Fs Global Advisor, LLC is a large advisory firm based in Philadelphia. It manages $2.28 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of New York and Pennsylvania.
Fs Global 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 Global Advisor, LLC is $2.28 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1141397% 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 Global 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 Global Advisor is investment companies with 1 clients and $2.28 billion of assets under management. Among the 7 most similar advisory firms, Fs Global Advisor has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $2.28 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Fs Global Advisor doesn't advise any private funds.
The company employs 76 people that are either part- or full-time employees. 12 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.
William David Mann joined the executive team most recently as the Dcco.
The principal office where Fs Global Advisor, LLC performs its advisory services is located at 201 Rouse Boulevard, Philadelphia, PA 19112, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-220-6651 or by fax 215-339-1931. 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.