FS Specialty Lending Advisor, LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$1.9B
Accounts
1
Employees
177
Advisory reps
7

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
293054
Registered since
April 2, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

FS Specialty Lending Advisor, LLC is an SEC-registered limited liability company formed in 2018 that serves institutional clients. The firm operates as a CPO/CTA and performs portfolio management for investment companies, and it also holds industry roles as a sponsor, general partner, or managing member of pooled investment vehicles. Its ownership is a mix of a domestic entity and an individual. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The adviser is not positioned as an ESG-focused manager, is not a multi-state adviser, and does not identify as a capital allocator or pension consultant.

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
  • Marc Bryant

    Marc Bryant

    Chief Legal OfficerCRD 4516386

  • Elizabeth Detwiler

    Elizabeth Detwiler

    Chief Compliance OfficerCRD 4361137

  • Joseph Mcgeehin

    Chief Financial OfficerCRD 5193186

Contacts

3 of 4
  • William Kirby

    Risk ManagerCRD 8293803

  • Stephen Sypherd

    Stephen Sypherd

    General Counsel and SecretaryCRD 6926662

  • David Adelman

    David Adelman

    Vice ChairmanCRD 5517785

Unlock 1 more contacts

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