Fifth Set Private Wealth Management

Fifth Set does not maintain a public marketing or social media presence, suggesting client acquisition relies entirely on personal referrals and professional networks. This is consistent with a boutique RIA model where founders bring a pre-existing roster of high-net-worth relationships into the practice.

The principals of Fifth Set are not disclosed in any publicly available regulatory filing or firm communication. An RIA of this profile typically centralizes investment committee authority in one or two founding advisors, but the specific individuals and their professional backgrounds remain unknown.

Fifth Set is legally structured as a registered investment advisor, not a single-family office. However, the firm's low-profile, referral-based approach mimics the service model of a multi-family office, serving multiple high-net-worth families under one advisory roof without the formal MFO designation.

The firm has not publicly disclosed its investment policy or asset-class exposures. Given its RIA registration and wealth management framing, Fifth Set likely constructs allocations across public equities, fixed income, and potentially alternative investments sourced through external manager relationships or TAMP platforms.

As a US-based registered investment advisor, Fifth Set is subject to SEC or state-level registration. However, the firm's Form ADV filings do not appear to include a publicly searchable Part 2A brochure, which limits insight into its AUM, fee schedule, and disciplinary history.