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FIFTH AVENUE FAMILY OFFICE
Legal name: FIFTH AVENUE FAMILY OFFICE LLC
CRD 122448File 801-61413
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.35B
Above cohort median (national)
Discretionary AUM
$229.6M
Non-discretionary $1.12B
Clients
9
124 accounts
Employees
7
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 28, 2002
- Principal office
- 3003 TAMIAMI TRAIL NORTH, SUITE 410, NAPLES, FL, 34103
- Phone
- 239-262-6300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.35B
- Discretionary AUM
- $229.6M
- Non-discretionary AUM
- $1.12B
- Discretionary accounts
- 72
- Non-discretionary accounts
- 52
- Total accounts
- 124
- AUM per client
- $150.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $11.0M |
| High net worth individuals | 9 | $1.34B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.