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Five Mile River Investment Management L.L.C. (Stamford)


Five Mile River Investment Management L.L.C. is an adviser based in Stamford. It manages $59.47 million of regulatory assets for 178 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Arizona, Connecticut, Florida, and 3 other states.

Five Mile River Investment Management L.L.C provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Five Mile River Investment Management L.L.C: assets under management

The assets under management (AUM) of Five Mile River Investment Management L.L.C. is $59.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 135% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $59.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $334.11 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Five Mile River Investment Management L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stamford

The principal office where Five Mile River Investment Management L.L.C. performs its advisory services is located at 100 First Stamford Place 6 Fl East, Stamford, CT 06902 6740, which is also the mailing address of the firm. An additional office of the firm is in Scottsdale, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-388-4810 or by fax 203-388-4811. The normal business hours are 8am- 6pm on Monday - Friday.


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