Investment adviser · CRD 306849
THE ATLAS FINANCIAL GROUP
Investment adviser filing (IA)
FLOW FOCUS LLC
MIAMI, FL, United States · Form ADV filed Mar 25, 2026
- Regulatory AUM
- $175M Form ADV · Item 5.F
- Client accounts
- 71 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Banks & thrifts | 1 | $138,676,308 | 79.3% |
| High-net-worth individuals | 34 | $29,385,417 | 16.8% |
| Individuals | 35 | $6,169,714 | 3.5% |
| Corporations & businesses | 1 | $690,532 | 0.4% |
Filing source
Form ADV 2080115 · Mar 25, 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
FINISTERRE HEDGE FUND, L.P.Hedge Fund · Last reported Jun 27, 2023$4.07MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
WEDBUSH SECURITIES INC.
SEC 8-12987
Fund details & source
- Fund ID
- 805-1724500611
- Reported beneficial owners
- 19
- Minimum commitment
- $250K
Form ADV 1771346 · Jun 27, 2023 · 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: Mar 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3050 BISCAYNE BOULEVARD, SUITE 501MIAMI, FL, 33137, United States
CRD 306849
Filing source
Form ADV 2080115 · Mar 25, 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.