P
CRD: 327518
Par5 Advisors LLC
Miami, FL, 33131
7866385650
$15.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
29 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- JP Morgan · Pershing · Stonex · UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-26-2024
- Office Locations
- 1
Office Locations
600 Brickell Avenue Suite 2520 Miami FL
About Par5 Advisors LLC
Par5 Advisors LLC is a Miami-based RIA. The firm has been operating for 2 years. Managing $15.8M in total assets under management, with 3 advisory representatives. They custody assets with JP Morgan and Pershing. Services offered include Portfolio Construction.
Team overview
52 AVG AGE
$5.3M AVG AUM / ADVISOR
$545.7K AVG AUM / CLIENT
1.2 yrs AVG TENURE
4 Employees
3 Advisory Reps
4 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Optima ember Vertex quantum Insight Vector Matrix
Client Personas
Value
Investment Vehicles
Element
Services
Catalyst
Owner & Executives
A
AJIT Singh AJMANI
Chief Executive Officer
- CRD
- #5188424
- Ownership
- Less than 5%
(233) 415-6286
vital.beacon@eaglecapital.com
in linkedin.com/in/eagle-oak
H
HERMAN ANDRES SCHOLTZ RAFFALLI
Chief Compliance Officer
- CRD
- #6225099
- Ownership
- Less than 5%
(220) 407-8688
unison.value@vectorcapital.com
in linkedin.com/in/value-radial
Showing 2 of 2 owners & executives
Unlock allContacts
Jack A Rio
--
- CRD
- #7883519
(519) 236-5813
beacon.foundation@crestcapital.com
in linkedin.com/in/matrix-value
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $15,824,138 | -- |
| Total | $15,824,138 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,824,138
Corporate - Non-Investment Grade:
6.6% Corporate - Investment Grade:
11.7% Public Funds:
13.7% Equity - Exchange:
10.3% Sovereign Bonds:
27.0% U.S. Government/Agency:
6.5% Cash:
10.0% Municipal Bonds:
14.2% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Non-Investment Grade | $233,170,180 | 6.6% |
| Corporate - Investment Grade | $413,347,137 | 11.7% |
| Public Funds | $484,004,768 | 13.7% |
| Equity - Exchange | $363,886,796 | 10.3% |
| Sovereign Bonds | $953,878,010 | 27.0% |
| U.S. Government/Agency | $229,637,299 | 6.5% |
| Cash | $353,288,152 | 10.0% |
| Municipal Bonds | $501,669,175 | 14.2% |
| Total | $3,532,881,517 | 100.0% |