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Fifth Force Management

Fifth Force Management. CRD 325161

F

CRD: 325161

Fifth Force Management

(972) 571-4397
$406.9M Total AUM
$406.9M Disc. AUM
-- 3Y CAGR
4 Employees
3 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
JP Morgan · Morgan Stanley · UBS
Clients
Retail
Platforms
--
Established Date
03-31-2023
Office Locations
2

Office Locations

5217 Mckinney Ave. Suite 507 Dallas TX
-- Dallas TX

About Fifth Force Management

Fifth Force Management is a Dallas-based RIA with 2 offices. The firm has been operating for 3 years. Managing $406.9M in total assets under management, with 3 advisory representatives. They custody assets with JP Morgan and Morgan Stanley.

Team overview

-- AVG AGE
$135.6M AVG AUM / ADVISOR
$135.6M AVG AUM / CLIENT
2.4 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age

Insights

Available
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Accredited Investors

Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

R

Ryan Chowdhury

Chief Compliance Officer, MANAGING DIRECTOR

CRD
#6220685
Ownership
75% or more
Available
Available
Available

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Contacts

R

Ryan Chowdbury

Managing Director

CRD
--
Available
Available
Available
G

Griffin Turner Maurice

Senior Analyst

CRD
#8006876
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-21-2023
03-21-2024
03-05-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $406,938,000 $2,527,565
Non-Discretionary $0 --
Total $406,938,000 $2,527,565

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Private Funds:
Available
Equity - Exchange:
Available
Other:
Available
Cash:
Available
Corporate - Investment Grade:
Available
Municipal Bonds:
Available
Corporate - Non-Investment Grade:
Available
Other:
Available
Asset class Assets Assets %
Private Funds Available Available
Equity - Exchange Available Available
Other Available Available
Cash Available Available
Corporate - Investment Grade Available Available
Municipal Bonds Available Available
Corporate - Non-Investment Grade Available Available
Other Available Available
Total Available Available

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