FIFTH AVENUE FAMILY OFFICE LLC
Legal name: FIFTH AVENUE FAMILY OFFICE
CRD #122448 SEC #801-61413 NAPLES, FL 239-262-6300
SEC Registered
Total AUM
$908.5M
Discretionary
$166.8M
Employees
7
Clients
0
Accounts
115
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $908.5M | $166.8M | $741.8M | 7 | 0 |
| Mar 2024 | $633.4M | $129.2M | $504.2M | 7 | 0 |
| Mar 2024 | $633.4M | $129.2M | $504.2M | 7 | 0 |
| Mar 2023 | $190.7M | $158.3M | $32.4M | 6 | 0 |
| Jan 2023 | $337.3M | $271.7M | $65.6M | 6 | 0 |
| Mar 2022 | $337.3M | $271.7M | $65.6M | 7 | 0 |
| Mar 2021 | $296.2M | $202.2M | $94M | 7 | 0 |
| Oct 2020 | $307.8M | $198.6M | $109.1M | 7 | 0 |
| Feb 2020 | $307.8M | $198.6M | $109.1M | 7 | 0 |
| Mar 2019 | $278.7M | $156.3M | $122.4M | 5 | 0 |
| Mar 2018 | $232.5M | $69M | $163.6M | 3 | 1 |
| Mar 2017 | $235.4M | $223.3M | $12.1M | 3 | 11 |
| Mar 2016 | $244M | $23.1M | $220.9M | 2 | 11 |
| Mar 2015 | $191.1M | $19.4M | $171.7M | 2 | 11 |
| Mar 2014 | $127.9M | $6.2M | $121.7M | 2 | 11 |
| Mar 2013 | $139.3M | $122.6M | $16.7M | 2 | 11 |
| Mar 2012 | $141M | $124.4M | $16.6M | 1 | 11 |
| Mar 2011 | $165M | $155M | $10M | 5 | -- |
| Jan 2010 | $196M | $31M | $165M | 5 | -- |
| May 2009 | $200M | $30M | $170M | 5 | -- |
| Feb 2007 | $26.4M | $26.4M | $0 | 5 | -- |
| Jan 2006 | $25M | $25M | $0 | 5 | -- |
| Sep 2005 | $25M | $25M | $0 | 5 | -- |
| Mar 2004 | $28M | $28M | $0 | 5 | -- |
DateMar 2025
Total AUM$908.5M
Discretionary$166.8M
Non-Disc.$741.8M
Employees7
Clients0
DateMar 2024
Total AUM$633.4M
Discretionary$129.2M
Non-Disc.$504.2M
Employees7
Clients0
DateMar 2024
Total AUM$633.4M
Discretionary$129.2M
Non-Disc.$504.2M
Employees7
Clients0
DateMar 2023
Total AUM$190.7M
Discretionary$158.3M
Non-Disc.$32.4M
Employees6
Clients0
DateJan 2023
Total AUM$337.3M
Discretionary$271.7M
Non-Disc.$65.6M
Employees6
Clients0
DateMar 2022
Total AUM$337.3M
Discretionary$271.7M
Non-Disc.$65.6M
Employees7
Clients0
DateMar 2021
Total AUM$296.2M
Discretionary$202.2M
Non-Disc.$94M
Employees7
Clients0
DateOct 2020
Total AUM$307.8M
Discretionary$198.6M
Non-Disc.$109.1M
Employees7
Clients0
DateFeb 2020
Total AUM$307.8M
Discretionary$198.6M
Non-Disc.$109.1M
Employees7
Clients0
DateMar 2019
Total AUM$278.7M
Discretionary$156.3M
Non-Disc.$122.4M
Employees5
Clients0
DateMar 2018
Total AUM$232.5M
Discretionary$69M
Non-Disc.$163.6M
Employees3
Clients1
DateMar 2017
Total AUM$235.4M
Discretionary$223.3M
Non-Disc.$12.1M
Employees3
Clients11
DateMar 2016
Total AUM$244M
Discretionary$23.1M
Non-Disc.$220.9M
Employees2
Clients11
DateMar 2015
Total AUM$191.1M
Discretionary$19.4M
Non-Disc.$171.7M
Employees2
Clients11
DateMar 2014
Total AUM$127.9M
Discretionary$6.2M
Non-Disc.$121.7M
Employees2
Clients11
DateMar 2013
Total AUM$139.3M
Discretionary$122.6M
Non-Disc.$16.7M
Employees2
Clients11
DateMar 2012
Total AUM$141M
Discretionary$124.4M
Non-Disc.$16.6M
Employees1
Clients11
DateMar 2011
Total AUM$165M
Discretionary$155M
Non-Disc.$10M
Employees5
Clients--
DateJan 2010
Total AUM$196M
Discretionary$31M
Non-Disc.$165M
Employees5
Clients--
DateMay 2009
Total AUM$200M
Discretionary$30M
Non-Disc.$170M
Employees5
Clients--
DateFeb 2007
Total AUM$26.4M
Discretionary$26.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$28M
Discretionary$28M
Non-Disc.$0
Employees5
Clients--