FIFTH WALL ASSET MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SANTA MONICA, California
CRD number
310525
Registered since
September 18, 2020

Firm profile

FINTRX

Overview

Fifth Wall Asset Management, LLC is an SEC-registered investment adviser organized as a limited liability company and established in 2020. The firm operates primarily as a manager and sponsor of pooled investment vehicles, performing roles that include general partner and managing member. Regulatory filings identify the entity as an adviser and also list broker-dealer activity and sponsor/GP responsibilities, which signals a business model centered on running private investment funds rather than servicing a retail advisory roster. The firm is not identified as an active ESG investor and is not reported as a multi-state adviser or pension consultant. Ownership is listed as domestic entity/individual and the firm’s classification in the dataset is unclassified. Fee arrangements and a granular breakdown of advisory business lines are not provided in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Eric LEE

    Partner, CFOCRD 6644784

  • LUKE HARRIS

    General Counsel, Chief Operating OfficerCRD 6319197

  • BRENDAN WALLACE

    Chief Executive Officer & Chief Investment OfficerCRD 4834561

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SANTA MONICA, CA

LOS ANGELES

Location

SANTA MONICA, CA

Headquartered in SANTA MONICA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
100 Wilshire Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth