OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC

Overview

Old Slip Registered Investment Advisors, LLC is a small, privately owned advisory firm that mixes financial planning and pension consulting for both high-net-worth individuals/families and institutional clients. The firm relies largely on non-discretionary relationships—acting as adviser and planner while many clients retain trading authority—though it does maintain a modest discretionary sleeve. Its fee model is flexible, including percentage-of-AUM fees alongside hourly and flat-fee engagements, which aligns with the mix of advisory and consulting work the firm performs. Investment implementation favors pooled public vehicles for market exposure and third‑party managers for alternative allocations. The adviser does not position itself as an active ESG investor and operates within a single-state footprint for regulatory purposes. Industry relationships include affiliations with a broker‑dealer and insurance providers, reflecting use of both custodial brokerage platforms and insurance-wrapped products in client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices