S3 CAPITAL ADVISORS LLC

RIASEC RegisteredEst. 2026
Total AUM
$3.6B
Discretionary
$3.5B
97% of AUM
Avg account
$152M
Accounts
24
Employees
39
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
322956
Registered since
February 17, 2026
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles97.53%
  • Other2.47%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

S3 Capital Advisors LLC is organized as an LLC and operates as an adviser focused on real estate pooled vehicles for institutional clients. The firm is SEC-registered (2026) and classifies itself primarily as a real estate fund manager and sponsor. Its advisory scope centers on portfolio management for pooled investment vehicles and for businesses or institutions; industry affiliations indicate it acts as an adviser and as a sponsor/GP/managing member of pooled vehicles. Fee arrangements include both percentage-of-assets and performance-based components, consistent with closed-end or private real estate strategies. The firm does not identify as an active ESG investor and is not structured as a capital allocator.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • ARI KALTON

    Chief Financial OfficerCRD 8204785

  • BETTY VALOUKTZIS

    Chief Compliance OfficerCRD 5154980

Contacts

3 of 4
  • ROBERT SCHWARTZ

    Co-Founder & PrincipalCRD 2776546

  • JOSHUA CRANE

    Co-Founder & PrincipalCRD 8204969

  • ADAM FEIT

    General CounselCRD 8208706

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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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
535 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth