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FIVE ELEVEN PARTNERS

GARDEN CITY, NY · CRD 334002 · IAPD ↗ · five11partners.com · 917-685-1360

$162.7MRegulatory AUM
4Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — FIVE ELEVEN FAMILY OFFICE LLC is now doing business as FIVE ELEVEN PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
58
April 2026 — FIVE ELEVEN PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
June 2025 — FIVE ELEVEN FAMILY OFFICE LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
June 2025 — FIVE ELEVEN FAMILY OFFICE LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2025 — FIVE ELEVEN FAMILY OFFICE LLC (GARDEN CITY, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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.