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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

FLAGSHIP INVESTMENT MANAGEMENT LLC

CRD 332788

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e27365dd-37ea-1bb0-70b7-b4f4f2b8851a

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 2
On other graphs: 2
Observed: Oct 15, 2024 to Apr 14, 2026
4 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Flagship Investment Management LLC

Private equity manager · shared crd

Independent Sponsorsidentity

Flagship Investment Management LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $140MItem 5.F on the latest filing (2026-04-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $140M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $35.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-131473
CRD: 332788
Filings on the tape: 4
First filed: Oct 15, 2024
Latest filed: Apr 14, 2026
Organised: Limited Liability Company, TX
Website: flagshipco.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JARROD TAYLOR FOERSTER	n/a	Houston, TX	1	15	n/a	no
Mark Lupin Berins	n/a	Houston, TX	1	11	n/a	no
David Meyer Mincberg	n/a	Houston, TX	1	15	n/a	no
Brian Michael Cutrell	n/a	Houston, TX	1	18	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Berins, Mark, Lupin	Manager	E	yes	07/2014	Oct 15, 2024	Oct 15, 2024
Berins, Mark, Lupin	CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER	Na	yes	07/2024	Oct 15, 2024	Oct 15, 2024
CLEMENS JR., JOHN, CARLTON	Manager	E	yes	12/2018	Oct 15, 2024	Oct 15, 2024
CLEMENS JR., JOHN, CARLTON	CHIEF PRODUCTION OFFICER	Na	yes	07/2024	Oct 15, 2024	Oct 15, 2024
CLEMENS RE HOLDINGS I LLC	Member	C	yes	07/2024	Oct 15, 2024	Oct 15, 2024
FOERSTER, JARROD, TAYLOR	CHIEF OPERATING OFFICER	C	yes	07/2024	Oct 15, 2024	Oct 15, 2024
MBR EQUITY LLC	Member	C	yes	07/2024	Oct 15, 2024	Oct 15, 2024
Mincberg, David, Meyer	SOLE MANAGER	F	yes	07/2007	Oct 15, 2024	Oct 15, 2024
Mincberg, David, Meyer	CHIEF EXECUTIVE OFFICER	Na	yes	07/2024	Oct 15, 2024	Oct 15, 2024
ONE SLP 288, LTD.	Member	C	yes	07/2024	Oct 15, 2024	Oct 15, 2024
MINCBERG, ADAM, SAMUEL	LIMITED PARTNER	C	no	12/2007	Oct 15, 2024	Oct 15, 2024
MINCBERG, ERIN, ANNELL	LIMITED PARTNER	C	no	12/2007	Oct 15, 2024	Oct 15, 2024
MINCBERG, MALLORY, HANNAH	LIMITED PARTNER	C	no	12/2007	Oct 15, 2024	Oct 15, 2024
MINCBERG, SETH, ALEXANDER	LIMITED PARTNER	C	no	12/2007	Oct 15, 2024	Oct 15, 2024
ONE BRAEBURN INVESTMENTS MANAGEMENT, LLC	GENERAL PARTNER	F	no	07/2007	Oct 15, 2024	Oct 15, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FLAGSHIP CAPITAL GP II, LLC	n/a	n/a	n/a	N	yes	n/a
FLAGSHIP CAPITAL GP, LLC	n/a	n/a	n/a	N	yes	n/a
FLAGSHIP CAPITAL PARTNERS GP LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 14, 2026	$140M	$140M	12	5	0	2	n/a
2024	Mar 14, 2025	$158M	$158M	11	7	0	2	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	25.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$140M	$158M	-11.2%	n/a	n/a	12	11	0	0

Relationships

Registered with (5)

← JARROD TAYLOR FOERSTERAdvisorregistration: current employment
Jan 17, 2025 to presentfactForm ADV
← Mark Lupin BerinsAdvisorregistration: current employment
Jan 17, 2025 to presentfactForm ADV
← David Meyer MincbergAdvisorregistration: current employment
Jan 17, 2025 to presentfactForm ADV
← Brian Michael CutrellAdvisorregistration: current employment
Jan 17, 2025 to presentfactForm ADV
← Skyler Lee SeidmanAdvisorregistration: previous registration
Jan 17, 2025 to Mar 2, 2026factForm ADV

Controls (7)

