Unclaimed Profile

Adam Mark Fliss

PATIENT SQUARE CAPITAL, LP·MENLO PARK, California

Clean recordPATIENT SQUARE CAPITAL, LP

2884 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 6931448Firm CRD# 312203

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Mark Fliss · MENLO PARK, CA

Registration

CRD #6931448 · PATIENT SQUARE CAPITAL, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adam Mark Fliss is a registered financial advisor based in MENLO PARK, California, affiliated with PATIENT SQUARE CAPITAL, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PATIENT SQUARE CAPITAL, LP

AUM

$7.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PATIENT SQUARE CAPITAL, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6931448

Firm CRD# 312203

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Mark Fliss offer?

Adam Mark Fliss specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.

What are Adam Mark Fliss's credentials?

Adam Mark Fliss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Mark Fliss located?

Adam Mark Fliss is based in MENLO PARK, California, working with PATIENT SQUARE CAPITAL, LP. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.

How does Adam Mark Fliss charge for services?

Adam Mark Fliss's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATIENT SQUARE CAPITAL, LP?

PATIENT SQUARE CAPITAL, LP has approximately 53 employees and manages $7.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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