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| Keyboard |
| Old Slip Registered Investment Advisors LLC
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|---|---|
| CRD # | 297976 |
| SEC # | 801-113781 |
| CIK # | |
| AUM | 305.0 M (2026-02-12) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 212-256-1334 |
| Address | 40 Wall Street Floor 28 New York, NY 10005 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 305.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 26 | 305.0 |
| By Discretionary | ||
| Discretionary | 5 | 1.0 |
| Non-Discretionary | 21 | 304.0 |
| Total | 26 | 305.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.0 | |
| Total | 26 | 305.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Rockwall Wealth Management Inc
✚
|
TX | 305.5 M |
|
Stableford Capital LLC
✚
|
AZ | 305.3 M |
|
Clarus Wealth Advisors LLC
✚
|
AZ | 305.2 M |
|
Retirement Capital Strategies Inc
✚
|
CA | 305.2 M |
|
Kachkovsky & Fisher Inc
✚
|
CA | 305.1 M |
|
Total Solutions Enterprise LLC
✚
|
NC | 305.0 M |
|
Broadview Wealth Partners LLC
✚
|
CO | 304.7 M |
|
Black Cypress Capital Management LLC
✚
|
304.6 M | |
|
Future Finances Inc
✚
|
OH | 304.6 M |
|
Hergenroeder Financial Advisors Inc
✚
|
MD | 304.5 M |