FIVE ELEVEN PARTNERS

RIASEC RegisteredEst. 2025
Total AUM
$163M
Discretionary
$163M
100% of AUM
Avg account
$4.5M
Accounts
36
Employees
7
Advisory reps
4

Firm details

Headquarters
GARDEN CITY, New York
CRD number
334002
Registered since
January 2, 2025
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Five Eleven Partners is an independent registered investment adviser that serves individual and family clients and positions itself as a capital allocator to outside managers. The firm provides a mix of financial planning and portfolio management across individual, pooled vehicle and institutional-like mandates, and it explicitly offers selection of other advisers — a sign it builds blended portfolios that include third‑party managers. Fee arrangements include percentage of AUM, fixed fees and other structures, allowing flexibility across high‑net‑worth client relationships. Investment activity shows a clear tilt toward liquid, exchange‑traded equities while maintaining a meaningful allocation to external alternative managers. The firm is not an active ESG investor and does not operate across multiple states as a registered multi‑state adviser, but it does manage discretionary assets and integrates private market exposures through third‑party funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

Asset composition

Asset composition: Exchange Traded Equities 36%, Private Funds 31%, Public Funds/Mutual Funds 28%, Cash & Cash Equivalents 3%, US Government Bonds 1%, State & Local Bonds 1%36%
  • Exchange Traded Equities36%
  • Private Funds31%
  • Public Funds/Mutual Funds28%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Owners & executives

1 of 1
  • GILBERT CALDERON

    Partner, Chief Investment OfficerCRD 5002608

Contacts

3 of 3
  • ANDREW CROFTON

    Founder & Managing PartnerCRD 2504659

  • WINFIELD ESSEX

    President, memberCRD 2869539

  • KEITH FEINBERG

    PartnerCRD 7394452

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

GARDEN CITY, NY

NASSAU

Location

GARDEN CITY, NY

Headquartered in GARDEN CITY, 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
NASSAU
Address
1044 Franklin Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth