5th Street Advisors, LLC
Firm details
- Headquarters
- Southport, Connecticut
- CRD number
- 140165
- Registered since
- June 25, 2007
- Website
- www.5thstreetadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.82%
- Pension & Profit Sharing Plans31.06%
- Corporations / Businesses9.37%
- Individuals6.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
5th Street Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm serves both individual/family and institutional clients and provides financial planning plus discretionary and non-discretionary portfolio management for individuals, small businesses, and institutions. Ownership is reported as individual. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a capital allocator, and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- US Government Bonds13%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Contacts
3 of 4
Cesar Manent
PartnerCRD 4144277
Shane Pendley
Partner and AdvisorCRD 6634776
Abelardo Curdumi
Partner and Co-FounderCRD 4144454
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$336M in ETFs
91%
$306M
9%
$29.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $42.9M | 512,510 | 12.79% |
Location
Southport, CT
Fairfield
Location
Southport, CT
Headquartered in Southport, CT, 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
- Fairfield
- Address
- 107 John St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Stormfield Capital, LLC
RIASouthport, CT
Charter Research & Investment Group Inc
RIASouthport, CT
Southport Station Financial Management, LLC
RIASouthport, CT
B Side Partners, LLC
RIASouthport, CT
Fremont Wealth Management, LP
RIASouthport, CT
Apex Capital Management (New York) LLC
RIASouthport, CT