Fifth Force Management

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Client assets under management

$406,938,000

Clients

0% high-net-worth

Advisors

of 4 employees

Firm type

Investment Manager

May not manage individual clients

Clients per advisor

Average account size

$135,646,000

About

Fifth Force Management is a multi-family office investment adviser that works primarily with high‑net‑worth individuals and their related trusts and charities rather than mass‑market retail clients. The firm provides discretionary portfolio management and financial planning alongside family office services such as bookkeeping, reporting and bill pay, and family governance and coaching.

The adviser pursues a tactical allocation approach grounded in fundamental analysis, tailoring portfolios to client objectives and risk profiles on a discretionary basis. To implement those strategies it may use a wide range of instruments and techniques — including listed and over‑the‑counter securities, corporate and government debt, mutual funds, options, short sales, margin borrowing and private placements — and may recommend cash positions or specific stocks to adjust sector weightings or hedge exposure.

Fifth Force is notable among its peers for offering performance‑based fee arrangements to qualified clients and for routinely employing leverage and derivatives within managed accounts. The firm concentrates on a small number of family office clients and bundles operational services for separate fees rather than targeting a broad retail client base.

Client services

Financial planning Portfolio management

Expertise

Wealth management Tax-loss harvesting Retirement income strategy General tax planning

Fee options

Fixed

Annual fixed fee of $500,000 payable quarterly in arrears, negotiable

Performance-based

Performance fee of up to 20% of profits from investments sourced by Fifth Force, calculated on liquidation or account termination

Other

Account minimum: $50,000,000 Minimum fee: Minimum annual fee of $600,000 when clients are charged asset-based investment management and family office services

Main office location

Fifth Force Management

5217 Mckinney Avenue, Suite 525

Dallas TX 75205, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

972-571-4397

Advisors at this firm

Griffin M

Series 65

Dallas, TX

Fifth Force Management

Griffin Maurice is a financial advisor at Fifth Force Management in Dallas, TX, holding a Series 65 designation with one year of industry experience. His prior roles include positions at The Weiser Foundation and The University of Texas at Austin. Fifth Force Management is a multi-family office serving high net worth individuals, related trusts, and charitable entities with discretionary investment management, financial planning, and family office services. The firm uses a tactical allocation approach with a range of instruments to manage risk and pursue returns, focusing on customized portfolio management aligned with client objectives.

Wealth management Tax-loss harvesting Retirement income strategy General tax planning

Ryan C

Series 63, Series 66

Dallas, TX

Fifth Force Management

Ryan Chowdhury is a financial advisor at Fifth Force Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Fifth Force Management is a multi-family office serving high net worth individuals, related trusts, and charitable entities with discretionary investment management, financial planning, and family office services. The firm utilizes a tactical allocation approach informed by fundamental analysis and offers customized portfolio management and planning tailored to client objectives.

Wealth management Tax-loss harvesting Retirement income strategy General tax planning

See all

View complete list of advisors at this firm

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