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Asset/Investment Management
FINANCE | Asset/Financial Management
fsinvestments.com

Investments

20

Portfolio Exits

8

Funds

2

Partners & Customers

6

About FS Investments

FS Investments, formerly Franklin Square Capital Partners, is a manager of alternative investment funds designed to enhance investors' portfolios by providing access to asset classes, strategies, and asset managers that typically have been available to only the largest institutional investors. The company was founded in 2007 and is based in Kansas City, Missouri.

Headquarters Location

430 West 7th Street

Kansas City, Missouri, 64105,

United States

877-372-9880

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Latest FS Investments News

Philly-based Fs Investments To Acquire Portfolio Advisors

Feb 3, 2023

Private Equity Philadelphia-based FS Investments has more than US$ 35 billion in assets under management. Darien, Connecticut-based Portfolio Advisors, LLC is a global middle-market private asset specialist with more than US$ 38 billion in assets under management. FS Investments signed a definitive agreement to acquire Portfolio Advisors. Michael Forman is a Philadelphia lawyer who founded FS Investments…

FS Investments Investments

20 Investments

FS Investments has made 20 investments. Their latest investment was in Drive Assurance as part of their Line of Credit on May 5, 2022.

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FS Investments Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

5/26/2022

Line of Credit

Drive Assurance

Yes

1

2/4/2022

Series D

LeddarTech

$116M

Yes

7

3/8/2021

Growth Equity - II

NYDIG

$200M

Yes

43

4/27/2017

Series F

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$99M

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10

10/6/2016

Private Equity - II

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$99M

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10

Date

5/26/2022

2/4/2022

3/8/2021

4/27/2017

10/6/2016

Round

Line of Credit

Series D

Growth Equity - II

Series F

Private Equity - II

Company

Drive Assurance

LeddarTech

NYDIG

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Amount

$116M

$200M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

1

7

43

10

10

FS Investments Portfolio Exits

8 Portfolio Exits

FS Investments has 8 portfolio exits. Their latest portfolio exit was Altus Power on December 10, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

12/10/2021

Reverse Merger

$99M

3

6/10/2021

IPO

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$99M

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10

4/12/2021

Acquired

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$99M

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10

2/12/2020

Acq - Fin - II

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$99M

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10

7/25/2019

IPO

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$99M

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10

Date

12/10/2021

6/10/2021

4/12/2021

2/12/2020

7/25/2019

Exit

Reverse Merger

IPO

Acquired

Acq - Fin - II

IPO

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

3

10

10

10

10

FS Investments Acquisitions

5 Acquisitions

FS Investments acquired 5 companies. Their latest acquisition was Portfolio Advisors on February 02, 2023.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

2/2/2023

$99M

Acquired

1

8/2/2021

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$99M

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10

3/3/2020

Debt

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$99M

$99M

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10

12/17/2019

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$99M

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10

11/19/2015

Private Equity

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$99M

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10

Date

2/2/2023

8/2/2021

3/3/2020

12/17/2019

11/19/2015

Investment Stage

Debt

Private Equity

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$99M

Note

Acquired

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Sources

1

10

10

10

10

FS Investments Fund History

2 Fund Histories

FS Investments has 2 funds, including FS Tactical Opportunities Fund.

Closing Date

Fund

Fund Type

Status

Amount

Sources

11/11/2020

FS Tactical Opportunities Fund

$89.48M

1

FS Credit Opportunities Fund

10

Closing Date

11/11/2020

Fund

FS Tactical Opportunities Fund

FS Credit Opportunities Fund

Fund Type

Status

Amount

$89.48M

Sources

1

10

FS Investments Partners & Customers

6 Partners and customers

FS Investments has 6 strategic partners and customers. FS Investments recently partnered with Community College of Philadelphia on June 6, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

6/2/2022

Partner

United States

1

3/18/2021

Partner

United States

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10

3/18/2021

Partner

United States

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10

12/11/2017

Partner

United States

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10

12/11/2017

Partner

United States

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10

Date

6/2/2022

3/18/2021

3/18/2021

12/11/2017

12/11/2017

Type

Partner

Partner

Partner

Partner

Partner

Business Partner

Country

United States

United States

United States

United States

United States

News Snippet

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Sources

1

10

10

10

10

FS Investments Team

9 Team Members

FS Investments has 9 team members, including , .

Name

Work History

Title

Status

David J Adelman

Founder

Current

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Name

David J Adelman

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Work History

Title

Founder

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Status

Current

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