5 C Investment Partners Advisor Llc
- Regulatory AUM
- $262M
- Discretionary
- $262M
- Clients
- 1
- Avg AUM / client
- $262M
- Accounts
- 1
- Employees
- 29
AUM over time
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $262M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $25.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| 5 C Founders Lp | Private Equity Fund | Delaware | $25.0M | 4 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Connolly, Thomas, Gerard | Limited Partner | Sep 2023 (3y) | ≈ 18.75% – 50% via 5 C Investment Partners Lp | |
| Koester, Michael, Edward | Co Founder And Co Managing Partner | Sep 2023 (3y) | ≈ 18.75% – 50% via 5 C Investment Partners Lp | |
| Galea, Frank, Robert | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Deitch, Paul, Laurence | Chief Operating Officer | Apr 2024 (2y) | Less than 5% | |
| Roos, Jason, Tyler | Chief Financial Officer | Apr 2024 (2y) | Less than 5% | |
| Shalette, Gregory, Darren | General Counsel | Apr 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 5 C Investment Partners Lp | Managing Member | Sep 2023 | A | 75% or more |
| 5 C Investment Partners Llc | General Partner | Sep 2023 | B | GP / trustee / elected manager of 5 C Investment Partners Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Connolly, Thomas, Gerard: 25% – 50% of 5 C Investment Partners Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Koester, Michael, Edward: 25% – 50% of 5 C Investment Partners Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Private funds (1, $25.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| 5 C Founders Lp | Private Equity Fund | $25.0M | $0 | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.23 MB | 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
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