RIA Intel›Advisers›Pennsylvania›FS GLOBAL ADVISOR, LLC

FS GLOBAL ADVISOR, LLC

Institutional

N·PHILADELPHIA, PA

Data as of Mar 15, 2026 · Source: SEC Form ADV

Total AUM

$3.0B

1-Year AUM Growth

+26.9%

3-Year CAGR

+5.5%

Employees

25

Assets Under Management

Total AUM$3.0B

Discretionary AUM$2.8B

Non-Discretionary AUM$239M

Discretionary %92.1%

Total Clients7

Team

Total Employees25

Investment Advisers152

Employee Growth (1Y)+15.4%

Private Funds

Number of Private Funds2

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record23

First FilingJul 11, 2013

Latest FilingMar 15, 2026

🔒 Full AUM trend chart and 23 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FS GLOBAL ADVISOR, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.