FS Real Estate Advisor, LLC

RIASEC RegisteredEst. 2019
Total AUM
$9.1B
Discretionary
$9.1B
100% of AUM
Avg account
$9.1B
Accounts
1
Employees
133
Advisory reps
5

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
306352
Registered since
December 5, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FS Real Estate Advisor, LLC is an SEC-registered limited liability company (registered in 2019) that provides portfolio management services focused on pooled investment vehicles for institutional clients. The firm’s ownership structure includes both a domestic entity and an individual. Its advisory practice is structured to support sponsored pooled vehicles and third-party manager relationships rather than acting as a broad capital allocator. FS Real Estate Advisor charges fees based on a percentage of assets under management and may also collect performance-based and other fee types. The firm does not identify as an active ESG investor. FS Real Estate Advisor lists multiple industry roles and affiliations, including broker-dealer activities, registration as another type of investment adviser, CPO/CTA functions, and acting as sponsor, general partner, or managing member of pooled investment vehicles. Those roles indicate the firm operates on both the manager/sponsor side of pooled structures and in advisory capacities for institutional 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

2 of 2
  • ELIZABETH DETWILER

    Chief Compliance OfficerCRD 4361137

  • MARC BRYANT

    Chief Legal OfficerCRD 4516386

Contacts

3 of 3
  • STEPHEN SYPHERD

    General Counsel and SecretaryCRD 6926662

  • DAVID ADELMAN

    Vice ChairmanCRD 5517785

  • MICHAEL FORMAN

    ChairmanCRD 5517777

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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