FIVENCA ASSET MANAGEMENT

Overview

Fivenca Asset Management operates as a small, privately owned investment adviser that concentrates on direct equity exposure and third‑party manager allocations. The firm serves both individual and family clients as well as institutional relationships and runs fee arrangements that include a percentage of AUM, hourly fees and fixed fees. Its advisory mandate covers discretionary portfolio management for individuals and businesses, selection of other advisers, and the publication of investment commentary or newsletters, signaling a mix of hands‑on portfolio implementation and curated manager access. Investment activity skews toward exchange‑traded equities as the core allocation, supported by mutual funds and selective use of alternative managers. The firm identifies itself as a capital allocator, which suggests it uses a combination of in‑house sleeves and external managers — particularly for hedge fund or private placement exposures — rather than relying solely on packaged products. Fivenca is not positioned as an ESG specialist and does not report multi‑state adviser registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices