Slate Advisory Service (US) LLC
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 310404
- Registered since
- October 1, 2020
- Website
- www.slateam.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Slate Advisory Service (US) LLC is a hedge fund–classified advisory LLC that provides portfolio management for pooled investment vehicles to institutional clients. The adviser is SEC-registered (since 2020) and operates under a fee model that includes a percentage-of-AUM component and performance-based fees. Slate serves primarily as sponsor/GP and managing member of pooled vehicles and lists affiliations with broker-dealers and other investment advisers, indicating it both runs funds and interacts across distribution and intermediary channels. The firm is identified as an active ESG investor, which the firm flags as part of its manager selection and portfolio oversight processes.
Assets & Accounts
Investments & Alternatives
Private Funds
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Neil Kaufman
Chief Administrative OfficerCRD 4964149
Contacts
3 of 4
Ramsey Ali
PartnerCRD 6898575

Brady Welch
Founding PartnerCRD 6898573

Blair Welch
Founding PartnerCRD 6898571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 150 N Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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