5C ADVISOR
Firm details
- Headquarters
- New York, New York
- CRD number
- 330565
- Registered since
- April 12, 2024
- Website
- 5cinvest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
5c Advisor is a limited liability company that provides portfolio management for pooled investment vehicles with an institutional client focus. The firm registered with the SEC in 2024 and positions itself to sponsor and manage pooled vehicles—acting as a general partner and managing member where appropriate—while also engaging other investment advisers as counterparties. Its advisory model combines traditional AUM-based fees with performance-based fees, indicating a payoff structure tied to fund results as well as asset levels. Investment preferences emphasize alternative and private-market strategies alongside active ESG consideration. The firm is set up to deploy capital through pooled funds and external manager relationships rather than as a broad capital allocator. 5c Advisor’s classification is unclassified and it operates under a domestic individual ownership structure.
Assets & Accounts
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
Owners & executives
3 of 3PAUL DEITCH
Chief Operating OfficerCRD 7071675
JASON ROOS
Chief Financial OfficerCRD 5387516
Susan Terenzio
Chief Compliance OfficerCRD 5653809
Contacts
3 of 3GREGORY SHALETTE
General CounselCRD 7969403
MICHAEL KOESTER
Co-Founder & Co-Managing PartnerCRD 2613823
THOMAS CONNOLLY
Managing DirectorCRD 2250826
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, 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
- NEW YORK
- Address
- 330 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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