Fs/Kkr Advisor, LLC

RIASEC RegisteredEst. 2018
Total AUM
$16.1B
Discretionary
$16.1B
100% of AUM
Avg account
$5.4B
Accounts
3
Employees
736
Advisory reps
7

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
292803
Registered since
April 2, 2018
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Business Development Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Fs/Kkr Advisor, LLC is an SEC-registered institutional RIA organized as an LLC and first registered in 2018. The firm’s client base is institutional, and its advisory remit centers on portfolio management for investment companies. It also operates in commodity-related roles, identifying itself as a CPO/CTA and maintaining affiliations that include sponsoring and managing pooled investment vehicles and serving as an adviser or broker-dealer in related capacities. Compensation arrangements include percentage-of-assets fees and performance-based fees, and the firm is not characterized as an ESG-focused manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Marc Bryant

    Marc Bryant

    Chief Legal OfficerCRD 4516386

  • Elizabeth Detwiler

    Elizabeth Detwiler

    Chief Compliance OfficerCRD 4361137

  • Joseph Mcgeehin

    Chief Financial OfficerCRD 5193186

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Contacts

3 of 3
  • Stephen Sypherd

    Stephen Sypherd

    General Counsel and SecretaryCRD 6926662

  • Michael Forman

    Michael Forman

    ChairmanCRD 5517777

  • David Adelman

    David Adelman

    Vice ChairmanCRD 5517785

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth