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Reading the graph
CRD 277165
NEW YORK, NY
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 | 03/2020 | Mar 30, 2020 | Dec 17, 2024 |
| BROWNE, PHILIP | CHIEF FINANCIAL OFFICER | Na | yes | 03/2020 | Mar 30, 2020 | Dec 17, 2024 |
| BRYANT, MARC, ROBERT | CHIEF LEGAL OFFICER | Na | yes | 03/2020 | Jul 31, 2023 | Dec 17, 2024 |
| FB CAPITAL MANAGEMENT, LLC | GENERAL PARTNER | F | yes | 01/2023 | Jul 31, 2023 | Dec 17, 2024 |
| FB CAPITAL PARTNERS, LP | Member | C | yes | 06/2023 | Jul 31, 2023 | Dec 17, 2024 |
| FORMAN, MICHAEL, CRAIG | MANAGING MEMBER | D | yes | 03/2020 | Mar 30, 2020 | Dec 17, 2024 |
| FORMAN, MICHAEL, CRAIG | CHIEF EXECUTIVE OFFICER | Na | yes | 03/2020 | Mar 30, 2020 | Dec 17, 2024 |
| FORMAN, MICHAEL, CRAIG | LIMITED PARTNER | E | yes | 08/2005 | Mar 30, 2020 | Dec 17, 2024 |
| FORMAN, MICHAEL, CRAIG | SOLE MEMBER | E | yes | 02/2007 | Mar 30, 2020 | Dec 17, 2024 |
| FRANKLIN SQUARE HOLDINGS G.P., LLC | GENERAL PARTNER | F | yes | 03/2020 | Mar 30, 2020 | Dec 17, 2024 |
| FRANKLIN SQUARE HOLDINGS, L.P. | Member | E | yes | 06/2023 | Mar 30, 2020 | Dec 17, 2024 |
| FRANKLIN SQUARE HOLDINGS, L.P. | Member | E | yes | 06/2023 | Mar 30, 2020 | Dec 17, 2024 |
| FSH ADVISOR FEE HOLDINGS LLC | Member | B | yes | 06/2023 | Jul 31, 2023 | Dec 17, 2024 |
| FSH NCI AGGREGATOR, LLC | LIMITED PARTNER | C | yes | 06/2023 | Jul 31, 2023 | Dec 17, 2024 |
| RICHARDS, KRISTEN, ANNE | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2020 | Aug 4, 2015 | Dec 17, 2024 |
| THE 2011 FORMAN INVESTMENT TRUST | Member | C | yes | 06/2023 | Mar 30, 2020 | Dec 17, 2024 |
| HELLER, MICHAEL, JAY | Trustee | F | no | 03/2020 | Mar 30, 2020 | Dec 17, 2024 |
| NELB, STEPHEN, THOMAS | DERIVATIVES RISK MANAGER | Na | no | 01/2022 | Mar 31, 2022 | Dec 17, 2024 |
| THE 2011 FORMAN INVESTMENT TRUST | Member | B | no | 03/2020 | Mar 30, 2020 | Dec 17, 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 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 |
| 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, LP | n/a | n/a | n/a | Y | no | 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 | no | n/a |
| PORTFOLIO ADVISORS SINGAPORE PTE. LTD. | n/a | n/a | n/a | N | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 2 | no |
| Philadelphia | Pa | United States | 0 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 28, 2025 | $440M | $440M | 89 | 4 | 2 | n/a | n/a |
| 2023 | Mar 27, 2024 | $612M | $612M | 67 | 9 | 2 | n/a | n/a |
| 2022 | Mar 31, 2023 | $1.1B | $1.1B | 85 | 8 | 2 | n/a | n/a |
| 2021 | Mar 31, 2022 | $1.6B | $1.6B | 16 | 9 | 2 | n/a | n/a |
| 2020 | Mar 30, 2021 | $1.0B | $1.0B | 14 | 8 | 2 | n/a | n/a |
| 2019 | Mar 30, 2020 | $1.8B | $1.8B | 17 | 10 | 2 | n/a | n/a |
| 2018 | Mar 29, 2019 | $2.4B | $2.4B | 30 | 11 | 1 | n/a | n/a |
| 2017 | Mar 30, 2018 | $2.4B | $2.4B | 30 | 10 | 1 | n/a | n/a |
| 2016 | Mar 31, 2017 | $313M | $313M | 23 | 9 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $26.1M | $26.1M | 17 | 8 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $440M | $612M | -28.1% | $1.6B | -35.3% | 89 | 67 | 2 | 2 |