Investment adviser · CRD 332788
FLAGSHIP INVESTMENT MANAGEMENT LLC
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed Apr 14, 2026
- Regulatory AUM
- $140M Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 4 | $140,035,784 | 100.0% |
Filing source
Form ADV 2094664 · Apr 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
FLAGSHIP CAPITAL PARTNERS STRATEGIC REAL ESTATE CAPITAL FUND LPPrivate Equity Fund · Last reported Apr 14, 2026$47.5MGross asset value
Form D fundraising filings
Flagship Capital Partners Strategic Real Estate Capital Fund LP
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ORIGIN BANCORP, INC.
LEI 54930055DO2Z4KO3NB45
Fund details & source
- Fund ID
- 805-5075037864
- Reported beneficial owners
- 96
- Minimum commitment
- $500K
- Form D file number
- 021-516639
Form ADV 2094664 · Apr 14, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FLAGSHIP CAPITAL PARTNERS EQUITY OPPORTUNITY FUND LPPrivate Equity Fund · Last reported Apr 14, 2026$15.8MGross asset value
Form D fundraising filings
Flagship Capital Partners Equity Opportunity Fund LP
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ORIGIN BANCORP, INC.
LEI 54930055DO2Z4KO3NB45
Fund details & source
- Fund ID
- 805-9065353612
- Reported beneficial owners
- 85
- Minimum commitment
- $500K
- Form D file number
- 021-354670
Form ADV 2094664 · Apr 14, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 14, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
ONE GREENWAY PLAZA, SUITE 750HOUSTON, TX, 77046, United States
CRD 332788
Filing source
Form ADV 2094664 · Apr 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.