← FOERSTER, JARROD, TAYLOROwnerCHIEF OPERATING OFFICER, ownership code C, individual
Oct 15, 2024 to Oct 15, 2024factForm ADV
← Berins, Mark, LupinOwnerMANAGER, ownership code E, individual
Oct 15, 2024 to Oct 15, 2024factForm ADV
← Mincberg, David, MeyerOwnerSOLE MANAGER, ownership code F, individual
Oct 15, 2024 to Oct 15, 2024factForm ADV
← CLEMENS JR., JOHN, CARLTONOwnerMANAGER, ownership code E, individual
Oct 15, 2024 to Oct 15, 2024factForm ADV
← CLEMENS RE HOLDINGS I LLCOwnerMEMBER, ownership code C, domestic entity
Oct 15, 2024 to Oct 15, 2024factForm ADV
← MBR EQUITY LLCOwnerMEMBER, ownership code C, domestic entity
Oct 15, 2024 to Oct 15, 2024factForm ADV
← ONE SLP 288, LTD.OwnerMEMBER, ownership code C, domestic entity
Oct 15, 2024 to Oct 15, 2024factForm ADV

Owns (5)

← MINCBERG, ERIN, ANNELLOwnerLIMITED PARTNER, ownership code C, individual
Oct 15, 2024 to Oct 15, 2024factForm ADV
← MINCBERG, ADAM, SAMUELOwnerLIMITED PARTNER, ownership code C, individual
Oct 15, 2024 to Oct 15, 2024factForm ADV
← MINCBERG, MALLORY, HANNAHOwnerLIMITED PARTNER, ownership code C, individual
Oct 15, 2024 to Oct 15, 2024factForm ADV
← MINCBERG, SETH, ALEXANDEROwnerLIMITED PARTNER, ownership code C, individual
Oct 15, 2024 to Oct 15, 2024factForm ADV
← ONE BRAEBURN INVESTMENTS MANAGEMENT, LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Oct 15, 2024 to Oct 15, 2024factForm ADV

Dated events

Occurred
Mar 2, 2026
Advisor changed firm
Skyler Lee Seidman left Flagship Investment Management Llc for Clear Trail Advisors, Llc (registered 2025-08-24)
Form ADVobserved 6 days ago
Occurred
Oct 15, 2024
First Form ADV filing
Flagship Investment Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e27365dd-37ea-1bb0-70b7-b4f4f2b8851a
First observed: Oct 15, 2024
Last observed: Apr 14, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FLAGSHIP INVESTMENT MANAGEMENT LLC

CRD 332788

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e27365dd-37ea-1bb0-70b7-b4f4f2b8851a

Data as of Apr 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JARROD TAYLOR FOERSTER

n/a

Houston, TX

n/a

Mark Lupin Berins

n/a

Houston, TX

n/a

David Meyer Mincberg

n/a

Houston, TX

n/a

Brian Michael Cutrell

n/a

Houston, TX

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Berins, Mark, Lupin

Manager

yes

07/2014

Oct 15, 2024

Berins, Mark, Lupin

CHIEF COMPLIANCE OFFICER AND CHIEF ADMINISTRATIVE OFFICER

yes

07/2024

Oct 15, 2024

CLEMENS JR., JOHN, CARLTON

Manager

yes

12/2018

Oct 15, 2024

CLEMENS JR., JOHN, CARLTON

CHIEF PRODUCTION OFFICER

yes

07/2024

Oct 15, 2024

CLEMENS RE HOLDINGS I LLC

Member

yes

07/2024

Oct 15, 2024

FOERSTER, JARROD, TAYLOR

CHIEF OPERATING OFFICER

yes

07/2024

Oct 15, 2024

MBR EQUITY LLC

Member

yes

07/2024

Oct 15, 2024

Mincberg, David, Meyer

SOLE MANAGER

yes

07/2007

Oct 15, 2024

Mincberg, David, Meyer

CHIEF EXECUTIVE OFFICER

yes

07/2024

Oct 15, 2024

ONE SLP 288, LTD.

Member

yes

07/2024

Oct 15, 2024

MINCBERG, ADAM, SAMUEL

LIMITED PARTNER

12/2007

Oct 15, 2024

MINCBERG, ERIN, ANNELL

LIMITED PARTNER

12/2007

Oct 15, 2024

MINCBERG, MALLORY, HANNAH

LIMITED PARTNER

12/2007

Oct 15, 2024

MINCBERG, SETH, ALEXANDER

LIMITED PARTNER

12/2007

Oct 15, 2024

ONE BRAEBURN INVESTMENTS MANAGEMENT, LLC

GENERAL PARTNER

07/2007

Oct 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FLAGSHIP CAPITAL GP II, LLC

n/a

yes

n/a

FLAGSHIP CAPITAL GP, LLC

n/a

yes

n/a

FLAGSHIP CAPITAL PARTNERS GP LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 14, 2026

$140M

n/a

2024

Mar 14, 2025

$158M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$140M

$158M

-11.2%

n/a