Slater Investments Limited
Firm details
- Headquarters
- London,
- CRD number
- 327135
- Registered since
- August 18, 2023
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles75.15%
- Charitable Organizations21.19%
- HNWI3.26%
- Pension & Profit Sharing Plans0.37%
- Corporations / Businesses0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Slater Investments Limited is organized as a limited liability company and is registered with the SEC (registration year 2023). The firm is classified as an institutional registered investment adviser and reports a client base oriented toward institutional relationships. Ownership is listed as a mix of a foreign entity and an individual. Compensation is primarily a percentage-of-AUM fee model. Advisory services include portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutional clients. The firm does not identify as an active ESG investor, is not a pension consultant, and does not act as a capital allocator or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Sovereign Bonds12%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Ralph Baber
Chief Operating OfficerCRD 7778463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- Nicholas House
- Office locations
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