FIVE ELEVEN PARTNERS
Firm details
- Headquarters
- GARDEN CITY, New York
- CRD number
- 334002
- Registered since
- January 2, 2025
- Website
- www.five11partners.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities36%
- Private Funds31%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Owners & executives
1 of 1GILBERT CALDERON
Partner, Chief Investment OfficerCRD 5002608
Contacts
3 of 3ANDREW CROFTON
Founder & Managing PartnerCRD 2504659
WINFIELD ESSEX
President, memberCRD 2869539
KEITH FEINBERG
PartnerCRD 7394452
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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