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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 7 | 9 | increased by2 |
| Apr 1, 2026 | AUM | $908,527,735 | $1,350,847,041 | increased by$442,319,306 |
| Apr 1, 2026 | Accounts | 115 | 124 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 12 | 7 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $337,342,191 | $908,527,735 | increased by$571,185,544 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 175 | 115 | decreased by60 |
| Apr 1, 2022 | Clients | 10 | 12 | increased by2 |
| Apr 1, 2022 | AUM | $296,237,898 | $337,342,191 | increased by$41,104,293 |
| Apr 1, 2022 | Accounts | 152 | 175 | increased by23 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIFTH AVENUE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIFTH AVENUE” may also match similarly-named firms). Confirm identity against each filing.
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.