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
6

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 institutional registered investment adviser formed as an LLC and SEC-registered in 2019. The firm serves institutional clients and specializes in portfolio management for pooled investment vehicles; its organizational roles include acting as sponsor, general partner, or managing member of pooled funds and maintaining ties to broker-dealers, other advisers, and CPO/CTA structures. Ownership is noted as a combination of a domestic entity and an individual. The firm is not described as a capital allocator or an active ESG investor. Fee arrangements include a percentage-of-assets component plus the capacity for performance-based fees and other fee structures, consistent with manager-run pooled vehicles where incentive compensation is common.

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

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 3
  • Stephen Sypherd

    Stephen Sypherd

    General Counsel and SecretaryCRD 6926662

  • David Adelman

    David Adelman

    Vice ChairmanCRD 5517785

  • Michael Forman

    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