Fifth Down Cap LLC

RIASEC RegisteredEst. 2021
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$28.2M
Accounts
60
Employees
23
Advisory reps
6

Firm details

Headquarters
,
CRD number
312861
Registered since
March 26, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Fifth Down Cap LLC is a limited liability company registered with the SEC in 2021 that operates as a venture capital-focused adviser to institutional clients. The firm serves as a sponsor, general partner and managing member for pooled investment vehicles and its advisory activities center on portfolio management for those pooled vehicles and the selection of third‑party advisers. Fee arrangements combine a percentage of assets under management with performance‑based compensation, consistent with typical venture capital fund economics. The firm does not present itself as an active ESG investor and is not structured as a multi‑state adviser. Its client base is institutional, and its operating model leans on both running proprietary pooled funds and allocating capital to external managers where they act as the allocator or lead sponsor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Matthew Christensen

    Matthew Christensen

    Co-Founder, CEO, and Managing PartnerCRD 5175708

Contacts

3 of 5
  • Charlotte Edelman

    Vice President & General CounselCRD 7887052

  • Andrew Spellman

    Andrew Spellman

    Founder & Managing PartnerCRD 4930239

  • Janki Gandhi

    Janki Gandhi

    Managing PartnerCRD 4957273

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth