5th Street Advisors, LLC
● SEC registered since 2007CRD 140165SEC# 801-68066Southport, CT
Reg. AUM
$524.5M
Employees
7
Accounts
688
Location
Southport, CT
About 5th Street Advisors
5th Street Advisors is an independent, fee-based registered investment advisor offering fiduciary wealth management and financial planning. Services span investment management, retirement, tax, estate, education, and employee-benefit planning for professionals, families, business owners, and retirees. The firm stresses tailored plans and portfolios coordinated around each client's full financial picture.
Summary based on the firm’s website.
5th Street Advisors, LLC assets under management
5th Street Advisors, LLC is an investment advisory firm registered with the SEC based in Southport, CT. The firm has been registered since 2007. It reports $524.5 million in regulatory assets under management and employs 7 people.
5th Street Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abelardo Santiago Curdumi Control | Managing Member | 10-25% | 2006 |
| Carolina Cristina Manent | Wealth Management Associate | 5-10% | 2026 |
| Cesar Gonzalez Manent Control | Managing Member | 50-75% | 2006 |
| Shane Dee Pendley Control | Managing Member And Chief Compliance Officer | 25-50% | 2020 |
Frequently asked questions
How much does 5th Street Advisors, LLC manage?
5th Street Advisors, LLC reports $524.5 million in regulatory assets under management on its Form ADV.
How many employees does 5th Street Advisors, LLC have?
5th Street Advisors, LLC reports 7 employees.
Where is 5th Street Advisors, LLC located?
5th Street Advisors, LLC is based in Southport, CT and has been SEC-registered since 2007.
Does 5th Street Advisors, LLC disclose fund performance?
5th Street Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 107 John Street, Southport, CT 06890 |
| Phone | 203-327-1212 |
| Fax | 203-541-0953 |
| Office hours | 9:00 a.m. - 5:00 p.m. Est |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1911026 |
| Discloses disciplinary history | No |
Regulatory AUM
$524.5M▲ 17%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,369 advisers
EmployeesTop 51%
More than 49% of 16,804 advisers
Assets under management
$524.5Mregulatory AUM
Discretionary $361.1MNon-discretionary $163.4M