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flexPATH Strategies

ALISO VIEJO, CA

CRD: 174306

In PWD coverage since August 14, 2026 · 6 stories

$2.9BRegulatory AUMSEC Form ADV · Aug 15

5EmployeesForm ADV

3Deals on our tracker

Deal recordFull tracker →

Aug 16, 26Deal announcedMesirow Financial Holdings — coverage

Aug 13, 26Deal announcedMesirow — coverage

Aug 13, 26Deal announcedMesirow Fiduciary Solutions — coverage

PWD coverage

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The 401(k) Fight Now Starts Before the Recordkeeper Is Chosen

OpenArc and Mesirow are moving to control plan design before a recordkeeper is hired, shifting who shapes the menu.

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

THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.