FIFTH PARTNERS ADVISORS, LLC
Adviser information for FIFTH PARTNERS ADVISORS, LLC last updated from Form ADV on March 31st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-127175 |
|---|---|
| SEC ERA File Number | 802-127175 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324339 |
| Legal Entity Identifier | None |
Principal Office
16400 DALLAS PARKWAYSUITE 305
DALLAS
TX
United States
Monday - Friday, 9 AM - 5 PM
Tel: 214.683.3937, Fax: None
Chief Compliance Officer
GREGORY SCHULZ
16400 DALLAS PARKWAY
SUITE 305
DALLAS
TX
United States
Tel:
801.647.3455
G******@****************M
(Full email address available in API data)
Industry Affiliates
| FIFTH GROWTH FUND GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FIFTH GROWTH FUND, L.P. | Venture Capital Fund | $24.9M | $0.0M | 4 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SCHULZ, GREGORY, WILLIAM | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2022 | < 5% |
| WILSON, ROYCE, EDRICE | Individual | – | MANAGER & MEMBER | 04/2022 | > 75% |
| FIFTH PARTNERS LLC | Domestic Entity | – | MEMBER | 04/2022 | 10-25% |
| BROWNLOW, JEFFREY, CURTIS | Individual | FIFTH PARTNERS LLC | MEMBER | 11/2015 | 50-75% |
| DRYSDALE, JOSEPH, ROBERT | Individual | FIFTH PARTNERS LLC | MEMBER | 11/2015 | 50-75% |