Franklin Street Advisors, Inc.
● SEC registered since 1991CRD 106275SEC# 801-39635Chapel Hill, NC
Ranks #1,418 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$4.53B
Fund GAV
$154.3M
Private funds
5
Employees
40
Accounts
1,652
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 $4.5 billion in regulatory assets under management and employs 40 people. Franklin Street Advisors, Inc. manages 5 private funds with combined gross assets of $154.3 million, including Franklin Street Partners Manager of Managers Llc2 - Series Ofix. By regulatory assets, it ranks 1,418 of 6,004 private fund managers.
Franklin Street Advisors, Inc. private funds
5 funds · $154.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Franklin Street Partners Manager of Managers Llc2 - Series Ofix | Other Private | $63.4M | $10K |
| Franklin Street Partners Manager of Managers Llc2 - Series Ge | Other Private | $45.2M | $10K |
| Franklin Street Partners Manager of Managers Llc1 - Series Ofix | Other Private | $21.1M | $10K |
See all 5 funds — unlock the full record.
Join to unlock · $37/moFranklin Street Advisors, Inc. owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Carol Elizabeth Manzon Control | Managing Director, Trust And Family Office | Under 5% | 2018 |
| Cynthia Rose Stroik Control | Chief Compliance Officer | Under 5% | 2021 |
| Fifth Third Acquisition Holdings, LLC (dba Fifth Third Bank, National Association) Control | Shareholder | Over 75% | 2018 |
See all 15 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Franklin Street Advisors, Inc. manage?
Franklin Street Advisors, Inc. reports $4.5 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 $154.3 million.
How many employees does Franklin Street Advisors, Inc. have?
Franklin Street Advisors, Inc. reports 40 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
| Address | 1450 Raleigh Road, Suite 300, Chapel Hill, NC 27517-8833 |
| Phone | 919-489-2600 |
| Fax | 919-490-4415 |
| Office hours | 8:15 a.m. - 5:15 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$4.53B▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
AUM vs fund managersTop 24%
Larger than 76% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$4.53Bregulatory AUM
Discretionary $4.53B
Service providers
Auditor
Custodian