{ "crd_number": 326712, "slug": "fifth-partners-management-llc-dallas-tx-326712", "primary_business_name": "FIFTH PARTNERS MANAGEMENT, LLC", "legal_name": "FIFTH PARTNERS MANAGEMENT, LLC", "dbas": [], "city": "Dallas", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2023-06-16", "years_registered": 3, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 391619809.0, "raum_discretionary": 391619809.0, "raum_non_discretionary": 0.0, "raum_band": "100m_500m", "raum_band_label": "$100 million to $500 million", "total_employees": 28, "advisory_employees": 7, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 391619809.0, "count": 11 } }, "compensation_types": [ "fixed", "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "TX" ], "websites": [ "https://archenergypartners.com", "https://fifthpartners.com", "https://linkedin.com/company/arch-ep/about", "https://linkedin.com/company/fifth-partners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326712", "city_as_filed": "DALLAS", "url": "https://advisorcensus.com/firm/fifth-partners-management-llc-dallas-tx-326712", "display_name": "Fifth Partners Management, LLC", "summary": "Fifth Partners Management, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Fifth Partners Management, LLC (CRD 326712): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Fifth Partners Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Fifth Partners Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees." }, { "q": "Where is Fifth Partners Management, LLC located?", "a": "Fifth Partners Management, LLC's principal office is in Dallas, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Fifth Partners Management, LLC registered with the SEC or a state?", "a": "Fifth Partners Management, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326712." }, { "q": "How much does Fifth Partners Management, LLC manage?", "a": "Fifth Partners Management, LLC reports $391,619,809 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Fifth Partners Management, LLC's assets and staff changed since 2023?", "a": "In the Form ADV data for Fifth Partners Management, LLC: Regulatory assets under management: $350,185,880 in the October 2023 data and $391,619,809 in the October 2026 data, up 12%. Total employees: 32 in October 2023 and 28 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Fifth Partners Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11)." }, { "q": "Does Fifth Partners Management, LLC report any disciplinary disclosures?", "a": "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/326712" }, { "q": "What changed in Fifth Partners Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $279,375,076 to $391,619,809 (+40%)." } ], "filing_history": [ { "period": "2023-10-01", "regulatory_assets_under_management": 350185880.0, "total_employees": 32, "filing_date": "2023-05-15" }, { "period": "2024-10-01", "regulatory_assets_under_management": 288926196.0, "total_employees": 32, "filing_date": "2024-05-23" }, { "period": "2025-10-01", "regulatory_assets_under_management": 279375076.0, "total_employees": 25, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 391619809.0, "total_employees": 28, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $279,375,076 to $391,619,809 (+40%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/fifth-partners-management-llc-dallas-tx-326712.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 11, "fewer_than_5": false, "raum": 391619809.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326712", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }