AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $15.8 |
Non-Discretionary | $0.0 |
Total | $15.8 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $15.8 |
Institutional | $0.0 |
Total | $15.8 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
KOHLBERG KRAVIS ROBERTS & CO. L.P. | $352.0 | 144533 | |
KKR CREDIT ADVISORS (US) LLC | $230.1 | 146629 | |
PORTFOLIO ADVISORS LLC | $44.7 | 105981 | |
FS REAL ESTATE ADVISOR, LLC | $8.6 | 306352 | |
FS GLOBAL ADVISOR, LLC | $3.0 | 167620 | |
FS/EIG ADVISOR, LLC | $2.3 | 293054 | |
FS FUND ADVISOR, LLC | $2.0 | 286673 | |
FS STRUCTURED PRODUCTS ADVISOR, LLC | $1.4 | 301285 | |
FS CREDIT INCOME ADVISOR, LLC | $0.7 | 289579 | |
CHIRON INVESTMENT MANAGEMENT, LLC | $0.4 | 277165 | |
FS TACTICAL ADVISOR, LLC | $0.3 | 300214 | |
ASIA SELECT MANAGEMENT LIMITED | $0.0 | - | |
PORTFOLIO ADVISORS CAPITAL UK, LTD. | $0.0 | - | |
PORTFOLIO ADVISORS SINGAPORE PTE LTD. | $0.0 | - | |
FRANKLIN SQUARE HOLDINGS | $0.0 | - | |
FS INVESTMENT SOLUTIONS, LLC | $0.0 | broker-dealer | 145244 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
32 active
Name | Title |
---|---|
FORMAN, MICHAEL, CRAIG | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, LIMITED PARTNER, SOLE MEMBER |
ADELMAN, DAVID, JASON | MEMBER |
DETWILER, ELIZABETH, CAMILLA | MANAGING DIRECTOR, CCO |
SYPHERD, STEPHEN | GENERAL COUNSEL, SECRETARY |
BRYANT, MARC, ROBERT | CHIEF LEGAL OFFICER |
BROWNE, PHILIP | MANAGING DIRECTOR, FINANCE AND ADMINISTRATION |
NELB, STEPHEN, THOMAS | DERIVATIVES RISK MANAGER |
PIETRZAK, DANIEL, RYAN | PRESIDENT |
HELLER, MICHAEL, JAY | TRUSTEE |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-04-21 | $15.8 | $0.0 | 0% | 713 | 0 | 0% |
2024-04-02 | $18.1 | -$2.3 | -13% | 635 | 78 | 12% |
2023-04-04 | $18.6 | -$2.8 | -15% | 584 | 129 | 22% |
2022-04-01 | $19.5 | -$3.7 | -19% | 494 | 219 | 44% |
2021-04-05 | $15.8 | $0.0 | 0% | 379 | 334 | 88% |
2020-04-01 | $17.2 | -$1.4 | -8% | 369 | 344 | 93% |
2019-04-01 | $16.7 | -$0.9 | -5% | 311 | 402 | 129% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
PA, CA-04/16/2018, NY-03/28/2019, PA-04/02/2018 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (RIC) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV