# Franklin Street Advisors

Franklin Street Advisors is an Asset Manager based in Chapel Hill, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Chapel Hill, United States
- **Region:** North America
- **Address:** Chapel Hill, NC, United States
- **Founded:** 1991
- **Assets under management:** Undisclosed
- **Website:** franklin-street.com

## Regulatory record

- **CRD number:** 106275
- **SEC file number:** 801-39635
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/106275

## About

Franklin Street Advisors is an SEC-registered investment adviser in Chapel Hill, NC, since 1991. The firm manages approximately $4.5 billion in assets. It has 40 employees and 18 investment advisers.

## Sectors

- Enterprise Software
- AI/ML
- Digital Health
- FinTech
- Cybersecurity
- Energy Transition & Renewables
- Industrial Tech

## Offices

- Menlo Park, CA
- Palo Alto, CA
- Boston, MA
- Philadelphia, PA

## Questions

### Who runs investment decisions at Franklin Street Advisors?

Franklin Street Advisors employs a distributed investment team with senior research analysts and portfolio managers located across its five offices. The firm has not publicly identified a single named CIO or CEO. Investment decisions are made through fundamental research conducted by sector-focused analysts who operate with a degree of autonomy uncommon in larger centralized asset managers.

### How does Franklin Street Advisors source proprietary deal flow?

The firm's geographic footprint — with investment staff in Menlo Park, Palo Alto, Boston, and Philadelphia — embeds analysts in the venture capital and technology ecosystems where late-stage private companies cluster. Proximity to management teams, VC GPs, and early customers generates sourcing advantages that are difficult to replicate from a single headquarters. The firm's long-standing presence in these corridors provides repeat access to the crossover rounds of companies backed by top-tier venture firms.

### Does Franklin Street Advisors participate in fund commitments or only direct deals?

Franklin Street Advisors makes direct investments into individual companies, both in late-stage private rounds and in the public markets, rather than committing as a limited partner to venture capital or growth equity funds. The firm's crossover approach means it continues to hold positions after IPO, treating the public listing as a financing event rather than an exit signal.

### What investment stages does Franklin Street Advisors typically target?

The firm concentrates on late-stage venture and crossover rounds — the financings immediately preceding an IPO — and public growth equities. It does not invest at seed, Series A, or early venture stages. The target universe consists of technology companies with scaled revenue, proven unit economics, and a line of sight to public-market liquidity within 12 to 36 months.

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Last updated: 2026-06-03T20:00:00.000Z

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