Flax Pond Capital, LLC is a boutique investment management and financial planning firm that was founded in 2022 and is registered with the U. S. Securities and Exchange Commission (SEC). In 2023, Flax Pond Capital, LLC assumed the clients of Michael J. Crew Investment Advisor which was established in 1981.

We provide independent investment management and financial planning and wealth management services to professionals, families and enterpreneurs/business owners. We seek the preservation and growth of capital through good and bad markets. Our investment strategy emphasizes several themes: independent research and thinking, ownership of high-quality value oriented stocks, bonds, commodities; and risk managed portfolios with a specific focus on capturing asymmetry and upside optionality.

We take our long experience working on behalf of the multibillion Pew Charitable Trust investment portfolio and apply those investment insights for the benefit of our clients.

On the financial planning side, we seek to be a thought partner and sounding board to help our clients navigate through the complexities of everyday life. The firm has over 80 clients. Its offices are located on Philadelphia’s Main Line in Merion Station, PA and on Cape Cod, in Falmouth, MA.

Our form ADV and brochure 2b, which highlights our fees, can be accessed via our Form CRS link below.