Fifth Avenue Family Office LLC
● SEC registered since 2002CRD 122448SEC# 801-61413Naples, FL
Reg. AUM
$1.35B
Employees
7
Accounts
124
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 $1.4 billion in regulatory assets under management and employs 7 people.
Fifth Avenue Family Office LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Benjamin Price Control | Managing Member | 50-75% | 2008 |
| Kyle Jason Shoemaker Control | Chief Compliance Officer | Under 5% | 2023 |
| Timothy John Cartwright Control | Member | 50-75% | 2006 |
Frequently asked questions
How much does Fifth Avenue Family Office LLC manage?
Fifth Avenue Family Office LLC reports $1.4 billion 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
| Address | 3003 Tamiami Trail North, Suite 410, Naples, FL 34103 |
| Phone | 239-262-6300 |
| Fax | 239-262-2212 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.35B▲ 49%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$1.35Bregulatory AUM
Discretionary $229.6MNon-discretionary $1.12B