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| Keyboard |
| 5th Street Advisors LLC
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|---|---|
| CRD # | 140165 |
| SEC # | 801-68066 |
| CIK # | 0001911026 |
| AUM | 524.5 M (2026-05-05) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 203-327-1212 |
| Address | 107 John Street Southport, CT 06890 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 10.0 | ||
| Apple Inc | 4.4 | ||
| J P Morgan Chase & Co | 2.2 | ||
| iShares Comex Gold Trust | 1.6 | ||
| Alphabet Inc | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 35.4 |
| (b) Individuals (high net worth individuals) | 92 | 277.0 |
| (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 | 11 | 162.9 |
| (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 | 4 | 49.1 |
| (n) Other | 0 | 0.0 |
| Total | 688 | 524.5 |
| By Discretionary | ||
| Discretionary | 671 | 361.1 |
| Non-Discretionary | 17 | 163.4 |
| Total | 688 | 524.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 524.0 | |
| Total | 688 | 524.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001911026] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
Financial Gravity Asset Management Inc
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