Fs Investment Advisor, LLC is a large advisory firm based in Philadelphia. It manages $4.32 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Pennsylvania.
Fs Investment Advisor provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fs Investment Advisor, LLC is $4.32 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2158893% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fs Investment Advisor, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Fs Investment Advisor is business development companies with 1 clients and $4.32 billion of assets under management. Among the 11 most similar advisory firms, Fs Investment Advisor has the highest percentage of business development companies out of all clients.
The amount of regulatory assets under management is $4.32 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Fs Investment Advisor doesn't advise any private funds.
The company employs 147 people that are either part- or full-time employees. 7 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Elizabeth C Detwiler joined the executive team most recently as the General Counsel, Cco.
The principal office where Fs Investment Advisor, LLC performs its advisory services is located at 201 Rouse Boulevard, Philadelphia, PA 19112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-495-1150 or by fax 215-222-4649. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at franklinsquare.com.