SourcingSourcing

FS DIGITAL INFRASTRUCTURE ADVISOR, LLC

C28
CRD 338274·SEC 801-134472·PHILADELPHIA, PA
AUM
$3.21B
$1B+
Est. Revenue
$32.1M
@ 1% on AUM
Est. EBITDA
$9.6M
@ 30% margin
Est. Deal Value
$77.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FS DIGITAL INFRASTRUCTURE ADVISOR, LLC
CRD
338274
SEC file #
801-134472
EIN
—
DBA names
—

Economics

AUM
$3.21B
AUM band
$1B+
AUM trajectory
—
Client mix
Pooled Investment Vehicles39
Insurance Companies6
Investment Companies1

Operations

Employees (total)
52
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
—
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
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
FRANKLIN SQUARE HOLDINGS, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
FRANKLIN SQUARE HOLDINGS, L.P.
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PODCASTADDICT.COM
Rdap Domain Creation Date
2013-12-09T19:21:54Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.0846
Soi Zip Pct 200k Plus
0.0272
Soi Zip Returns 200k Plus
430
Soi Zip Total AGI
839,198
Fdic Zip Total Deposits
23,677,985,000
Fdic Zip Branch Count
274
Fdic Zip Top Banks
PNC Bank, National Association
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
E*trade4
Fdic Zip Branches Raw
First Fidelity Bank, National AssociationPhiladelphia, PA
Continental BankPhiladelphia, PA
Fdic Zip HHI
1882.42
Fdic Zip Top Bank Share Pct
34.58
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-09T19:21:54Z
Rdap Domain Last Changed
2025-11-24T20:05:13Z
Rdap Nameservers
Gerald.ns.cloudflare.comRoxy.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI80,254
Returns6,270
Stub 2
AGI178,051
Returns4,910
Stub 3
AGI142,111
Returns2,340
Soi Zip Total Business Income
25,166
Soi Zip Total Cap Gains
21,040
Soi Zip Total Dividends
46,345
Soi Zip Total Returns
15,830
Trust Company Affiliate
Yes

People (6)

6
ADELMAN, DAVID, JASON
Executive Officer · 2.5%
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
MCGEEHIN, JOSEPH, DAVID
Executive Officer · 2.5%
5193186
SYPHERD, STEPHEN
Executive Officer · 2.5%
6926662