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⚲
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| SL Advisors LLC
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| |
|---|---|
| CRD # | 151495 |
| SEC # | 801-80396 |
| CIK # | 0001680365 |
| AUM | $313.7 MM (2024-02-14) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 908-232-0830 |
| Address | 10 Kimball Circle Westfield, NJ 07090 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NEXT | 599.8 | 6.2 | |
| ET | 31,904.4 | 6.0 | |
| LNG | 34,273.2 | 3.1 | |
| OKE | 25,448.2 | 3.0 | |
| TRGP | 14,247.0 | 2.9 | |
| WMB | 38,659.7 | 2.9 | |
| EPD | 54,009.8 | 2.1 | |
| ENB | 86,202.3 | 1.4 | |
| TRP | 52,659.3 | 1.1 | |
| KMI | 39,000.5 | 1.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Low Vol Hedged Fund LP | [2021-01-28] | 0.0 | 0.5 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.6 |
| (b) Individuals (high net worth individuals) | 53 | 59.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 251.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 2.2 |
| (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 | 313.7 |
| By Discretionary | ||
| Discretionary | 58 | 313.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 58 | 313.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.7 | |
| Total | 58 | 313.7 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Simon Lack | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001680365] |
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