SLOTNIK CAPITAL, LLC

RIASEC RegisteredEst. 2023
Total AUM
$416M
Discretionary
$416M
100% of AUM
Avg account
$416M
Accounts
1
Employees
5
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
324251
Registered since
January 13, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Slotnik Capital, LLC is organized as a limited liability company and operates as a hedge fund manager focused on institutional clients. The firm is SEC-registered (2023) and owned by an individual. Its registered advisory activity is portfolio management for pooled investment vehicles, and its stated fee model combines a percentage-of-assets management fee with performance-based fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • LOREN SAUER

    Chief Compliance OfficerCRD 5045885

Contacts

1 of 1
  • CHARLES SLOTNIK

    Manager and MemberCRD 2607701

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
200 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth