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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Old Slip Registered Investment Advisors LLC
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|---|---|
| CRD # | 297976 |
| SEC # | 801-113781 |
| CIK # | |
| AUM | $341.0 M (2025-03-13) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 212-256-1334 |
| Address | 40 Wall Street Floor 28 New York, NY 10005 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 20 | 36.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 48 | 305.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 28 | 341.0 |
| By Discretionary | ||
| Discretionary | 6 | 36.0 |
| Non-Discretionary | 22 | 305.0 |
| Total | 28 | 341.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.0 | |
| Total | 28 | 341.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Altamont Capital Management LLC
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|
NC | 0.3 |
|
Navigoe LLC
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|
CA | 0.3 |
|
Insight Folios Inc
✚
|
NC | 0.3 |
|
Comprehensive Wealth Solutions LLC
✚
|
FL | 0.3 |
|
Farringdon Asset Management PTE Ltd
✚
|
0.3 | |
|
Mighty Oak Strong America Investment Company
✚
|
PA | 0.3 |
|
Cloverfields Capital Group LP
✚
|
MN | 0.3 |
|
Vermillion Wealth Management Inc
✚
|
MN | 0.3 |
|
Camden Wealth Advisors LLC
✚
|
TX | 0.3 |
|
Rubicon Advisors GP
✚
|
CA | 0.3 |