5c Advisor
Firm details
- Headquarters
- New York, New York
- CRD number
- 330565
- Registered since
- April 12, 2024
- Website
- 5cinvest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
5c Advisor is organized as a limited liability company and is registered with the SEC as of 2024. The firm is classified as an institutional registered investment adviser that serves institutional clients and focuses on portfolio management for pooled investment vehicles. Ownership is listed as a mix of a domestic entity and an individual. The firm charges fees based on a percentage of assets under management and can levy performance-based fees. 5c Advisor identifies as an active ESG investor. It does not position itself as a capital allocator and is not registered as a multistate adviser; it also does not describe itself as a pension consultant or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Paul Deitch
Chief Operating OfficerCRD 7071675
Jason Roos
Chief Financial OfficerCRD 5387516
Susan Terenzio
Chief Compliance OfficerCRD 5653809
Contacts
3 of 3Gregory Shalette
General CounselCRD 7969403
Michael Koester
Co-Founder & Co-Managing PartnerCRD 2613823

Thomas Connolly
Managing DirectorCRD 2250826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 330 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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