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CRD 289579
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 | 05/2007 | Aug 14, 2017 | Dec 3, 2024 |
| ADELMAN, DAVID, JASON | Principal | Na | yes | 02/2014 | Aug 14, 2017 | Dec 3, 2024 |
| BROWNE, PHILIP | CHIEF FINANCIAL OFFICER | Na | yes | 09/2017 | Mar 22, 2018 | Dec 3, 2024 |
| BRYANT, MARC, ROBERT | CHIEF LEGAL OFFICER | Na | yes | 05/2019 | Mar 26, 2020 | Dec 3, 2024 |
| DETWILER, ELIZABETH, CAMILLA | MANAGING DIRECTOR/CCO | Na | yes | 08/2017 | Aug 14, 2017 | Dec 3, 2024 |
| FB CAPITAL MANAGEMENT, LLC | GENERAL PARTNER | F | yes | 01/2013 | Jul 22, 2023 | Dec 3, 2024 |
| FB CAPITAL PARTNERS, L.P. | Member | C | yes | 06/2023 | Jul 22, 2023 | Dec 3, 2024 |
| FORMAN, MICHAEL, CRAIG | SOLE MEMBER | E | yes | 02/2007 | Aug 14, 2017 | Dec 3, 2024 |
| FORMAN, MICHAEL, CRAIG | LIMITED PARTNER | E | yes | 08/2005 | Aug 14, 2017 | Dec 3, 2024 |
| FORMAN, MICHAEL, CRAIG | CHAIRMAN AND CEO | Na | yes | 02/2014 | Aug 14, 2017 | Dec 3, 2024 |
| FORMAN, MICHAEL, CRAIG | MANAGING MEMBER | D | yes | 05/2007 | Aug 14, 2017 | Dec 3, 2024 |
| FRANKLIN SQUARE HOLDINGS, G.P., LLC | GENERAL PARTNER | F | yes | 05/2007 | Aug 14, 2017 | Dec 3, 2024 |
| FRANKLIN SQUARE HOLDINGS, LP | Member | E | yes | 06/2023 | Apr 30, 2024 | Dec 3, 2024 |
| FRANKLIN SQUARE HOLDINGS, LP | Member | F | yes | 06/2023 | Apr 30, 2024 | Dec 3, 2024 |
| FRANKLIN SQUARE HOLDINGS, LP | Member | D | yes | 06/2023 | Apr 30, 2024 | Dec 3, 2024 |
| FSH ADVISOR FEE HOLDINGS LLC | Member | F | yes | 06/2023 | Apr 30, 2024 | Dec 3, 2024 |
| FSH ADVISOR FEE HOLDINGS, LLC | Member | B | yes | 06/2023 | Jul 22, 2023 | Dec 3, 2024 |
| FSH NCI AGGREGATOR, LLC | Member | C | yes | 06/2023 | Jul 22, 2023 | Dec 3, 2024 |
| FSJV HOLDCO, LLC | Member | E | yes | 03/2018 | Apr 30, 2024 | Dec 3, 2024 |
| SYPHERD, STEPHEN | GENERAL COUNSEL | Na | yes | 09/2017 | Mar 22, 2018 | Dec 3, 2024 |
| THE 2011 FORMAN INVESTMENT TRUST | Member | C | yes | 06/2023 | Aug 14, 2017 | Dec 3, 2024 |
| FSH HOLDCO SUB, LLC | Member | F | no | 06/2023 | Apr 30, 2024 | Dec 3, 2024 |
| FSH HOLDCO, LLC | Member | E | no | 06/2023 | Apr 30, 2024 | Dec 3, 2024 |
| HELLER, MICHAEL, JAY | Trustee | F | no | 01/2012 | Aug 14, 2017 | Dec 3, 2024 |
| NELB, STEPHEN, THOMAS | DERIVATIVES RISK MANAGER | Na | no | 01/2022 | Feb 3, 2022 | Dec 3, 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 |
| 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, LP | 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 | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $726M | $726M | 183 | 31 | 1 | n/a | n/a |
| 2024 | Mar 27, 2025 | $709M | $709M | 149 | 27 | 1 | n/a | n/a |
| 2023 | Mar 26, 2024 | $813M | $0 | 107 | 2 | 1 | n/a | n/a |
| 2022 | Mar 15, 2023 | $579M | $0 | 100 | 5 | 0 | n/a | n/a |
| 2021 | Mar 15, 2022 | $528M | $0 | 100 | 5 | 0 | n/a | n/a |
| 2020 | Mar 26, 2021 | $366M | $0 | 92 | 6 | 0 | n/a | n/a |
| 2019 | Mar 26, 2020 | $248M | $0 | 98 | 12 | 0 | n/a | n/a |
| 2018 | Mar 25, 2019 | $135M | $0 | 66 | 12 | 0 | n/a | n/a |
| 2017 | Mar 22, 2018 | $25.3M | $0 | 37 | 11 | 0 | 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 | $726M | $709M | 2.4% | $579M | 7.8% | 183 | 149 | 1 | 1 |