PAR5 ADVISORS LLC

Overview

Par5 Advisors LLC is a small, privately owned LLC that acts as a capital allocator for both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary-adjacent services focused on portfolio management for individuals/small businesses and for businesses or institutions. It also performs selection of third‑party advisers, indicating it sources external managers as part of client solutions. The firm is not positioned as an active ESG investor, is not registered as a multi‑state adviser, and is not newly formed. Its ownership is a mix of a domestic entity and an individual. Par5 maintains an industry affiliation with a broker‑dealer, which may reflect either historical ties or operational relationships used to support execution and distribution.

Assets & Accounts

Investments & Alternatives