Par5 Advisors LLC

RIAState Registered
Total AUM
$15.8M
Discretionary
$0
0% of AUM
Avg account
$546K
Accounts
29
Employees
4
Advisory reps
3

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

FINTRX

Overview

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

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

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 25%, Investment Grade Corp Bonds 20%, Public Funds/Mutual Funds 15%, Exchange Traded Equities 10%, US Government Bonds 10%, Sovereign Bonds 10%, State & Local Bonds 5%, Cash & Cash Equivalents 5%25%
  • Non-Investment Grade Corp Bonds25%
  • Investment Grade Corp Bonds20%
  • Public Funds/Mutual Funds15%
  • Exchange Traded Equities10%
  • US Government Bonds10%

Owners & executives

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Contacts

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth