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Fs Reit Advisor, LLC (Philadelphia)


Fs Reit Advisor, LLC is a related adviser based in Philadelphia. It manages $200 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Pennsylvania.

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Fs Reit Advisor provides reit. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fs Reit Advisor: assets under management

The assets under management (AUM) of Fs Reit Advisor, LLC is $200 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $200 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fs Reit Advisor, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
David Jason Adelman Member 1 Jan 2017 50% - 75% 5517785
Michael Jay Heller Trustee 1 Jan 2017 Other 6046092
Gp Franklin Square Holdings General partner 1 Jan 2017 Other 26-0196189

Based in Philadelphia

The principal office where Fs Reit Advisor, LLC performs its advisory services is located at 201 Rouse Boulevard, Philadelphia, PA 19112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 215-220-6651 or by fax 215-240-7001. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at fsinvestments.com.


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