Five Eleven Partners

RIASEC RegisteredEst. 2025

Total AUM

$163M

Discretionary

$163M

100% of AUM

Avg account

$4.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Garden City, New York
CRD number: 334002
Registered since: January 2, 2025
Website: www.five11partners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Five Eleven Partners is an independent, individual-owned registered investment adviser that positions itself as a capital allocator for high-net-worth individuals and families. The firm offers a mix of financial planning and portfolio management across individual, pooled-vehicle, and institutional-style mandates, and it also performs selection of other advisers. Its fee arrangements include percentage-of-AUM charges as well as fixed and performance-based fees, indicating flexibility in how client engagements are structured. The adviser is not characterized as an active ESG investor. Five Eleven Partners registered with the SEC in 2025. The firm reports serving a concentrated client base and engaging third-party managers as part of its investment program.