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Stanley-Laman Group Ltd
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CRD # | 112112 |
SEC # | 801-45568 |
CIK # | 0001601489 |
AUM | $799.8 MM (2023-03-29) |
Employees | 22 (45% Investors, 27% Brokers) |
Phone | 610-993-9100 |
Address | 1235 Westlakes Dr Berwyn, PA 19312 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | SLG All Markets Portfolio LP | [2016-03-23] | 273.0 | 39.4 |
HF | SLG Fixed Income Portfolio LP | [2016-03-23] | 0.0 | 0.0 |
HF | SLG High Growth Portfolio LP | [2016-03-23] | 1.7 | 1.8 |
HF | SLG International Opportunities LP | 2012-03-28 | 85.3 |
AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 10 | 0.5 |
(b) Individuals (high net worth individuals) | 220 | 607.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 85.3 |
(g) Pension and profit sharing plans | 0 | 3.7 |
(h) Charitable organizations | 0 | 2.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 64 | 101.2 |
(n) Other | 0 | 0.0 |
Total | 710 | 799.8 |
By Discretionary | ||
Discretionary | 664 | 777.0 |
Non-Discretionary | 46 | 22.9 |
Total | 710 | 799.8 |
By Non-United States Persons | ||
Non-United States Persons | 5.3 | |
United States Persons | 794.5 | |
Total | 710 | 799.8 |
Form D Directors | # Filings | # Firms | 2011 - 2023 |
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William Stanley | 6 | ||
James Laman | 3 |
EDGAR Form | CIK | 2011 - 2023 |
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13F-HR | [0001601489] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
ESM Management LLC
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|
MA | 0.8 |
Kingdon Capital Management LLC
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|
NY | 0.8 |
Synergy Fund Management Group Limited
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|
0.8 | |
van Biema Value Partners LLC
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|
NY | 0.8 |
Cannell Capital LLC
✚
|
WY | 0.8 |
Bowie Capital Management LLC
✚
|
TX | 0.8 |
Twin Capital Management Inc
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|
PA | 0.8 |
Regan Capital LLC
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|
TX | 0.8 |
Chi-Rho Financial LLC
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|
GA | 0.8 |
Argos Wealth Advisors LLC
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|
UT | 0.8 |