FS GLOBAL ADVISOR, LLC
Adviser information for FS GLOBAL ADVISOR, LLC last updated from Form ADV on March 28th, 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 | 122 |
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Investment Advisory/Research | 15 |
Registered Broker-Dealer Representatives | 2 |
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 |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 1 | $2.1B |
Non-Discretionary | 0 | $0 |
Total | 1 | $2.1B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 1 | $2.1B |
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 |
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Compensation | % of AUMPerformance-based fees |
Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
SEC RIA File Number | 801-78346 |
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SEC ERA File Number | 801-78346 |
SEC CIK Numbers | None |
SEC CRD Numbers | 167620 |
Legal Entity Identifier | 54930055LV04KLN5W759 |
Principal Office
201 ROUSE BOULEVARDPHILADELPHIA
PA
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 215-220-6651, Fax: 215-339-1931
Websites
fsproxy.com
fskkradvisor.com
www.linkedin.com/in/michael-forman/
www.instagram.com/fsinvestments/
twitter.com/troygayeski
fsnydig.com
twitter.com/fsinvestments
www.youtube.com/c/fsinvestments
www.linkedin.com/company/fs-investments
twitter.com/economist_rhame
twitter.com/michaelformanfs
www.fsinvestments.com
www.facebook.com/fsinvests/
fscreit.com
www.portad.com
Chief Compliance Officer
ELIZABETH DETWILER
MANAGING DIRECTOR, CHIEF COMPLIANCE OFFICER
201 ROUSE BOULEVARD
PHILADELPHIA
PA
United States
Tel:
215-220-6651
Fax:
215-339-1931
L************@****************M
(Full email address available in API data)
Regulatory Contact
MICHAEL C. FORMAN
CEO
201 ROUSE BLVD.
PHILADELPHIA
PA
United States
Tel:
215-495-1160 X160
M*************@****************M
(Full email address available in API data)
Industry Affiliates
ASIA SELECT MANAGEMENT LIMITED | Other investment adviser, including financial planners |
CHIRON INVESTMENT MANAGEMENT, LLC | Other investment adviser, including financial planners |
FRANKLIN SQUARE CAPITAL PARTNERS | 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 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 planners |
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 |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
FORMAN, MICHAEL, CRAIG | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2013 | < 5% |
ADELMAN, DAVID, JASON | Individual | – | PRINCIPAL | 01/2013 | < 5% |
FRANKLIN SQUARE HOLDINGS, L.P. | Domestic Entity | – | MEMBER | 06/2023 | > 75% |
FORMAN, MICHAEL, CRAIG | Individual | FRANKLIN SQUARE HOLDINGS, G.P., LLC | MANAGING MEMBER | 05/2007 | 50-75% |
ADELMAN, DAVID, JASON | Individual | FRANKLIN SQUARE HOLDINGS, G.P., LLC | MEMBER | 05/2007 | 50-75% |
HELLER, MICHAEL, JAY | Individual | THE 2011 FORMAN INVESTMENT TRUST | TRUSTEE | 01/2012 | |
DETWILER, ELIZABETH, CAMILLA | Individual | – | MANAGING DIRECTOR, CCO | 05/2015 | < 5% |
SYPHERD, STEPHEN | Individual | – | GENERAL COUNSEL | 01/2013 | < 5% |
BROWNE, PHILIP | Individual | – | CFO | 01/2013 | < 5% |
BECKMAN, ANDREW, D | Individual | – | MANAGING DIRECTOR, PORTFOLIO MANAGER | 04/2018 | < 5% |
MANN, WILLIAM, DAVID | Individual | – | DCCO | 03/2019 | < 5% |
BRYANT, MARC, ROBERT | Individual | – | CHIEF LEGAL OFFICER | 05/2019 | < 5% |
FRANKLIN SQUARE HOLDINGS, G.P., LLC | Domestic Entity | FRANKLIN SQUARE HOLDINGS, L.P. | GENERAL PARTNER | 05/2007 | |
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, L.P. | Domestic Entity | FSH NCI AGGREGATOR, LLC | MEMBER | 06/2023 | 25-50% |
FORMAN, MICHAEL, CRAIG | Individual | FB CAPITAL PARTNERS, L.P. | LIMITED PARTNER | 08/2005 | > 75% |
FB CAPITAL MANAGEMENT, LLC | Domestic Entity | FB CAPITAL PARTNERS, L.P. | GENERAL PARTNER | 01/2013 | |
FORMAN, MICHAEL, CRAIG | Individual | FB CAPITAL MANAGEMENT, LLC | SOLE MEMBER | 02/2007 | > 75% |