Investment adviser · CRD 284213
5C CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
WOODCLIFF LAKE, NJ, United States · Form ADV filed Mar 17, 2026
- Regulatory AUM
- $648M Form ADV · Item 5.F
- Client accounts
- 1,897 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 166 | $505,300,932 | 78.0% |
| Individuals | 345 | $122,813,510 | 18.9% |
| Retirement plans | 17 | $15,770,412 | 2.4% |
| Corporations & businesses | 17 | $3,917,632 | 0.6% |
| Charities | 7 | $329,210 | 0.1% |
Filing source
Form ADV 2074832 · Mar 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
50 TICE BOULEVARD, SUITE A32WOODCLIFF LAKE, NJ, 07677, United States
CRD 284213
Filing source
Form ADV 2074832 · Mar 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.