FIFTH PARTNERS MANAGEMENT, LLC

RIASEC RegisteredEst. 2023
Total AUM
$392M
Discretionary
$392M
100% of AUM
Avg account
$35.6M
Accounts
11
Employees
28
Advisory reps
1

Firm details

Headquarters
DALLAS, Texas
CRD number
326712
Registered since
June 16, 2023
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Fifth Partners Management, LLC is an SEC-registered manager (2023) that focuses on running pooled private investment vehicles for institutional clients. The firm is structured as a limited liability company classified as a private equity, venture capital and multifaceted fund manager. Its stated advisory activity is portfolio management for pooled investment vehicles, and it also serves as a sponsor or managing member of pooled vehicles and limited partnerships. Fifth Partners is not positioned as a pure capital allocator to third-party managers; instead it directly manages and sponsors private funds. The client base is institutional and the firm charges a mix of percentage-of-AUM, fixed, and performance-based fees. Fifth Partners does not market itself as an active ESG investor. It operates under a single-state registration profile rather than a multi-state adviser footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Contacts

1 of 1
  • Gregory Schulz

    PartnerCRD 7592752

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
12330 Preston Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth