5 Th Street Advisors, Llc
- Regulatory AUM
- $524M
- Discretionary
- $361M
- Clients
- 222
- Avg AUM / client
- $2.4M
- Accounts
- 688
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of May 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 115 | $35.4M | 6.75% |
| High net worth individuals | 92 | $277M | 52.8% |
| Pension and profit sharing plans | 11 | $163M | 31.1% |
| Corporations and other businesses | 4 | $49.1M | 9.37% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Regis Hr Group 401(k) Plan The Simplex Group, Inc. | 2024 | |
| Kind, Inc. Retirement Savings Plan Mars, Incorporated | New York, NY | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cesar Gonzalez Manent | Managing Member | CFP | Mar 2006 (20y) | 50% – 75% |
| Abelardo Santiago Curdumi | Managing Member | CFP | Dec 2006 (20y) | 25% – 50% |
| Shane Dee Pendley | Managing Member And Chief Compliance Officer | Aug 2018 (8y) | 10% – 25% | |
| Carolina Cristina Manent | Registered representative | Jul 2021 (5y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Regis Hr Group 401(k) Plan | The Simplex Group, Inc. | 3,257 | $108M | 01/01/2024 |
| Kind, Inc. Retirement Savings Plan | Mars, Incorporated | 1,340 | $63.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/05/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $381M (73% of AUM) May 2026
- Fidelity Distributors Company Llc $294M (64% of AUM) Dec 2024
- Fidelity Investments Institutional Services Company, Inc. $126M (59% of AUM) Mar 2019
- Fidelity Investments $122M (56% of AUM) Dec 2018
- Charles Schwab & Co. $109M (21% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 05, 2026.
View current Form ADV (SEC/IAPD) ↗