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flexPATH Strategies

ALISO VIEJO, CA
CRD: 174306
In PWD coverage since August 14, 2026 · 7 stories
$2.9BRegulatory AUMSEC Form ADV · Oct 3
5EmployeesForm ADV
3Deals on our tracker
Regulatory AUM · Aug 16 – Oct 3
Deal recordFull tracker →
Aug 16, 26Deal announcedMesirow Financial Holdings — coverage
Aug 13, 26Deal announcedMesirow — coverage
Aug 13, 26Deal announcedMesirow Fiduciary Solutions — coverage
PWD coverage
investments

Great Gray rents the diligence half of its private markets CITs

Six private markets CIT shelves have been announced in roughly five months, and Great Gray's split with iCapital shows which half the industry thinks is scarce.
the_wrap · Aug 18The 401(k) Fight Now Starts Before the Recordkeeper Is Chosen
advisers · Aug 18Mesirow buys flexPATH's 3(38) business in second fiduciary deal
plans · Aug 18Mesirow buys flexPATH's 3(38) book in second fiduciary deal
advisers · Aug 17Mesirow buys flexPATH's 3(38) retirement-plan business
Deals & PE · Aug 16Goldman's Neos deal puts a price on the race to own product factories
M&A · Aug 14Mesirow Buys flexPATH's 3(38) Business in Retirement Push
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