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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PRICE, GARY, BENJAMIN | I | DIRECTOR | NA | Control |
| PRICE, GARY, BENJAMIN | I | DIRECTOR | NA | Control |
| PRICE, GARY, BENJAMIN | I | DIRECTOR | NA | Control |
| PRICE, GARY, BENJAMIN | I | DIRECTOR | NA | Control |
| PRICE, GARY, BENJAMIN | I | DIRECTOR | NA | Control |
| PRICE, GARY, BENJAMIN | I | DIRECTOR | NA | Control |
| PRICE, GARY, BENJAMIN | I | DIRECTOR | NA | Control |
| PRICE, GARY, BENJAMIN | I | DIRECTOR | NA | Control |
| PRICE, GARY, BENJAMIN | I | DIRECTOR | NA | Control |
| PRICE, GARY, BENJAMIN | I | DIRECTOR | NA | Control |
| PRICE, GARY, BENJAMIN | I | DIRECTOR | NA | Control |
| SHOEMAKER, KYLE, JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOEMAKER, KYLE, JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOEMAKER, KYLE, JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOEMAKER, KYLE, JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SHOEMAKER, KYLE, JASON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FIFTH AVENUE ADVISORS | DE | OWNER | E | |
| FIFTH AVENUE ADVISORS | DE | OWNER | E | |
| FIFTH AVENUE ADVISORS | DE | OWNER | E | |
| FIFTH AVENUE ADVISORS | DE | OWNER | E | |
| FIFTH AVENUE ADVISORS LLC | DE | OWNER | E | |
| FIFTH AVENUE ADVISORS LLC | DE | OWNER | E | |
| FIFTH AVENUE ADVISORS LLC | DE | OWNER | E | |
| FIFTH AVENUE ADVISORS LLC | DE | OWNER | E | |
| FIFTH AVENUE ADVISORS LLC | DE | OWNER | E | |
| FIFTH AVENUE ADVISORS LLC | DE | OWNER | E | |
| FIFTH AVENUE ADVISORS LLC | DE | OWNER | E | |
| FIFTH AVENUE ADVISORS LLC | DE | OWNER | E | |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| LYON, CRAIG, WILLIAM | I | MANAGER/CHIEF COMPLIANCE OFFICER | E | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | MEMBER | D | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | MEMBER | D | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | MEMBER | D | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | MEMBER | D | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | MEMBER | D | Control |
| PRICE, GARY, BENJAMIN | I | MANAGING MEMBER | D | Control |
| PRICE, GARY, BENJAMIN | I | MANAGING MEMBER | D | Control |
| PRICE, GARY, BENJAMIN | I | MANAGING MEMBER | D | Control |
| PRICE, GARY, BENJAMIN | I | MANAGING MEMBER | D | Control |
| PRICE, GARY, BENJAMIN | I | MANAGING MEMBER | D | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | MEMBER | C | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | MEMBER | C | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | MEMBER | C | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | MEMBER | C | Control |
| LYON, CRAIG, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LYON, CRAIG, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LYON, CRAIG, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| LYON, CRAIG, WILLIAM | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| PRICE, GARY, BENJAMIN | I | MEMBER | C | Control |
| PRICE, GARY, BENJAMIN | I | MEMBER | C | Control |
| PRICE, GARY, BENJAMIN | I | MEMBER | C | Control |
| PRICE, GARY, BENJAMIN | I | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARTWRIGHT, TIMOTHY, JOHN | I | FIFTH AVENUE ADVISORS LLC | C | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | FIFTH AVENUE ADVISORS LLC | C | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | FIFTH AVENUE ADVISORS LLC | C | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | FIFTH AVENUE ADVISORS LLC | C | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | FIFTH AVENUE ADVISORS LLC | C | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | FIFTH AVENUE ADVISORS LLC | C | Control |
| CARTWRIGHT, TIMOTHY, JOHN | I | FIFTH AVENUE ADVISORS LLC | C | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (3)
FL MI PA
Address
3003 TAMIAMI TRAIL NORTHSUITE 410
NAPLES, FL 34103
United States
Phone: 239-262-6300