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Adviser Profile

As of Date 04/30/2024
Adviser Type - Large advisory firm
Number of Employees 119 9.17%
of those in investment advisory functions 15 15.38%
Registration SEC, Approved, 07/12/2019

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
157M 134M 112M 90M 67M 45M 22M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$245,105,536

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Brochure Summary

Overview

FSTA (the “Adviser”) was formed on May 31, 2018, for the purpose of providing investment advisory services to FS Tactical Opportunities Fund, L.P., including any parallel funds and accounts (the “Fund”), a pooled investment vehicle (“private fund”) excluded from the definition of investment company under the Investment Company Act of 1940, as amended (the “Company Act”) under section 3(c)(7) of the Company Act. The Adviser may, subject to any limitations described in the investment advisory agreement between the Adviser and the Fund, advise other investment companies, private investment funds, structured finance vehicles, institutional investors or other persons or entities (collectively, the “Clients”), at which time the Adviser will make any necessary amendments to this Brochure. The Adviser is responsible for identifying potential investments for the Fund. The Adviser incorporates a sophisticated platform with an experienced team of investment professionals to seek to identify opportunities in such assets, while at the same time assessing and monitoring risk. The Adviser evaluates such investments and their appropriateness based on the Fund’s investment objectives, strategies, restrictions and guidelines, as described in the Fund’s governing documents (e.g., private placement memorandum, indentures, etc.). The Adviser is a subsidiary of Franklin Square
Holdings, L.P. (“FSH”), and an affiliate of FS Global Advisor, LLC (“FSGA”), FS Structured Products Advisor, LLC (“FSSPA”), FS/EIG Advisor, LLC (“FSEIG”) and certain other investment advisers affiliated with FSH. FSGA is the registered investment adviser to FS Credit Opportunities Fund (“FSCO”), a closed-end investment company that focuses on investing in secured and unsecured floating and fixed rate loans, bonds and other credit instruments. As of December 31, 2023, FSCO had approximately $2.086 billion in assets under management. FSSPA is the advisor to Bridge Street CLO I, Ltd. and Bridge Street CLO II, Ltd., and Bridge Street CLO III, Ltd. FSEIG is the investment adviser to FS Specialty Lending Fund, formerly known as FS Energy and Power Fund. FSTA has registered with the SEC for the purpose of providing advisory services to FS Tactical Opportunities Fund, L.P., (including its parallel funds), a private fund designed to build an investment portfolio of capital structured solutions and special situations credit investments primarily in North America. Investment professionals of the Adviser, including certain of its portfolio managers, also make investment decisions for FSGA. The Adviser has approximately $245,098,344 million in assets under management, which the Adviser manages on a discretionary basis. The primary owner of the Adviser is FSH.