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FIVENCA ASSET MANAGEMENT LLC
doing business as FIVENCA ASSET MANAGEMENT

Firm Overview

FIVENCA ASSET MANAGEMENT LLC is a state registered investment adviser and is not registered with the SEC. As of the firm's last SEC filing on March 26, 2019, the firm has 3 employees and has $1.96 Million in Regulatory Assets Under Management (RAUM).


Form ADV Summary as of March 26, 2019

Latest Headlines

New Investment adviser, FIVENCA ASSET MANAGEMENT LLC, has registered with the U.S. Securities and Exchange Commission, according to the latest SEC filing.

Address Information

MAIN ADDRESS


917 371-0026

Adviser Information

Legal Name

FIVENCA ASSET MANAGEMENT LLC

Business Name

FIVENCA ASSET MANAGEMENT

Jurisdiction/Type

DE Limited Liability Company

Website(s)

http://www.fivenca.us

SEC Status

-

Registration Date

Registration Information

SEC Number

CRD Number

288527

Public Reporting Company

No

CIK Number

LEI Number

Legal Structure and Domicile

Legal Structure

Limited Liability Company

Legal Domicile Country

United States

Legal Domicile State/Province

DE

Key Figures Summary

Regulatory Assets Under Management (RAUM)

Number of Employees

3 (Advisory: 3)

Number of Clients

7

Number of Accounts

7

Services, Fees, and Clients

Services Offered

  • Portfolio Management - Small Businesses
  • Portfolio Management - Pooled Investment Vehicles
  • Portfolio Management - Business or Institutional Clients
  • Selection of other Advisers
  • Newsletter

Fee Type Charged

  • Percentage of AUM
  • Hourly Charges
  • Fixed Fees
  • Performance-based Fees

Client Types

Significant Red Flags

Disclosure Reporting Pages (DRPs)

  • None

Potential Conflicts

  • Transactions in Recommended Securities
  • Related Persons have Custody of Client Assets or Accounts