CHIRON INVESTMENT MANAGEMENT, LLC
Adviser information for CHIRON INVESTMENT MANAGEMENT, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 67 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 6 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $612.0M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $612.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $612.0M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Principal Office
10 EAST 53RD STREET20TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 8-5
Tel: 917-338-5082, Fax: None
Websites
twitter.com/economist_rhame
www.fsinvestments.com/
twitter.com/michaelformanfs
www.linkedin.com/company/fs-investments
www.facebook.com/fsinvests/
twitter.com/fsinvestments
www.youtube.com/c/fsinvestments
www.linkedin.com/in/michael-forman/
www.instagram.com/fsinvestments/
twitter.com/troygayeski
fscreit.com
www.portad.com/
fsnydig.com
Chief Compliance Officer
KRISTEN A. RICHARDS
CHIEF COMPLIANCE OFFICER
201 ROUSE BLVD
PHILADELPHIA
PA
United States
Tel:
913-553-2250
K***************@****************M
(Full email address available in API data)
Regulatory Contact
MARC BRYANT
SENIOR MANAGING DIRECTOR/CHIEF LEGAL OFFICER
201 ROUSE BLVD
PHILADELPHIA
PA
United States
M**********@****************M
(Full email address available in API data)
Industry Affiliates
| ASIA SELECT MANAGEMENT LIMITED | Sponsor, GP, manager of pooled investment vehicles |
| FRANKLIN SQUARE HOLDINGS, LP | Sponsor, GP, manager of pooled investment vehicles |
| FS CREDIT INCOME ADVISOR, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FS FUND ADVISOR, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FS GLOBAL ADVISOR, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FS INVESTMENT SOLUTIONS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| FS REIT ADVISOR, LLC | Other investment adviser, including financial planners |
| FS STRUCTURED PRODUCTS ADVISOR, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FS TACTICAL ADVISOR, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FS/EIG ADVISOR, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| FS/KKR ADVISOR, LLC | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisor |
| PORTFOLIO ADVISORS CAPITAL UK, LTD | Other investment adviser, including financial planners |
| PORTFOLIO ADVISORS LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| PORTFOLIO ADVISORS SINGAPORE PTE. LTD. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HELLER, MICHAEL, JAY | Individual | THE 2011 FORMAN INVESTMENT TRUST | TRUSTEE | 03/2020 | |
| RICHARDS, KRISTEN, ANNE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2020 | < 5% |
| FORMAN, MICHAEL, CRAIG | Individual | FRANKLIN SQUARE HOLDINGS G.P., LLC | MANAGING MEMBER | 03/2020 | 50-75% |
| FRANKLIN SQUARE HOLDINGS, L.P. | Domestic Entity | – | MEMBER | 06/2023 | > 75% |
| FORMAN, MICHAEL, CRAIG | Individual | – | CHIEF EXECUTIVE OFFICER | 03/2020 | < 5% |
