5th Street Advisors, LLC
5th Street Advisors, LLC is an independent, SEC-registered investment advisory firm headquartered in Southport, Connecticut. Founded in 2006 by Cesar G. Manent, Abelardo S. Curdumi, and Shane D. Pendley, the firm provides personalized wealth management and investment advisory services. 5th Street Advisors serves individuals, high net worth clients, and pension and profit sharing plans, utilizing a collaborative team-based approach to meet clients' financial goals. The company employs approximately 8 staff members.
Investment Strategy
5th Street Advisors, LLC employs a personalized and collaborative investment strategy, focusing on wealth management and comprehensive financial planning for individuals and institutions. The firm tailors portfolios to the needs and objectives of each client, with an emphasis on long-term growth, risk management, and asset diversification across a range of securities. The advisors work closely with clients to develop, monitor, and adjust investment strategies as needed, leveraging their diverse backgrounds and experience to deliver comprehensive advice.
Top Holdings
Equity Positions (33)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEU | VANGUARD INTL EQUITY INDEX F | 16.82% | $33.9M | 503,888 | $57.14 | $67.22 | +$3.3M |
V VTI | VANGUARD INDEX FDS | 9.45% | $19.0M | 62,591 | $240.82 | $303.93 | +$872.4K |
J JSCP | J P MORGAN EXCHANGE TRADED F | 8.83% | $17.8M | 374,706 | $45.55 | $47.44 | -$2.5M |
L LQD | ISHARES TR | 6.08% | $12.2M | 111,736 | $105.77 | $109.61 | -$2.0M |
V VTV | VANGUARD INDEX FDS | 6.01% | $12.1M | 68,473 | $144.32 | $176.74 | -$64.2K |