SourcingSourcing

FIVE ELEVEN FAMILY OFFICE LLC

B55
CRD 334002·SEC 801-131739·GARDEN CITY, NY
AUM
$162.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$488K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIVE ELEVEN FAMILY OFFICE LLC
CRD
334002
SEC file #
801-131739
EIN
—
DBA names
Five Eleven Partners

Economics

AUM
$162.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$131.4M → $162.7M▲ +24%
Client mix
Individuals High Net Worth5

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
GARDEN CITY NY
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
five11partners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CROFTON, ANDREW, TAYLOR
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CROFTON, ANDREW, TAYLOR
ESSEX, WINFIELD, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FIVE11PARTNERS.COM
Rdap Domain Creation Date
2024-11-06T15:58:45Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-06T15:58:45Z
Rdap Domain Last Changed
2024-11-06T15:58:46Z
Rdap Nameservers
Ns55.domaincontrol.comNs56.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2504659
Trust Company Affiliate
No

People (4)

4
CROFTON, ANDREW, TAYLOR
IAR · Direct Owner · 62.5%
2504659
ESSEX, WINFIELD, SCOTT
Direct Owner · 37.5%
2869539
CALDERON, GILBERT, AARON
IAR · Direct Owner · 7.5%
5002608
FEINBERG, KEITH, J.
IAR · Executive Officer · 2.5%
7394452