FS Tactical Advisor, LLC
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 300214
- Registered since
- July 12, 2019
- Website
- fsinvestments.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Joseph Mcgeehin
Chief Financial OfficerCRD 5193186

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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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