S3 Capital Advisors LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
2 of 2Ari Kalton
Chief Financial OfficerCRD 8204785
Betty Valouktzis
Chief Compliance OfficerCRD 5154980
Contacts
3 of 4Joshua Crane
Co-Founder & PrincipalCRD 8204969
Robert Schwartz
Co-Founder & PrincipalCRD 2776546
Matan Kurman
Head of InvestmentsCRD 8208690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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