5th Street Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$312,437,445
Clients
207
Advisors
4
of 7 employees
About
5th Street Advisors provides investment management, financial planning, and retirement plan consulting to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. As of December 31, 2025 the firm reported about $524 million in assets under management, a five‑person advisory team, roughly 207 client relationships, and typically applies a $500,000 account minimum (with case‑by‑case exceptions).
The firm’s investment approach emphasizes strategic asset allocation implemented through proprietary model portfolios and a top‑down analysis of global macro and sector fundamentals, relying primarily on mutual funds and ETFs rather than detailed individual‑security analysis. 5th Street manages both discretionary and non‑discretionary accounts, provides advice on held‑away employer plans and annuities, and regularly adjusts model weights and rebalances portfolios — activity that can produce above‑average turnover in some strategies.
Noteworthy operational and service features include complementary financial planning for managed clients who meet the firm’s portfolio minimum and the provision of retirement plan consulting with the ability to accept ERISA fiduciary designations. The firm also discloses that it recommends Fidelity and Schwab and receives software, research and other economic benefits from them, does not vote client securities on behalf of clients, and may operate under standing letters of authorization that create effective custody — factors prospective clients should consider when evaluating the adviser.
Client services
Expertise
Fee options
Up to 1.00% annually
$400 per hour for financial planning and consulting services
Account minimum: $500,000 Fee-only: Fixed fee generally ranging from $3,000 to $5,000 for financial planning and consulting services
Main office
107 John Street
Southport CT 06890
Advisors at this office
4
Most active in
California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Illinois · Louisiana · Maryland · Massachusetts · New Jersey · New York · North Carolina · South Carolina · Texas · Virginia
Also doing business as
5 Th Street Advisors LLC · 5 Th Street Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Cesar M
CFP®, Series 63, Series 65
Southport, CT
5th Street Advisors, LLC
Cesar Manent is a CFP® with 19 years of industry experience, currently serving at 5th Street Advisors, LLC since 2006. He also has long-standing roles at New American Mortgage, LLC and New American Partners, LLC. 5th Street Advisors is an SEC-registered investment adviser providing investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, and business entities. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs.
Carolina M
Series 65
Southport, CT
5th Street Advisors, LLC
Carolina Manent is a Series 65-licensed financial advisor with 5 years of industry experience, currently serving at 5th Street Advisors, LLC. Her prior work history includes roles at New York University and Apartment Nine, LLC. 5th Street Advisors provides investment management, financial planning, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm emphasizes strategic asset allocation using proprietary model portfolios and a top-down analysis of global macro and sector fundamentals, primarily employing mutual funds and ETFs.
Abelardo C
CFP®, Series 63, Series 65
Southport, CT
5th Street Advisors, LLC
Abelardo Curdumi is a CFP® with 19 years of industry experience, currently serving as an advisor at 5th Street Advisors, LLC since 2006. He also has a longstanding affiliation with New American Partners, LLC dating back to 2001. Aside from his advisory roles, he is involved as a managing member and passive owner in several real estate-related entities. 5th Street Advisors is an SEC-registered investment adviser providing investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs, and serves clients on both discretionary and non-discretionary bases.
Shane P
Series 65
Southport, CT
5th Street Advisors, LLC
Shane Pendley is a financial advisor at 5th Street Advisors, LLC in Stamford, CT, holding a Series 65 credential with nine years of industry experience. He has been with 5th Street Advisors since 2016. 5th Street Advisors is an SEC-registered investment adviser that provides investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, trusts, charitable organizations, and corporations. The firm employs a strategic, top-down asset allocation approach using proprietary model portfolios primarily composed of mutual funds and ETFs, and offers both discretionary and non-discretionary services.
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