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, individually owned registered investment adviser that has been SEC-registered since 2007. The firm serves both individual and family clients as well as institutional clients, providing financial planning and portfolio management services for individuals, small businesses, and institutions. Its billing is flexible: percentage-of-AUM arrangements sit alongside hourly and fixed-fee engagements. Filings and holdings suggest a manager that constructs portfolios largely from pooled public funds rather than from direct private fund commitments or in-house capital allocation.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$284M in ETFs
89%
$254M
11%
$30.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) | Vanguard | Passive | Foreign Large Blend | $42.3M | 510,096 | 14.90% |
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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