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- Custodian
- Fifth Third Bank · JP Morgan · RBC
- Clients
- Retail and Institutional
- Platforms
- Fusion fusionEagle beacon
- Established Date
- 01-01-2003
- Office Locations
- 3
Office Locations
About Five Mile River Investment Management, LLC
Five Mile River Investment Management, LLC is a state-registered investment adviser providing portfolio construction and asset-allocation guidance, including insurance-related planning, for retail and institutional clients, with a stated focus on entrepreneurs. The firm references investment themes including infrastructure and hedge funds, and supports client portfolios using tools such as FactSet, with custody relationships that include J.P. Morgan.
Team overview
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Client Personas
Investment Themes
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Owner & Executives
LEE CRAWFORD GARCIA
MANAGING DIRECTOR
- CRD
- #4627740
- Ownership
- 50% but less than 75%
THAYER BROWN ROBBINS
Chief Compliance Officer
- CRD
- #400715
- Ownership
- 25% but less than 50%
Horizon signal
Delta north bridge
- CRD
- #24665
- Ownership
- 41.5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,692,772 | $334,106 |
| Non-Discretionary | $0 | -- |
| Total | $108,692,772 | $334,106 |
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Separately Managed Accounts
Total SMA Asset: $108,692,772
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,071,649,138 | 16.0% |
| Cash | $837,225,889 | 12.5% |
| Equity - Exchange | $4,788,932,083 | 71.5% |
| Total | $6,697,807,110 | 100.0% |