SourcingSourcing

FS TACTICAL ADVISOR, LLC

C30
CRD 300214·SEC 801-116938·PHILADELPHIA, PA
AUM
$278.8M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$836K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FS TACTICAL ADVISOR, LLC
CRD
300214
SEC file #
801-116938
EIN
—
DBA names
—

Economics

AUM
$278.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$25.0M → $278.8M▲ +1015%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
183
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 — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

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
7
Control Persons
FSJV HOLDCO, LLC
ADELMAN, DAVID, JASON
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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 Street12
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (5)

5
ADELMAN, DAVID, JASON
Direct Owner · 17.5%
5517785
BRYANT, MARC, ROBERT
Executive Officer · 2.5%
4516386
DETWILER, ELIZABETH, CAMILLA
Executive Officer · 2.5%
4361137
FORMAN, MICHAEL, CRAIG
Executive Officer · 2.5%
5517777
SYPHERD, STEPHEN
Executive Officer · 2.5%
6926662