| BROWNE, PHILIP | Individual | – | CHIEF FINANCIAL OFFICER | 03/2020 | < 5% |
| THE 2011 FORMAN INVESTMENT TRUST | Domestic Entity | – | MEMBER | 03/2020 | 10-25% |
| ADELMAN, DAVID, JASON | Individual | FRANKLIN SQUARE HOLDINGS G.P., LLC | MEMBER | 03/2020 | 50-75% |
| FRANKLIN SQUARE HOLDINGS G.P., LLC | Domestic Entity | FRANKLIN SQUARE HOLDINGS, L.P. | GENERAL PARTNER | 03/2020 | |
| NELB, STEPHEN, THOMAS | Individual | – | DERIVATIVES RISK MANAGER | 01/2022 | < 5% |
| BRYANT, MARC, ROBERT | Individual | – | CHIEF LEGAL OFFICER | 03/2020 | < 5% |
| FSH ADVISOR FEE HOLDINGS LLC | Domestic Entity | – | MEMBER | 06/2023 | 10-25% |
| FRANKLIN SQUARE HOLDINGS, L.P. | Domestic Entity | FSH ADVISOR FEE HOLDINGS LLC | MEMBER | 06/2023 | > 75% |
| FSH NCI AGGREGATOR, LLC | Domestic Entity | FRANKLIN SQUARE HOLDINGS, L.P. | LIMITED PARTNER | 06/2023 | 25-50% |
| THE 2011 FORMAN INVESTMENT TRUST | Domestic Entity | FSH NCI AGGREGATOR, LLC | MEMBER | 06/2023 | 25-50% |
| FB CAPITAL PARTNERS, LP | Domestic Entity | FSH NCI AGGREGATOR, LLC | MEMBER | 06/2023 | 25-50% |
| FORMAN, MICHAEL, CRAIG | Individual | FB CAPITAL PARTNERS, LP | LIMITED PARTNER | 08/2005 | > 75% |
| FB CAPITAL MANAGEMENT, LLC | Domestic Entity | FB CAPITAL PARTNERS, LP | GENERAL PARTNER | 01/2023 | |
| FORMAN, MICHAEL, CRAIG | Individual | FB CAPITAL MANAGEMENT, LLC | SOLE MEMBER | 02/2007 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
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| AMAZON COM INC | COM | 16M | 84K | FS Fund Advisor LLC |
| ELEVANCE HEALTH INC | COM | 12M | 22K | FS Fund Advisor LLC |
| ANTERO MIDSTREAM CORP | COM | 31K | 2K | FS Fund Advisor LLC |
| APPLE INC | COM | 12M | 57K | FS Fund Advisor LLC |
| BANK AMERICA CORP | COM | 7M | 180K | FS Fund Advisor LLC |
| BARRICK GOLD CORP | COM | 7M | 443K | FS Fund Advisor LLC |
| BOOKING HOLDINGS INC | COM | 761K | 192 | FS Fund Advisor LLC |
| BROADCOM INC | COM | 5M | 3K | FS Fund Advisor LLC |
| COTERRA ENERGY INC | COM | 216K | 8K | FS Fund Advisor LLC |
| CADENCE DESIGN SYSTEM INC | COM | 3M | 10K | FS Fund Advisor LLC |
| CHENIERE ENERGY INC | COM NEW | 324K | 2K | FS Fund Advisor LLC |
| CHESAPEAKE ENERGY CORP | COM | 66K | 803 | FS Fund Advisor LLC |
| CITIGROUP INC | COM NEW | 7M | 103K | FS Fund Advisor LLC |
| COLGATE PALMOLIVE CO | COM | 5M | 47K | FS Fund Advisor LLC |
| CONSOL ENERGY INC NEW | COM | 570K | 6K | FS Fund Advisor LLC |
| CORPAY INC | COM SHS | 374K | 1K | FS Fund Advisor LLC |
| CROWDSTRIKE HLDGS INC | CL A | 732K | 2K | FS Fund Advisor LLC |
| DIGITAL RLTY TR INC | COM | 741K | 5K | FS Fund Advisor LLC |
| EOG RES INC | COM | 1M | 8K | FS Fund Advisor LLC |
| EQT CORP | COM | 287K | 8K | FS Fund Advisor LLC |
| ENERGY TRANSFER L P | COM UT LTD PTN | 8M | 496K | FS Fund Advisor LLC |
| ENPHASE ENERGY INC | COM | 353K | 4K | FS Fund Advisor LLC |
