Fifth Down Cap LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$31.2M
Accounts
60
Employees
23
Advisory reps
6

Firm details

Headquarters
,
CRD number
312861
Registered since
March 26, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Fifth Down Cap LLC is a venture-capital-focused manager organized as an LLC and registered with the SEC in 2021. The firm targets institutional investors and operates as a sponsor and general partner for pooled investment vehicles. Its advisory mandate centers on portfolio management for pooled vehicles and the selection of other advisers, indicating both direct management of funds and delegated relationships with sub-advisers. Compensation blends a percentage-of-AUM fee with performance-based fees. The firm is not positioned as an ESG investor and is not identified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Matthew Christensen

    Matthew Christensen

    Co-Founder, CEO, and Managing PartnerCRD 5175708

Contacts

3 of 5
  • Charlotte Edelman

    Vice President & General CounselCRD 7887052

  • Andrew Spellman

    Andrew Spellman

    Founder & Managing PartnerCRD 4930239

  • Janki Gandhi

    Janki Gandhi

    Managing PartnerCRD 4957273

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth