Slater Investments Limited

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Slater Investments Limited
CRD #327135
SEC #801-128602
CIK #
AUM $1.8 BB (2024-03-08)
Employees 22 (14% Investors, 0% Brokers)
Phone442072209460
AddressNicholas House
London, United Kingdom
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
19001520114076038002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 30.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 6 1,498.7
(g) Pension and profit sharing plans 0 4.0
(h) Charitable organizations 0 208.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 18.8
(n) Other 0 0.0
Total 13 1,760.0
By Discretionary
Discretionary 13 1,760.0
Non-Discretionary 0 0.0
Total 13 1,760.0
By Non-United States Persons
Non-United States Persons 1,552.7
United States Persons 207.3
Total 13 1,760.0
Comparable Firms State AUM ($BB)
Wealth Architects LLC
CA 1.8
Rockwood Wealth Management LLC
PA 1.8
Main Street Financial Solutions LLC
PA 1.8
Mainline West Fund Manager LLC
CO 1.8
Giverny Capital Inc
1.8
Durbin Bennett Private Wealth Management LLC
TX 1.8
Foundry Partners LLC
OH 1.8
CFM Advisors Inc
NY 1.7
Resonant Capital Advisors LLC
WI 1.7
YHB Investment Advisors Inc
CT 1.7
Terms | Privacy | Guide
tony@aum13f.com