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Fifth Avenue Family Office LLC

● SEC registered since 2002CRD 122448SEC# 801-61413Naples, FL
Export (members)
Reg. AUM
$908.5M
Employees
7
Accounts
115
Location
Naples, FL

Fifth Avenue Family Office LLC assets under management

Fifth Avenue Family Office LLC is an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2002. It reports $908.5 million in regulatory assets under management and employs 7 people.

Fifth Avenue Family Office LLC owners & executives

3 reported
NameTitleOwnershipSince
Gary Benjamin Price ControlManaging Member50-75%2008
Kyle Jason Shoemaker ControlChief Compliance OfficerUnder 5%2023
Timothy John Cartwright ControlMember50-75%2006

Frequently asked questions

How much does Fifth Avenue Family Office LLC manage?

Fifth Avenue Family Office LLC reports $908.5 million in regulatory assets under management on its Form ADV.

How many employees does Fifth Avenue Family Office LLC have?

Fifth Avenue Family Office LLC reports 7 employees.

Where is Fifth Avenue Family Office LLC located?

Fifth Avenue Family Office LLC is based in Naples, FL and has been SEC-registered since 2002.

Does Fifth Avenue Family Office LLC disclose fund performance?

Fifth Avenue Family Office LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3003 Tamiami Trail North, Suite 410, Naples, FL 34103
Phone239-262-6300
Fax239-262-2212
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$166.8M
Non-discretionary$741.8M
Total (RAUM)$908.5M