Fifth Force Management

Fifth Force Management is a multi-family office investment advisor firm established in April 2021 and registered under the Investment Advisers Act of 1940 since March 2023. The firm, led by Managing Director Ryan Chowdhury, offers fee-based investment management and financial planning services, practicing custom portfolio management on a discretionary basis. Their tactical allocation strategy aims to reduce risk and enhance performance, utilizing various securities including mutual funds and options. Financial planning services encompass tailored advice on investment strategies, retirement planning, tax optimization, and estate planning. Fifth Force requires a minimum of $50,000,000 in family assets for client accounts but may accept lower values at its discretion. The firm charges an annual management fee of 0.30% based on portfolio assets, with additional fees for family office services. Clients may opt for fixed fees or performance-based fees for private placement securities. Fifth Force operates as a fiduciary, prioritizing client interests and maintaining a Code of Ethics to manage conflicts of interest. The firm exercises investment discretion, reviews accounts quarterly, and has custody of client assets, complying with regulatory requirements. Clients retain voting rights for their securities, and Fifth Force does not provide proxy voting advice. The firm does not solicit prepayment exceeding $1,200 per client and has no financial conditions impairing its commitments. Fifth Force has no disciplinary history or affiliations with broker-dealers or other financial entities.