FS SPECIALTY LENDING ADVISOR, LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$1.9B
Accounts
1
Employees
177
Advisory reps
6

Firm details

Headquarters
PHILADELPHIA, Pennsylvania
CRD number
293054
Registered since
April 2, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

FS Specialty Lending Advisor, LLC is a small, institutionally focused adviser that structures and manages specialty lending strategies through pooled vehicles and investment companies. Registered with the SEC in 2018 and organized as an LLC, the firm acts in multiple roles—serving as a CPO/CTA, sponsor or GP of pooled investment vehicles, and portfolio manager for investment companies. Its business model centers on managing credit-oriented, alternative strategies for institutional capital rather than providing broad retail advisory services. The firm charges a combination of percentage-of-AUM and performance-based fees, aligning compensation with investment performance typical of private credit and specialty lending managers. FS Specialty Lending Advisor, LLC does not position itself as an ESG-driven allocator. Given the firm’s regulatory registrations and roles, its activity is concentrated on the design, operation and portfolio management of commingled credit vehicles rather than on direct wealth management for retail clients.

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 3
  • MARC BRYANT

    Chief Legal OfficerCRD 4516386

  • ELIZABETH DETWILER

    Chief Compliance OfficerCRD 4361137

  • JOSEPH MCGEEHIN

    Chief Financial OfficerCRD 5193186

Contacts

3 of 3
  • STEPHEN SYPHERD

    General Counsel and SecretaryCRD 6926662

  • DAVID ADELMAN

    Vice ChairmanCRD 5517785

  • 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