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| Happy Holidays!! thanks for using AUM13F!! |
| 5C Capital Management LLC
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| CRD # | 284213 |
| SEC # | 801-108825 |
| CIK # | |
| AUM | $537.4 M (2025-04-14) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 347-331-0648 |
| Address | 50 Tice Boulevard Woodcliff Lake, NJ 07677 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 330 | 102.2 |
| (b) Individuals (high net worth individuals) | 149 | 414.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 16.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,833 | 537.4 |
| By Discretionary | ||
| Discretionary | 1,498 | 507.9 |
| Non-Discretionary | 335 | 29.5 |
| Total | 1,833 | 537.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 11.0 | |
| United States Persons | 526.4 | |
| Total | 1,833 | 537.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Grey Fox Wealth Advisors LLC
✚
|
DE | 0.5 |
|
Outlook Wealth Advisors LLC
✚
|
TX | 0.5 |
|
Clean Yield Group Inc
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|
VT | 0.5 |
|
Precedent Wealth Partners LLC
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|
TX | 0.5 |
|
BCU Wealth Advisors LLC
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|
IL | 0.5 |
|
Northwest Quadrant LLC
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|
OR | 0.5 |
|
Iron Horse Wealth Management LLC
✚
|
IA | 0.5 |
|
Nicollet Investment Management Inc
✚
|
MN | 0.5 |
|
Hudson Value Partners LLC
✚
|
FL | 0.5 |
|
Trunorth Capital Management LLC
✚
|
MI | 0.5 |