Slater Investments Limited

RIASEC RegisteredEst. 2023
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$94.3M
Accounts
13
Employees
19
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Sovereign Bonds 12%, Cash & Cash Equivalents 1%87%
  • Exchange Traded Equities87%
  • Sovereign Bonds12%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Ralph Baber

    Ralph Baber

    Chief Operating OfficerCRD 7778463

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
Nicholas House
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth