5TH STREET ADVISORS, LLC
Firm details
- Headquarters
- SOUTHPORT, Connecticut
- CRD number
- 140165
- Registered since
- June 25, 2007
- Website
- www.5thstreetadvisors.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.82%
- Pension & Profit Sharing Plans31.06%
- Corporations / Businesses9.37%
- Individuals6.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
5th Street Advisors, LLC is an independent, privately owned registered investment adviser organized as an LLC and SEC-registered since 2007. The firm serves both individual and family clients as well as institutional and business clients, offering comprehensive financial planning and discretionary and non‑discretionary portfolio management for individuals, small businesses and other institutions. Its compensation arrangements include assets‑under‑management fees alongside hourly and fixed‑fee engagements. The adviser does not identify as an active ESG investor and is not structured as a multi‑state advisory network or a capital allocator to external private managers.
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
- Public Funds/Mutual Funds77%
- US Government Bonds13%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Contacts
3 of 4CESAR MANENT
PartnerCRD 4144277
SHANE PENDLEY
Partner and AdvisorCRD 6634776
ABELARDO CURDUMI
Partner and Co-FounderCRD 4144454
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$292M in ETFs
90%
$262M
9%
$29.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $39.7M | 528,196 | 13.60% |
Location
SOUTHPORT, CT
FAIRFIELD
Location
SOUTHPORT, CT
Headquartered in SOUTHPORT, CT, 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
- FAIRFIELD
- Address
- 107 John St
- Time zone
- ET (UTC-5)
- Office locations
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