FS Global Advisor, LLC

RIASEC RegisteredEst. 2013
Total AUM
$3B
Discretionary
$2.8B
93% of AUM
Avg account
$377M
Accounts
8
Employees
184
Advisory reps
7

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
167620
Registered since
July 22, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies71.67%
  • Pooled Investment Vehicles21.63%
  • Other6.7%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FS Global Advisor, LLC is a privately held limited liability company formed in 2013 that acts as a manager of private equity vehicles and a provider of portfolio management services to institutional clients. The firm combines asset-based and performance-linked fee arrangements and operates in roles that include commodity pool operator/commodity trading advisor (CPO/CTA). Its advisory scope covers portfolio management for investment companies, pooled investment vehicles, and institutional or business investors. FS Global is not positioned as an ESG-focused manager, and it does not identify as a multi-state or newly formed adviser. Industry affiliations reported include broker-dealer relationships and functions as a sponsor, general partner or managing member of pooled investment vehicles, indicating the firm both allocates to external managers and sponsors its own pooled funds.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 100%100%
  • Private Funds100%

Owners & executives

3 of 3
  • Joseph Mcgeehin

    Chief Financial OfficerCRD 5193186

  • Elizabeth Detwiler

    Elizabeth Detwiler

    Chief Compliance OfficerCRD 4361137

  • Marc Bryant

    Marc Bryant

    Chief Legal OfficerCRD 4516386

Contacts

3 of 4
  • William Kirby

    Risk ManagerCRD 8293803

  • David Adelman

    David Adelman

    Vice ChairmanCRD 5517785

  • Michael Forman

    Michael Forman

    ChairmanCRD 5517777

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Philadelphia, PA

Philadelphia

Location

Philadelphia, PA

Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Philadelphia
Address
3025 John F Kennedy Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth