Fsam LLC

Overview

Fsam LLC is a limited liability company that registered with the SEC in 2021. The firm provides portfolio management for individuals and small businesses while also serving individual and family clients as well as institutional accounts. It operates as a registered representative of a broker-dealer and as an insurance broker, charges fees based on a percentage of assets under management, and is identified as a related adviser. The firm does not describe itself as an active ESG investor. Fsam’s industry roles extend beyond advisory services: filings indicate affiliations with broker-dealers, insurance companies, and positions as sponsor, general partner, or managing member of pooled investment vehicles. Those roles suggest the firm can both distribute third-party products and participate in private pooled structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices