Five Eleven Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Five Eleven Family Office reports 5 high-net-worth individuals. Of its assets, 100.0% ($163M across 36 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 5 | $163M | 100.0% | $32.5M |
| Total | 5 | $163M | 100% | $32.5M |
- Clients
- 5
- Regulatory AUM
- $163M
- AUM share
- 100.0%
- Avg. per client
- $32.5M
Total
- Clients
- 5
- Regulatory AUM
- $163M
- AUM share
- 100%
- Avg. per client
- $32.5M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Five Eleven Family Office is paid through a percentage of assets under management, fixed fees (other than subscription fees), performance-based fees and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning, consulting and concierge services are priced under a written agreement; the brochure states no fee rate for them.
Andrew Crofton owns 50% to 75% of Five Eleven Family Office. The leadership team of Five Eleven Family Office includes President Winfield Essex and Chief Investment Officer Gilbert Calderon. It has 7 employees, 4 of them in advisory roles.
Staff
- 7 employees
- 4 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Five Eleven Family Office LLC
Andrew Crofton
Control person · since August 2024
- Owns 25% to 50% of Five Eleven Family Office LLC
Winfield Essex
Control person · since November 2024
- Owns 5% to 10% of Five Eleven Family Office LLC
Gilbert Calderon
Control person · since December 2024
Five Eleven Family Office’s regulatory assets grew from $131M (May 2025) to $163M (July 2026); clients rose from 4 to 5 and employees from 6 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $163M | 5 | 7 | 2 |
| May 2025May 2025 | $131M | 4 | 6 | 2 |
Besides its headquarters, Five Eleven Family Office has 1 office, with 2 listed addresses across 2 states.
Illinois · 1 listed address
- 5 Revere Drive, Northbrook
New York · 1 listed address
- 1044 Franklin Avenue, Suite 205, Garden CityHQ
Other business names
Five Eleven Family Office has reported 1 other business name to the SEC.
- Five Eleven Partners
Contact and registration details
- Legal name
- Five Eleven Family Office LLC
- Headquarters
- 1044 Franklin Avenue, Suite 205, Garden City, NY 11530
- Website
- five11partners.com
- Phone
- 917-685-1360
- @five-eleven-partners
- SEC file
- 801-131739
- Structure
- Delaware LLC
- Fiscal year end
- December
Five Eleven Family Office’s named custodian for separately managed accounts is Fidelity ($35.6M). Five Eleven Family Office does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $35.6M100%
At year end, Five Eleven Family Office’s separately managed accounts were mostly in funds (59%) and stocks (36%).
What the accounts hold
- Stocks36%
- Funds59%
- Pooled vehicles31%
- Registered funds28%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash3%
How many clients does Five Eleven Family Office have?
Five Eleven Family Office has 5 clients and manages $163 million for them, as of July 2026. They include 5 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 7 July 2026
What services does Five Eleven Family Office offer?
Five Eleven Family Office provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Five Eleven Family Office use?
Five Eleven Family Office’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $35.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 7 July 2026
How many financial advisors does Five Eleven Family Office have?
Five Eleven Family Office has 2 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Five Eleven Family Office invest in?
At the end of its last fiscal year, Five Eleven Family Office’s separately managed accounts held 36% exchange-traded equities, 31% pooled vehicles (private funds and similar), 28% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Five Eleven Family Office?
Five Eleven Family Office’s direct owners are Andrew Crofton (50% to 75%), Winfield Essex (25% to 50%) and Gilbert Calderon (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 7 July 2026
How does Five Eleven Family Office get paid?
Five Eleven Family Office is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Five Eleven Family Office?
Five Eleven Family Office’s main office is at 1044 Franklin Avenue, Suite 205, Garden City, NY 11530. Its phone number is 917-685-1360. Its website is five11partners.com.
