MF
CFA

Mark Robert Fitzpatrick

10 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
2 clients
Average Client Portfolio
$185.3M average
Assets Under Management
$370.6M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$20,000

Glide Capital charges an annual fee of 0.35% per year with a minimum advisory fee of $20,000 per Master Series. Glide Platform charges management fees for the creation and operation of the Investor Fund Series which typically range from 0.30% to 1.00%, depending on the size and complexity of the Investor Fund Series.

Areas of Practice
Investment Management
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Advisor Information

Office location

999 Brickell Avenue, Suite 1006, Miami, FL, 33131

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mark is the Managing Partner of Glide Capital, LLC, which manages several private funds, dedicating nearly full-time hours to this role. He also serves as a Director at Nest Homes Group LLC and is involved with Chimay Corp, each taking about 10% of his time.

Employment History
Current Registrations
Glide Capital
December 2017 - Present · 8 yrs 1 mo
Scala Capital LLC
October 2015 - Present · 10 yrs 3 mos
Previous Registrations
Glide Capital
December 2017 - December 2022 · 5 yrs
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.