Slate Advisory Service (US) LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$156M
Accounts
11
Employees
80
Advisory reps
5

Firm details

Headquarters
Chicago, Illinois
CRD number
310404
Registered since
October 1, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Neil Kaufman

    Chief Administrative OfficerCRD 4964149

Contacts

3 of 4
  • Ramsey Ali

    Ramsey Ali

    PartnerCRD 6898575

  • Brady Welch

    Brady Welch

    Founding PartnerCRD 6898573

  • Blair Welch

    Blair Welch

    Founding PartnerCRD 6898571

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth