5c Capital Management, LLC

Retirement Plan Advisor

Woodcliff Lake, NJ

About 5c Capital Management, LLC

<p>Across the New York City metro area, 5c Capital Management, LLC advises individuals, business owners, and institutions on investing and long-term planning. The firm is an SEC Registered Investment Advisor with offices in Woodcliff Lake in Bergen County, New Jersey (HQ), plus White Plains in Westchester County, New York, and Westport in Fairfield County, Connecticut.</p> <p>5c Capital Management works as a fiduciary and focuses on clear communication and practical decision-making. The team often coordinates with a client’s outside professionals, including tax advisors, attorneys, and business consultants, so the investment plan and financial plan stay aligned.</p> <p>For employer-sponsored plans, the firm offers retirement plan consulting and supports pension and profit-sharing plans. It can take on fiduciary roles under ERISA as both a 3(21) co-fiduciary and a 3(38) investment manager, making it a fit for sponsors who want documented help with investment selection, monitoring, and ongoing governance.</p> <ul> <li>SEC Registered Investment Advisor</li> <li>Offices in Woodcliff Lake, NJ (HQ), White Plains, NY, and Westport, CT</li> <li>3(21) and 3(38) fiduciary services</li> <li>Pension and profit-sharing plan consulting</li> <li>$0.5B in AUM (2026)</li> </ul>

Website: http://5cwealth.com/

Office Locations

  • Woodcliff Lake, NJ (Headquarters)
  • White Plains, NY
  • Westport, CT

Services Offered

  • 3(21) Investment Advisor
  • 3(38) Investment Manager

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $537.4M

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
NUVOLO TECHNOLOGIES CORPORATION 401K PLANNUVOLO TECHNOLOGIES CORPORATION, MA$5M

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