| EQUINIX INC | COM | 903K | 1K | FS Fund Advisor LLC |
| EQUITABLE HLDGS INC | COM | 332K | 8K | FS Fund Advisor LLC |
| EURONET WORLDWIDE INC | COM | 734K | 7K | FS Fund Advisor LLC |
| EVERCORE INC | CLASS A | 325K | 2K | FS Fund Advisor LLC |
| EXXON MOBIL CORP | COM | 2M | 20K | FS Fund Advisor LLC |
| META PLATFORMS INC | CL A | 10M | 19K | FS Fund Advisor LLC |
| FREEPORT-MCMORAN INC | CL B | 9M | 177K | FS Fund Advisor LLC |
| HALOZYME THERAPEUTICS INC | COM | 995K | 19K | FS Fund Advisor LLC |
| HESS MIDSTREAM LP | CL A SHS | 228K | 6K | FS Fund Advisor LLC |
| INTERCONTINENTAL EXCHANGE IN | COM | 6M | 45K | FS Fund Advisor LLC |
| INTERDIGITAL INC | COM | 111K | 953 | FS Fund Advisor LLC |
| INTUITIVE SURGICAL INC | COM NEW | 7M | 16K | FS Fund Advisor LLC |
| ISHARES BITCOIN TR | SHS | 892K | 26K | FS Fund Advisor LLC |
| JPMORGAN CHASE & CO. | COM | 9M | 46K | FS Fund Advisor LLC |
| KLA CORP | COM NEW | 189K | 229 | FS Fund Advisor LLC |
| LPL FINL HLDGS INC | COM | 880K | 3K | FS Fund Advisor LLC |
| LAM RESEARCH CORP | COM | 1M | 1K | FS Fund Advisor LLC |
| MAGNOLIA OIL & GAS CORP | CL A | 234K | 9K | FS Fund Advisor LLC |
| MANHATTAN ASSOCIATES INC | COM | 375K | 2K | FS Fund Advisor LLC |
| MARATHON OIL CORP | COM | 231K | 8K | FS Fund Advisor LLC |
| MARATHON PETE CORP | COM | 310K | 2K | FS Fund Advisor LLC |
| MASTERCARD INCORPORATED | CL A | 5M | 12K | FS Fund Advisor LLC |
| MERCADOLIBRE INC | COM | 2M | 1K | FS Fund Advisor LLC |
| MERCK & CO INC | COM | 7M | 54K | FS Fund Advisor LLC |
| MICROSOFT CORP | COM | 16M | 36K | FS Fund Advisor LLC |
| MOTOROLA SOLUTIONS INC | COM NEW | 735K | 2K | FS Fund Advisor LLC |
| NETAPP INC | COM | 740K | 6K | FS Fund Advisor LLC |
| NETFLIX INC | COM | 6M | 9K | FS Fund Advisor LLC |
| NEWMONT CORP | COM | 10M | 233K | FS Fund Advisor LLC |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 358K | 2K | FS Fund Advisor LLC |
| NVIDIA CORPORATION | COM | 14M | 109K | FS Fund Advisor LLC |
| PEABODY ENERGY CORP | COM | 843K | 38K | FS Fund Advisor LLC |
| PDD HOLDINGS INC | SPONSORED ADS | 6M | 47K | FS Fund Advisor LLC |
| RANGE RES CORP | COM | 143K | 4K | FS Fund Advisor LLC |
| REGENERON PHARMACEUTICALS | COM | 2M | 2K | FS Fund Advisor LLC |
| SERVICENOW INC | COM | 11M | 13K | FS Fund Advisor LLC |
| SOUTHERN COPPER CORP | COM | 602K | 6K | FS Fund Advisor LLC |
| TKO GROUP HOLDINGS INC | CL A | 1M | 10K | FS Fund Advisor LLC |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 8M | 46K | FS Fund Advisor LLC |
| TESLA INC | COM | 740K | 4K | FS Fund Advisor LLC |
| 3M CO | COM | 2M | 23K | FS Fund Advisor LLC |
| TRIP COM GROUP LTD | ADS | 6M | 118K | FS Fund Advisor LLC |
| UBER TECHNOLOGIES INC | COM | 6M | 84K | FS Fund Advisor LLC |
| VISA INC | COM CL A | 1M | 4K | FS Fund Advisor LLC |
| VISTRA CORP | COM | 165K | 2K | FS Fund Advisor LLC |
| WELLS FARGO CO NEW | COM | 2M | 40K | FS Fund Advisor LLC |