5C ADVISOR
SEC RegisteredDeep experience. Relentless client focus. Performance driven.
About the firm
5C Investment Partners is a solutions-oriented investment firm focused on private credit, founded by Tom Connolly and Michael Koester, who together built and managed scaled, world-class investment businesses. The firm provides flexible financing solutions with a focus on the upper-middle market, supported by access, deep experience, established processes, and a unique culture.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private credit and direct lending, providing flexible financing solutions with sourcing, underwriting, and risk management capabilities, seeking to deliver attractive risk-adjusted investment results.
Who they serve
Upper-middle market companies seeking flexible financing solutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $262M |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 5C ADVISOR has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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