S3 Capital Advisors LLC

RIASEC RegisteredEst. 2026
Total AUM
$3.6B
Discretionary
$3.5B
97% of AUM
Avg account
$152M
Accounts
24
Employees
39
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
322956
Registered since
February 17, 2026
Website
s3cap.com
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles97.53%
  • Other2.47%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

S3 Capital Advisors LLC is organized as an LLC and functions primarily as a manager of pooled real estate vehicles for institutional clients. The firm is categorized as a real estate fund manager and provides portfolio management for pooled investment vehicles as well as portfolio management for businesses and institutions. It acts in sponsor/GP and managing-member roles for its pooled vehicles, indicating active involvement in deal-level oversight rather than only advisory functions. The firm’s business model includes a mix of fee arrangements — percentage-of-assets, performance-based fees, and other fee structures — and it is not positioned as a capital allocator. S3 Capital Advisors is not identified as an active ESG investor, and it reports a domestic owner structure that includes both an entity and an individual. The firm’s SEC registration year is listed as 2026.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • Ari Kalton

    Chief Financial OfficerCRD 8204785

  • Betty Valouktzis

    Chief Compliance OfficerCRD 5154980

Contacts

3 of 4
  • Joshua Crane

    Co-Founder & PrincipalCRD 8204969

  • Robert Schwartz

    Co-Founder & PrincipalCRD 2776546

  • Matan Kurman

    Head of InvestmentsCRD 8208690

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
535 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth