FS Real Estate Advisor, LLC

RIASEC RegisteredEst. 2019
Total AUM
$9.1B
Discretionary
$9.1B
100% of AUM
Avg account
$9.1B
Accounts
1
Employees
133
Advisory reps
6

Firm details

Headquarters
Philadelphia, Pennsylvania
CRD number
306352
Registered since
December 5, 2019
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

FS Real Estate Advisor, LLC is an SEC-registered investment adviser organized as an LLC in 2019 that serves institutional clients. The firm’s advisory work is concentrated on managing pooled investment vehicles; its stated activities include acting as portfolio manager and as sponsor/GP or managing member of pooled vehicles. Fee arrangements include asset-based fees, performance-linked compensation and other fee types, consistent with incentive-driven fund structures rather than strictly advisory-only mandates. The firm is not flagged as an active ESG investor and does not position itself as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

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 3
  • Joseph Mcgeehin

    Chief Financial OfficerCRD 5193186

  • Elizabeth Detwiler

    Elizabeth Detwiler

    Chief Compliance OfficerCRD 4361137

  • Marc Bryant

    Marc Bryant

    Chief Legal OfficerCRD 4516386

Contacts

3 of 3
  • Stephen Sypherd

    Stephen Sypherd

    General Counsel and SecretaryCRD 6926662

  • David Adelman

    David Adelman

    Vice ChairmanCRD 5517785

  • Michael Forman

    Michael Forman

    ChairmanCRD 5517777

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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