5T Wealth LLC

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Assets, Funds, Holdings

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CAFR Data
5T Wealth LLC
CRD #112552
SEC #801-58183
CIK #
AUM $207.5 MM (100% Disc, 100% US, 2020-01-24)
Employees6 (33% Investors, 0% Brokers)
Phone707-224-1340
Address595 Coombs Street
Napa, CA 94559
Source [IAPD] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
215172129864301999200620132021
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF 5TQ Equity Plus Master Fund SPC [2016-04-22] 24.9 30.0
HF 5TQ Fixed Income Plus Master Fund SPC [2016-04-22] 0.0 67.9
HF 5T Wealth Partners LP [2012-04-03] 46.2 47.6
View All
Fund Directors # Filings # Firms 2011 - 2020
Paul Krsek 3 1
5TQ Capital LLC 3 1
5T Wealth Management LLC 3 1
Govinda Quish 2 1
Lee Odwyer 1 1
Jeffrey Roush 1 1
Meghan Krsek 1 1
Comparable Firms State AUM ($BB)
Black Maple Capital Management LP
WI 0.2
Warren Financial Service & Associates Inc
PA 0.2
Aegea Capital Management LLC
IL 0.2
Semaphore Management LLC
NY 0.2
Clairmont Investment Advisors LLC
FL 0.2
Verdad Advisers LP
MA 0.2
Krusen Capital Management LLC
NY 0.2
HFR Investments LLC
IL 0.2
Taylor Investment Advisors LP
TX 0.2
Credit Capital Investments LLC
NJ 0.2
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