# Fifth Avenue Family Office

> Fifth Avenue Family Office is an SEC-registered investment advisory firm in Naples, FL, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 122448
- Filed as: FIFTH AVENUE FAMILY OFFICE
- Legal name: Fifth Avenue Family Office LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122448
- AdvisorCensus page: https://advisorcensus.com/firm/fifth-avenue-family-office-naples-fl-122448

## Quick answers

**How is Fifth Avenue Family Office compensated?**
On its Form ADV (Item 5.E, October 2026), Fifth Avenue Family Office reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Fifth Avenue Family Office charge?**
Its Form ADV Part 2A brochure dated March 16, 2026 states: Up to $2,000,000: 1% a year; $2,000,000 to $10,000,000: 0.75% a year; $10,000,000 to $30,000,000: 0.5% a year; Above $30,000,000: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fifth Avenue Family Office located?**
Fifth Avenue Family Office's principal office is in Naples, FL, according to its Form ADV.

**Is Fifth Avenue Family Office registered with the SEC or a state?**
Fifth Avenue Family Office is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 122448.

**How much does Fifth Avenue Family Office manage?**
Fifth Avenue Family Office reports $1,350,847,041 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (17% discretionary).

**How have Fifth Avenue Family Office's assets and staff changed since 2021?**
In the Form ADV data for Fifth Avenue Family Office: Regulatory assets under management: $296,237,898 in the October 2021 data and $1,350,847,041 in the October 2026 data, up 356%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fifth Avenue Family Office serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9).

**Which custodians does Fifth Avenue Family Office use?**
Fifth Avenue Family Office's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., J.P. Morgan Securities LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Fifth Avenue Family Office report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122448

**Does Fifth Avenue Family Office state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "Our relationship minimum is $ 20,000,000 of AUA which we may waive at our sole discretion."

**What changed in Fifth Avenue Family Office's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $908,527,735 to $1,350,847,041 (+49%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Up to $2,000,000: 1% a year
- $2,000,000 to $10,000,000: 0.75% a year
- $10,000,000 to $30,000,000: 0.5% a year
- Above $30,000,000: 0.25% a year

> 1.00% on the first $2,000,000

> 0.75% on the next $8,000,000

> 0.50% on the next $20,000,000

> 0.25% on values over $30,000,000

- Account minimum: $20,000,000 (the brochure says it may be waived or negotiated)

> Our relationship minimum is $ 20,000,000 of AUA which we may waive at our sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- J.P. Morgan Securities LLC
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,350,847,041
- Discretionary: $229,643,997
- Non-discretionary: $1,121,203,044

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 9 | $1,339,830,991 |
| Charitable organizations | Fewer than 5 | $11,016,050 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2002 (24 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fifthavenuefamily.com](https://fifthavenuefamily.com)
- LinkedIn @fifthavenuefamily

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $296,237,898 | 7 | March 31, 2021 |
| October 2022 | $337,342,191 | 7 | March 31, 2022 |
| October 2023 | $190,674,421 | 6 | March 31, 2023 |
| October 2024 | $633,393,801 | 7 | March 23, 2024 |
| October 2025 | $908,527,735 | 7 | March 26, 2025 |
| October 2026 | $1,350,847,041 | 7 | March 16, 2026 |

Regulatory assets under management: $296,237,898 in the October 2021 data and $1,350,847,041 in the October 2026 data, up 356%.
Total employees: 7 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $908,527,735 to $1,350,847,041 (+49%).

### January 2026
- No longer registered or notice-filed in MI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fifth Avenue Family Office (CRD 122448): Form ADV filing data as of October 2026.