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| Happy Holidays!! thanks for using AUM13F!! |
| Fifth Avenue Family Office LLC
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| CRD # | 122448 |
| SEC # | 801-61413 |
| CIK # | |
| AUM | $908.5 M (2025-03-26) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 239-262-6300 |
| Address | 3003 Tamiami Trail North Naples, FL 34103 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 903.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 5.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 115 | 908.5 |
| By Discretionary | ||
| Discretionary | 74 | 166.8 |
| Non-Discretionary | 41 | 741.8 |
| Total | 115 | 908.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 908.5 | |
| Total | 115 | 908.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kohmann Bosshard Financial Services LLC
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|
OH | 0.9 |
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Peak Asset Management LLC
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CO | 0.9 |
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Kerberrose Wealth Management LLC
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WI | 0.9 |
|
Sollinda Capital Management LLC
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FL | 0.9 |
|
Capital Advisors Wealth Management LLC
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WA | 0.9 |
|
Bearing Point Capital LLC
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|
MN | 0.9 |
|
COFG Advisors LLC
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|
IL | 0.9 |
|
Foresight Global Investors Inc
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|
NY | 0.9 |
|
Sevenoneseven Capital Management Ltd
✚
|
PA | 0.9 |
|
Faithward Advisors LLC
✚
|
PA | 0.9 |