S3 CAPITAL ADVISORS LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
2 of 2ARI KALTON
Chief Financial OfficerCRD 8204785
BETTY VALOUKTZIS
Chief Compliance OfficerCRD 5154980
Contacts
3 of 4ROBERT SCHWARTZ
Co-Founder & PrincipalCRD 2776546
JOSHUA CRANE
Co-Founder & PrincipalCRD 8204969
ADAM FEIT
General CounselCRD 8208706
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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