FS Tactical Advisor, LLC

RIASEC RegisteredEst. 2019
Total AUM
$279M
Discretionary
$279M
100% of AUM
Avg account
$139M
Accounts
2
Employees
183
Advisory reps
6

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 is an SEC-registered investment adviser organized as an LLC and registered in 2019. The firm operates as an adviser to pooled investment vehicles and is active as a commodity pool operator/commodity trading advisor (CPO/CTA). Its client base is institutional, and its ownership structure includes both a domestic entity and an individual. Compensation is a mix of asset-based fees and performance fees. FS Tactical does not identify as an active ESG investor and is not structured as a multi-state adviser or a related adviser to another registered firm.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

  • Michael Forman

    Michael Forman

    ChairmanCRD 5517777

  • David Adelman

    David Adelman

    Vice ChairmanCRD 5517785

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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