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FIFTH PARTNERS MANAGEMENT, LLC
14785 Preston Road
Suite 290
Dallas, Texas 75254
Tel: 214-492-5863
About FIFTH PARTNERS MANAGEMENT, LLC
FIFTH PARTNERS MANAGEMENT, LLC, formally registered with the SEC as FIFTH PARTNERS MANAGEMENT, LLC. The firm was established in 06/16/2023. They have over 2 offices throughout the country.
FIFTH PARTNERS MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $288,926,196 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 32 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326712 |
| SEC# | 801-128158 |
| Assets Managed by Firm | $288,926,196 |
| No. of Clients | 8 |
| No. of Advisors | 32 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $288,926,196 |
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