FS GLOBAL ADVISOR, LLC
Firm details
- Headquarters
- PHILADELPHIA, Pennsylvania
- CRD number
- 167620
- Registered since
- July 22, 2013
- Website
- fsinvestments.com
- 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
FINTRXOverview
FS Global Advisor, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2013. The firm operates primarily as a manager of pooled vehicles and investment companies for institutional clients, and it also functions in commodity pool/CTA capacities. Its business model combines sponsor/GP activity with portfolio management for pooled investment vehicles and institutional balance-sheet mandates. Fee arrangements include a percentage-of-AUM component together with performance-based fees, consistent with active management of illiquid or opportunistic strategies. The firm’s client base is concentrated and institutional in nature. FS Global Advisor is not positioned as an active ESG investor. Its regulatory and industry affiliations span broker-dealer relationships, commodity pool/CTA activity, and sponsorship or managing-member roles for pooled vehicles, indicating both product origination and ongoing portfolio management responsibilities.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds100%
Owners & executives
2 of 2ELIZABETH DETWILER
Chief Compliance OfficerCRD 4361137
MARC BRYANT
Chief Legal OfficerCRD 4516386
Contacts
3 of 3DAVID ADELMAN
Vice ChairmanCRD 5517785
MICHAEL FORMAN
ChairmanCRD 5517777
STEPHEN SYPHERD
General Counsel and SecretaryCRD 6926662
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
ELM WEALTH
RIAPHILADELPHIA, PA
ROFFMAN MILLER ASSOCIATES INC
RIAPHILADELPHIA, PA
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC
RIAPHILADELPHIA, PA
NEWMARKET INVESTMENT MANAGEMENT, LP
RIAPHILADELPHIA, PA
LUBERT-ADLER MANAGEMENT COMPANY, L.P.
RIAPHILADELPHIA, PA
RTD FINANCIAL ADVISORS INC
RIAPHILADELPHIA, PA