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Franklin Street Advisors, Inc.

● SEC registered since 1991CRD 106275SEC# 801-39635Chapel Hill, NC
Export (members)
Ranks #1,298 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$3.93B
Fund GAV
$156.2M
Private funds
5
Employees
39
Accounts
1,613
Location
Chapel Hill, NC

Franklin Street Advisors, Inc. assets under management

Franklin Street Advisors, Inc. is a registered investment adviser overseen by the SEC based in Chapel Hill, NC. The firm has been registered since 1991. It reports $3.9 billion in regulatory assets under management and employs 39 people. Franklin Street Advisors, Inc. manages 5 private funds with combined gross assets of $156.2 million, including Franklin Street Partners Manager of Managers Llc2 - Series Ofix. By regulatory assets, it ranks 1,298 of 5,911 private fund managers.

Franklin Street Advisors, Inc. private funds

5 funds · $156.2M GAV
FundTypeGross assetsMin.
Franklin Street Partners Manager of Managers Llc2 - Series OfixOther Private$59.9M$10K
Franklin Street Partners Manager of Managers Llc2 - Series GeOther Private$40.8M$10K
Franklin Street Partners Manager of Managers Llc1 - Series GeOther Private$23.6M$10K
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Franklin Street Advisors, Inc. owners & executives

13 reported
NameTitleOwnershipSince
Carol Elizabeth Manzon ControlManaging Director, Trust And Family OfficeUnder 5%2018
Cynthia Rose Stroik ControlChief Compliance OfficerUnder 5%2021
Fifth Third Acquisition Holdings, LLC (dba Fifth Third Bank, National Association) ControlShareholderOver 75%2018
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Frequently asked questions

How much does Franklin Street Advisors, Inc. manage?

Franklin Street Advisors, Inc. reports $3.9 billion in regulatory assets under management on its Form ADV.

How many private funds does Franklin Street Advisors, Inc. manage?

Franklin Street Advisors, Inc. manages 5 private funds with combined gross assets of $156.2 million.

How many employees does Franklin Street Advisors, Inc. have?

Franklin Street Advisors, Inc. reports 39 employees.

Where is Franklin Street Advisors, Inc. located?

Franklin Street Advisors, Inc. is based in Chapel Hill, NC and has been SEC-registered since 1991.

Does Franklin Street Advisors, Inc. disclose fund performance?

Franklin Street Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1450 Raleigh Road, Suite 300, Chapel Hill, NC 27517-8833
Phone919-489-2600
Fax919-490-4415
Office hours8:15 a.m. - 5:15 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$3.93B
Non-discretionary$0
Total (RAUM)$3.93B

Service providers

Auditor