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| Happy Holidays!! thanks for using AUM13F!! |
| SL Advisors LLC
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| CRD # | 151495 |
| SEC # | 801-80396 |
| CIK # | 0001680365 |
| AUM | $445.6 M (2025-01-23) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 908-232-0830 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Harmony Merger Corp | 8.6 | ||
| Energy Transfer Equity LP | 6.9 | ||
| Cheniere Energy Inc | 4.4 | ||
| Williams Companies Inc | 4.3 | ||
| Oneok Inc /New/ | 3.8 | ||
| Targa Resources Corp | 3.2 | ||
| Enterprise Products Partners L P | 2.3 | ||
| Enbridge Inc | 1.7 | ||
| Transcanada Corp | 1.5 | ||
| Kinder Morgan Inc | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Low Vol Hedged Fund LP | [2021-01-28] | 0.0 | 0.5 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.7 |
| (b) Individuals (high net worth individuals) | 54 | 76.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 364.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 3.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 58 | 445.6 |
| By Discretionary | ||
| Discretionary | 58 | 445.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 58 | 445.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.6 | |
| Total | 58 | 445.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Simon Lack | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001680365] |
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|---|---|---|
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Sturgeon Ventures LLP
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0.3 | |
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IL | 0.3 |
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Camelot Portfolios LLC
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OH | 0.3 |