Par5 Advisors LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 327518
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.18%
- Pension & Profit Sharing Plans19.31%
- Individuals2.51%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Par5 Advisors LLC is a Florida-based limited liability company that provides portfolio management for individuals, small businesses, and institutions and also performs selection of other advisers. The firm serves both individual and family clients as well as institutional clients, operates as a capital allocator, and charges fees based on a percentage of assets under management. Par5 is not an active multi-state adviser and does not identify as an ESG investor. The firm lists a broker-dealer affiliation among its industry ties.
Assets & Accounts
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
- Non-Investment Grade Corp Bonds25%
- Investment Grade Corp Bonds20%
- Public Funds/Mutual Funds15%
- Exchange Traded Equities10%
- US Government Bonds10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 600 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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