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CRD 286673
PHILADELPHIA, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ADELMAN, DAVID, JASON | Member | D | yes | 02/2015 | Mar 1, 2017 | Jun 25, 2024 |
| ADELMAN, DAVID, JASON | Principal | Na | yes | 01/2017 | Mar 1, 2017 | Jun 25, 2024 |
| BROWNE, PHILIP, MAXIMILIAN | CHIEF FINANCIAL OFFICER | Na | yes | 03/2017 | Mar 22, 2018 | Jun 25, 2024 |
| BRYANT, MARC, ROBERT | CHIEF LEGAL OFFICER | Na | yes | 05/2019 | Mar 27, 2020 | Jun 25, 2024 |
| DETWILER, ELIZABETH, CAMILLA | MANAGING DIRECTOR, CCO | Na | yes | 01/2017 | Mar 1, 2017 | Jun 25, 2024 |
| FB CAPITAL MANAGEMENT, LLC | GENERAL PARTNER | F | yes | 01/2013 | Jul 27, 2023 | Jun 25, 2024 |
| FB CAPITAL PARTNERS, L.P. | Member | C | yes | 06/2023 | Jul 27, 2023 | Jun 25, 2024 |
| FORMAN, MICHAEL, CRAIG | SOLE MEMBER | E | yes | 02/2007 | Mar 1, 2017 | Jun 25, 2024 |
| FORMAN, MICHAEL, CRAIG | MANAGING MEMBER | D | yes | 05/2007 | Mar 1, 2017 | Jun 25, 2024 |
| FORMAN, MICHAEL, CRAIG | CHAIRMAN AND CEO | Na | yes | 01/2017 | Mar 1, 2017 | Jun 25, 2024 |
| FORMAN, MICHAEL, CRAIG | LIMITED PARTNER | E | yes | 08/2005 | Mar 1, 2017 | Jun 25, 2024 |
| FRANKLIN SQUARE HOLDINGS, G.P., LLC | GENERAL PARTNER | F | yes | 01/2017 | Mar 1, 2017 | Jun 25, 2024 |
| FRANKLIN SQUARE HOLDINGS, L.P. | Member | E | yes | 06/2023 | Mar 1, 2017 | Jun 25, 2024 |
| FRANKLIN SQUARE HOLDINGS, L.P. | Member | F | yes | 06/2023 | Mar 1, 2017 | Jun 25, 2024 |
| FRANKLIN SQUARE HOLDINGS, L.P. | Member | D | yes | 06/2023 | Mar 1, 2017 | Jun 25, 2024 |
| FSH ADVISOR FEE HOLDINGS, LLC | Member | F | yes | 06/2023 | Jul 27, 2023 | Jun 25, 2024 |
| FSH ADVISOR FEE HOLDINGS, LLC | Member | B | yes | 06/2023 | Jul 27, 2023 | Jun 25, 2024 |
| FSH NCI AGGREGATOR, LLC | LIMITED PARTNER | C | yes | 06/2023 | Jul 27, 2023 | Jun 25, 2024 |
| FSJV HOLDCO, LLC | Member | D | yes | 03/2018 | Apr 30, 2024 | Jun 25, 2024 |
| SYPHERD, STEPHEN, SCOTT | GENERAL COUNSEL | Na | yes | 03/2017 | Mar 22, 2018 | Jun 25, 2024 |
| THE 2011 FORMAN INVESTMENT TRUST | MEMBER, CLASS A | B | yes | 01/2017 | Mar 1, 2017 | Jun 25, 2024 |
| THE 2011 FORMAN INVESTMENT TRUST | Member | C | yes | 06/2023 | Mar 1, 2017 | Jun 25, 2024 |
| TRALA, THOMAS, ROBERT | Trustee | F | yes | 01/2020 | Mar 30, 2023 | Jun 25, 2024 |
| FSH HOLDCO SUB, LLC | Member | F | no | 06/2023 | Apr 30, 2024 | Jun 25, 2024 |
| FSH HOLDCO, LLC | Member | E | no | 06/2023 | Apr 30, 2024 | Jun 25, 2024 |
| HELLER, MICHAEL, JAY | Trustee | F | no | 01/2017 | Mar 1, 2017 | Jun 25, 2024 |
| NELB, STEPHEN, THOMAS | DERIVATIVES RISK MANAGER | Na | no | 03/2022 | Mar 30, 2022 | Jun 25, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PORTFOLIO ADVISORS LLC | n/a | Other adviser | $48B | N | yes | n/a |
| FS/KKR ADVISOR, LLC | n/a | Asset manager | $16B | N | yes | 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 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, L.P. | 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 | 5 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $1.6B | $1.6B | 118 | 3 | 1 | n/a | n/a |
| 2024 | Mar 28, 2025 | $2.0B | $2.0B | 126 | 6 | 1 | n/a | n/a |
| 2023 | Mar 27, 2024 | $2.6B | $2.6B | 112 | 11 | 1 | n/a | n/a |
| 2022 | Mar 27, 2023 | $861M | $861M | 111 | 7 | 1 | n/a | n/a |
| 2021 | Mar 30, 2022 | $193M | $193M | 106 | 8 | 1 | n/a | n/a |
| 2020 | Mar 31, 2021 | $195M | $178M | 92 | 6 | 1 | n/a | n/a |
| 2019 | Mar 27, 2020 | $280M | $280M | 101 | 11 | 1 | n/a | n/a |
| 2018 | Mar 25, 2019 | $131M | $131M | 67 | 3 | 1 | n/a | n/a |
| 2017 | Mar 22, 2018 | $58.1M | $58.1M | 38 | 12 | 0 | n/a | n/a |
| 2016 | Mar 28, 2017 | $200,000 | $200,000 | 143 | 10 | n/a | 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 | $1.6B | $2.0B | -20.0% | $861M | 23.6% | 118 | 126 | 1 | 1 |