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CRD 292803
PHILADELPHIA, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ADELMAN, DAVID, JASON | Member | D | yes | 05/2007 | Mar 8, 2018 | Mar 29, 2024 |
| BROWNE, PHILIP | MANAGING DIRECTOR, FINANCE AND ADMINISTRATION | Na | yes | 03/2018 | Jun 28, 2021 | Mar 29, 2024 |
| BRYANT, MARC, ROBERT | CHIEF LEGAL OFFICER | Na | yes | 05/2019 | Mar 26, 2020 | Mar 29, 2024 |
| DETWILER, ELIZABETH, CAMILLA | MANAGING DIRECTOR, CCO | Na | yes | 03/2018 | Mar 8, 2018 | Mar 29, 2024 |
| FB CAPITAL MANAGEMENT, LLC | GENERAL PARTNER | F | yes | 01/2013 | Jul 27, 2023 | Mar 29, 2024 |
| FB CAPITAL PARTNERS, L.P. | Member | C | yes | 06/2023 | Jul 27, 2023 | Mar 29, 2024 |
| FORMAN, MICHAEL, CRAIG | CHIEF EXECUTIVE OFFICER | Na | yes | 03/2018 | Mar 8, 2018 | Mar 29, 2024 |
| FORMAN, MICHAEL, CRAIG | LIMITED PARTNER | E | yes | 08/2005 | Mar 8, 2018 | Mar 29, 2024 |
| FORMAN, MICHAEL, CRAIG | MANAGING MEMBER | D | yes | 05/2007 | Mar 8, 2018 | Mar 29, 2024 |
| FORMAN, MICHAEL, CRAIG | SOLE MEMBER | E | yes | 02/2007 | Mar 8, 2018 | Mar 29, 2024 |
| FRANKLIN SQUARE HOLDINGS, G.P., LLC | GENERAL PARTNER | F | yes | 05/2007 | Mar 8, 2018 | Mar 29, 2024 |
| FRANKLIN SQUARE HOLDINGS, L.P. | Member | E | yes | 06/2023 | Mar 8, 2018 | Mar 29, 2024 |
| FRANKLIN SQUARE HOLDINGS, L.P. | MEMBER, CLASS C | E | yes | 06/2023 | Mar 8, 2018 | Mar 29, 2024 |
| FSH ADVISOR FEE HOLDINGS, LLC | Member | C | yes | 06/2023 | Jul 27, 2023 | Mar 29, 2024 |
| FSH NCI AGGREGATOR, LLC | LIMITED PARTNER | C | yes | 06/2023 | Jul 27, 2023 | Mar 29, 2024 |
| FSJV HOLDCO, LLC | Member | D | yes | 03/2018 | Mar 8, 2018 | Mar 29, 2024 |
| KKR & CO. GP LLC | GENERAL PARTNER | F | yes | 01/2020 | Mar 26, 2020 | Mar 29, 2024 |
| KKR & CO. INC | Shareholder | E | yes | 05/2022 | Mar 28, 2019 | Mar 29, 2024 |
| KKR CREDIT ADVISORS (US) LLC | Member | D | yes | 03/2018 | Mar 8, 2018 | Mar 29, 2024 |
| KKR GROUP CO. INC. | Shareholder | E | yes | 12/2017 | Mar 31, 2023 | Mar 29, 2024 |
| KKR GROUP HOLDINGS CORP. | GENERAL PARTNER | F | yes | 01/2020 | Mar 28, 2019 | Mar 29, 2024 |
| KKR GROUP HOLDINGS CORP. | GENERAL PARTNER | E | yes | 05/2022 | Mar 28, 2019 | Mar 29, 2024 |
| KKR GROUP HOLDINGS L.P. | LIMITED PARTNER | C | yes | 01/2020 | Mar 31, 2023 | Mar 29, 2024 |
| KKR GROUP PARTNERSHIP L.P. | LIMITED PARTNER | E | yes | 01/2020 | Mar 26, 2020 | Mar 29, 2024 |
| KKR GROUP PARTNERSHIP L.P. | SOLE MEMBER | E | yes | 01/2020 | Mar 26, 2020 | Mar 29, 2024 |
| KKR HOLDCO LLC | Member | E | yes | 01/2020 | Mar 26, 2020 | Mar 29, 2024 |
| KOHLBERG KRAVIS ROBERTS & CO. L.P. | Member | E | yes | 06/2004 | Mar 8, 2018 | Mar 29, 2024 |
| PIETRZAK, DANIEL, RYAN | President | Na | yes | 06/2023 | Mar 29, 2022 | Mar 29, 2024 |
| SYPHERD, STEPHEN | GENERAL COUNSEL, SECRETARY | Na | yes | 04/2018 | Mar 28, 2019 | Mar 29, 2024 |
| THE 2011 FORMAN INVESTMENT TRUST | Member | C | yes | 06/2023 | Jul 27, 2023 | Mar 29, 2024 |
| HELLER, MICHAEL, JAY | Trustee | F | no | 01/2012 | Jul 27, 2023 | Mar 29, 2024 |
| NELB, STEPHEN, THOMAS | DERIVATIVES RISK MANAGER | Na | no | 03/2022 | Mar 29, 2022 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| KOHLBERG KRAVIS ROBERTS & CO. L.P. | n/a | Asset manager | $400B | Y | yes | n/a |
| KKR CREDIT ADVISORS (US) LLC | n/a | Other adviser | $271B | Y | yes | n/a |
| PORTFOLIO ADVISORS LLC | n/a | Other adviser | $48B | N | no | n/a |
| FS REAL ESTATE ADVISOR, LLC | n/a | Asset manager | $9.1B | N | yes | n/a |
| FS GLOBAL ADVISOR, LLC | n/a | Asset manager | $3.0B | N | yes | n/a |
| FS STRUCTURED PRODUCTS ADVISOR, LLC | n/a | Asset manager | $2.2B | N | yes | n/a |
| FS/EIG ADVISOR, LLC | n/a | Asset manager | $1.9B | N | yes | n/a |
| FS FUND ADVISOR, LLC | n/a | Asset manager | $1.6B | N | yes | n/a |
| FS CREDIT INCOME ADVISOR, LLC | n/a | Asset manager | $726M | N | yes | n/a |
| CHIRON INVESTMENT MANAGEMENT, LLC | n/a | Former SEC adviser | $440M | N | yes | n/a |
| FS TACTICAL ADVISOR, LLC | n/a | Asset manager | $279M | N | yes | n/a |
| ASIA SELECT MANAGEMENT LIMITED | n/a | n/a | n/a | N | no | n/a |
| FRANKLIN SQUARE HOLDINGS | n/a | n/a | n/a | Y | yes | n/a |
| FS INVESTMENT SOLUTIONS, LLC | n/a | n/a | n/a | N | yes | n/a |
| PORTFOLIO ADVISORS CAPITAL UK, LTD. | n/a | n/a | n/a | N | yes | n/a |
| PORTFOLIO ADVISORS SINGAPORE PTE LTD. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 77 | no |
| London | n/a | United Kingdom | 32 | no |
| Dublin | n/a | Ireland | 19 | no |
| Singapore | n/a | Singapore | 5 | no |
| NEW YORK | NY | United States | 2 | no |
| HONG KONG | n/a | Hong Kong | 2 | no |
| MENLO PARK | CA | United States | 1 | no |
| Dallas | TX | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $16B | $16B | 736 | 192 | 10 | n/a | n/a |
| 2024 | Mar 31, 2025 | $16B | $16B | 713 | 181 | 7 | n/a | n/a |
| 2023 | Mar 29, 2024 | $18B | $18B | 635 | 180 | 8 | n/a | n/a |
| 2022 | Mar 31, 2023 | $19B | $19B | 584 | 217 | 9 | n/a | n/a |
| 2021 | Mar 29, 2022 | $20B | $20B | 494 | 175 | 9 | n/a | n/a |
| 2020 | Mar 30, 2021 | $16B | $16B | 379 | 138 | 6 | n/a | n/a |
| 2019 | Mar 26, 2020 | $17B | $17B | 369 | 142 | 3 | n/a | n/a |
| 2018 | Mar 28, 2019 | $17B | $17B | 311 | 142 | 3 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $16B | $16B | 2.0% | $19B | -4.6% | 736 | 713 | 10 | 7 |