OLDSLIP MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2021
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
310932
Registered since
January 13, 2021

Firm profile

FINTRX

Overview

Oldslip Management LLC is a small, fund-focused advisory formed as a limited liability company and registered with the SEC in 2021. The firm functions primarily as a sponsor, general partner and managing member of pooled investment vehicles, with its activity centered on advising and operating private funds rather than running retail separately managed accounts. Its fund mix is dominated by venture capital strategies, indicating a primary focus on private equity investments in early-stage or growth-oriented companies. Investment activity appears concentrated and hands-on: as the named sponsor and GP, Oldslip Management LLC is responsible for fund formation, governance and manager decisions for the vehicles it advises. The firm’s scale and fund structure suggest allocations skewed to direct private equity stakes and concentrated portfolios rather than broad public market beta exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Daniel Wolfson

    PartnerCRD 7324581

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 State St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth