Fifth Down Cap LLC

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

Firm details

Headquarters
Boston, Massachusetts
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 limited liability company organized and operating as a venture capital manager. The firm is SEC-registered (registered in 2021) and positions itself around managing pooled investment vehicles and acting as sponsor/GP or managing member of those vehicles. Its advisory activity centers on portfolio management for pooled vehicles and the selection of other advisers, and its primary client base is institutional investors. The firm charges both a percentage-of-assets fee and performance-based fees. Fifth Down Cap does not identify as an active ESG investor and is not described as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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
  • Janki Gandhi

    Janki Gandhi

    Managing PartnerCRD 4957273

  • Andrew Spellman

    Andrew Spellman

    Founder & Managing PartnerCRD 4930239

  • Charlotte Edelman

    Vice President & General CounselCRD 7887052

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

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
581 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth