FS GLOBAL ADVISOR, LLC

C25
CRD 167620·SEC 801-78346·PHILADELPHIA, PA
AUM
$3.01B
$1B+
Est. Revenue
$30.1M
@ 1% on AUM
Est. EBITDA
$9.0M
@ 30% margin
Est. Deal Value
$72.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FS GLOBAL ADVISOR, LLC
CRD
167620
SEC file #
801-78346
EIN
992915236
DBA names

Economics

AUM
$3.01B
AUM band
$1B+
AUM trajectory
'20'26
$2.28B → $3.01B▲ +32%
Client mix
Other4
Pooled Investment Vehicles3
Investment Companies1

Operations

Employees (total)
184
Advisory staff (per ADV)
25
Advisory staff (5-yr trend)
'20'26
9 advisors → 25 advisors▲ +178%
Primary office
PHILADELPHIA PA
Branches

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FSJV HOLDCO LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
FSJV HOLDCO LLC
FSH ADVISOR FEE HOLDINGS, LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:x.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002023197
Edgar Registered
Yes
Edgar Filing Count
11
Edgar First Filing Date
2024-05-23
Edgar Last Filing Date
2025-09-12
Edgar Form D Count
2
Edgar Form D Offerings
2025-09-122025-09-12 · 0001641172-25-027146
2024-09-122024-09-12 · 0001493152-24-036002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
State Street4
E*trade4
Wells Fargo2
Edgar Addresses
Mailing
9 OLD KINGS HIGHWAY SOUTHDARIEN, CT 06820
Business
9 OLD KINGS HIGHWAY SOUTHDARIEN, CT 06820
Edgar EIN
992915236
Edgar Recent Filings
D/A2025-09-12 · 0001641172-25-027146
40-APP/A2025-04-03 · 0001193125-25-071964
Fee Schedule
Bracket X100
Bracket I0
Bracket Ii0
Bracket Iii0
Bracket Iv0
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
Yes