FS/KKR ADVISOR, LLC

RIASEC RegisteredEst. 2018
Total AUM
$16.1B
Discretionary
$16.1B
100% of AUM
Avg account
$5.4B
Accounts
3
Employees
736
Advisory reps
7

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
292803
Registered since
April 2, 2018
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Fs/Kkr Advisor, LLC is an SEC-registered limited liability company that provides portfolio management services to institutional clients and investment companies. The adviser has been registered with the SEC since 2018 and operates under a mix of fee arrangements, including a percentage-of-assets component and performance-based fees. Its regulatory profile lists commodity pool operator (CPO) or commodity trading adviser (CTA) activity and various industry affiliations, including relationships with broker-dealers and insurance companies and roles as sponsor, general partner, or managing member of pooled investment vehicles. The firm does not identify as an active ESG investor, and it is not characterized as a multi-state or related adviser in the available filings. Its client focus is institutional, and its business reporting indicates involvement in activities beyond straightforward discretionary portfolio management — notably in structuring and operating pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Owners & executives

3 of 4
  • MARC BRYANT

    Chief Legal OfficerCRD 4516386

  • ELIZABETH DETWILER

    Chief Compliance OfficerCRD 4361137

  • JOSEPH MCGEEHIN

    Chief Financial OfficerCRD 5193186

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Contacts

3 of 3
  • STEPHEN SYPHERD

    General Counsel and SecretaryCRD 6926662

  • MICHAEL FORMAN

    ChairmanCRD 5517777

  • DAVID ADELMAN

    Vice ChairmanCRD 5517785

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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