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5TH CENTURY PARTNERS

CHICAGO, IL · CRD 313522 · IAPD ↗ · 312-242-0071

$521.2MRegulatory AUM
14Advisory reps
14Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — 5TH CENTURY PARTNERS crossed $500M in regulatory AUM ($397.9M -> $521.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
55
April 2025 — 5TH CENTURY PARTNERS reported RAUM up 65% ($241.7M -> $397.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2024 — 5TH CENTURY PARTNERS (CHICAGO, IL) is newly SEC-registered with $241.7M RAUM and 11 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.