Firm profile

5CLP ADVISOR

NEW YORK, NYCRD 328959Latest ADV March 26, 2026

5Clp Advisor is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 26, 2026, reports $602M in regulatory assets under management, 29 employees, and 1 account.

Assets Under Management
$602M
Employees
29
Offices
--
Total Clients
<5
Primary office
NEW YORK, NY
330 MADISON AVENUE, 20TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(212) 516-3171
WebsiteNot reported
LinkedInNot reported

Leadership

2 roles identified
CCOSusan L. Terenzio
COOPaul L. Deitch

Advisory services offered

1 types reported
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentBDCs represent 100.0% of total clients.
Top client categories% of clientsClients
1
BDCs
100.0%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$602Mas of March 26, 2026
Discretionary100.0%
$602M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$602M
Total Accounts1
10Y AUM Change+$602M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees29
Clients per Employee0:1
10Y Employee Change+25 (+625.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.