FS TACTICAL ADVISOR, LLC

RIASEC RegisteredEst. 2019
Total AUM
$279M
Discretionary
$279M
100% of AUM
Avg account
$139M
Accounts
2
Employees
183
Advisory reps
5

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
300214
Registered since
July 12, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FS Tactical Advisor, LLC operates as a manager of pooled investment vehicles with an institutional client focus. The firm is organized to run private equity-style funds while also serving as a commodity pool operator/commodity trading advisor when relevant to its pooled structures. Its mandate emphasizes allocations to private markets—particularly private equity and real estate-related strategies—and it integrates ESG considerations into its investment process. Fee arrangements combine percentage-of-AUM and performance-based components, aligning compensation with fund outcomes. The firm acts in sponsor and general partner roles for pooled vehicles and has affiliations with broker-dealers and other advisory entities to support execution and distribution.

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

  • MICHAEL FORMAN

    ChairmanCRD 5517777

  • DAVID ADELMAN

    Vice ChairmanCRD 5517785

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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