PAR5 Advisors LLC

Par5 Advisors provides investment advisory and portfolio management services to individuals, high‑net‑worth clients, and certain corporations through its Par5 Advisory Program and related managed accounts. The firm generally charges percentage‑of‑AUM fees and offers both direct management and recommendations to third‑party managers.

The firm collects investor profiles to tailor strategies and employs both fundamental and technical analysis to implement long‑ and short‑term strategies; accounts may be managed on either a discretionary or non‑discretionary basis depending on client preference. For non‑discretionary accounts Par5 Advisors provides recommendations and obtains client consent before trades, and clients participating in the firm’s wrap program must open brokerage accounts with its affiliated broker‑dealer, Par5 Capital, which executes transactions and assesses separate flat service charges.

Par5 Advisors is small in scale (one advisor and a limited client base) and, relative to peers, is notable for its affiliation with a FINRA‑registered broker‑dealer and for sponsoring a wrap fee program—arrangements the brochure discloses can create conflicts of interest tied to common ownership and service fees. The brochure also notes account practices such as a typical minimum and reports its regulatory AUM snapshot (zero as of April 16, 2024), a combination of features that is uncommon among supported firms.