|
⚲
|
| 5C Capital Management LLC
✚
| |
|---|---|
| CRD # | 284213 |
| SEC # | 801-108825 |
| CIK # | |
| AUM | $474.8 MM (2024-03-26) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 347-331-0648 |
| Address | 50 Tice Boulevard Woodcliff Lake, NJ 07677 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 331 | 97.7 |
| (b) Individuals (high net worth individuals) | 131 | 351.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 22 | 10.1 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 15.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,591 | 474.8 |
| By Discretionary | ||
| Discretionary | 1,405 | 450.4 |
| Non-Discretionary | 186 | 24.4 |
| Total | 1,591 | 474.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 472.5 | |
| Total | 1,591 | 474.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Transitions Wealth Management LLC
✚
|
CO | 0.5 |
|
Valtinson Bruner Financial Planning LLC
✚
|
MN | 0.5 |
|
Nicollet Investment Management Inc
✚
|
MN | 0.5 |
|
DB Fitzpatrick & Co Inc
✚
|
ID | 0.5 |
|
America First Investment Advisors LLC
✚
|
NE | 0.5 |
|
360 Financial Inc
✚
|
MN | 0.5 |
|
The Retirement Solution LLC
✚
|
WA | 0.5 |
|
Garrett Wealth Advisory Group LLC
✚
|
TX | 0.5 |
|
Brite Advisors USA Inc
✚
|
NY | 0.5 |
|
Wealthbridge Capital Management LLC
✚
|
OH | 0.5 |