{"url":"https://nivawealth.com/firms/strategic-partners-fund-solutions-advisors-134009","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/134009","regulatoryAum":80362579532,"crd":"134009","secFileNumber":"801-63980","legalName":"Strategic Partners Fund Solutions Advisors L.P.","displayName":"Strategic Partners Fund Solutions Advisors","website":null,"founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"345 Park Avenue","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10154"},"tradeNames":[],"registration":{"secApproved":"23 February 2005","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":113,"advisory":81,"brokerDealerReps":17,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":80362579532,"discretionaryAccounts":75,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":51,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":74,"regulatoryAum":79414546283},{"label":"Corporations and other businesses","clients":1,"regulatoryAum":948033249}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Strategic Partners Fund Solutions Advisors has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Jonathan Jacoby","title":"Chief Financial Officer","crd":"5020472"},{"name":"David Corey","title":"Chief Operating Officer","crd":"4440724"},{"name":"Manuel Melo","title":"Chief Compliance Officer","crd":"8165452"},{"name":"Joshua Blaine","title":"Senior Managing Director","crd":"3085316"},{"name":"Emily Mathews","title":"General Counsel","crd":"5221971"},{"name":"Verdun Perry","title":"Senior Managing Director","crd":"2521357"}],"ownership":[{"label":"SPFS Advisors L.L.C.","detail":"General partner in the 75% or more ownership band and a control person, since January 2005."},{"label":"Blackstone Holdings I L.P.","detail":"Indirect owner: a limited partner of Blackstone Group Holdings L.P. in the 75% or more band and a control person, since July 2011.","parent":"Blackstone Group Holdings L.P."},{"label":"Blackstone Holdings I / II GP L.L.C.","detail":"Indirect owner: general partner of Blackstone Holdings I L.P. and a control person, since June 2007.","parent":"Blackstone Holdings I L.P."},{"label":"Blackstone Inc.","detail":"Indirect owner: a sole member of Blackstone Holdings I / II GP L.L.C. in the 75% or more band and a control person, since June 2007.","parent":"Blackstone Holdings I / II GP L.L.C."},{"label":"Blackstone Group Holdings L.P.","detail":"Indirect owner: a limited partner of Blackstone Securities Partners L.P. in the 75% or more band and a control person, since July 2011.","parent":"Blackstone Securities Partners L.P."},{"label":"Blackstone Securities Partners L.P.","detail":"Indirect owner: a sole member of Blackstone Intermediary Holdco L.L.C. in the 75% or more band and a control person, since July 2011.","parent":"Blackstone Intermediary Holdco L.L.C."},{"label":"Blackstone Intermediary Holdco L.L.C.","detail":"Indirect owner: a sole member of SPFS Advisors L.L.C. in the 75% or more band and a control person, since July 2011.","parent":"SPFS Advisors L.L.C."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":0},"listedOfficeAddresses":3,"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"101 California Street","city":"San Francisco"},{"street":"100 Wilshire BLVD","city":"Santa Monica"}]},{"state":"New York","offices":1,"addresses":[{"street":"345 Park Avenue","city":"New York","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-583-5000","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":null,"assetMix":[{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":100}],"privateFunds":45},"sources":{"adv1FilingDate":"11 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/134009/PDF/134009.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Strategic Partners Fund Solutions Advisors have?","answer":"Strategic Partners Fund Solutions Advisors has 75 clients and manages $80.4 billion for them, as of June 2026. They include 74 pooled investment vehicles and 1 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 11 June 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Strategic Partners Fund Solutions Advisors offer?","answer":"Strategic Partners Fund Solutions Advisors provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Strategic Partners Fund Solutions Advisors have?","answer":"Strategic Partners Fund Solutions Advisors has 0 investment adviser representatives registered with state securities authorities, out of 113 employees, and 81 perform investment advisory functions. 17 are registered representatives of a broker-dealer and 0 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Strategic Partners Fund Solutions Advisors invest in?","answer":"At the end of its last fiscal year, Strategic Partners Fund Solutions Advisors’ separately managed accounts held 100% pooled vehicles (private funds and similar). It advises 45 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Strategic Partners Fund Solutions Advisors?","answer":"Strategic Partners Fund Solutions Advisors is owned through a chain of holding companies by Blackstone Inc. Its direct owner is SPFS Advisors L.L.C. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 11 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Strategic Partners Fund Solutions Advisors get paid?","answer":"Strategic Partners Fund Solutions Advisors is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}