SLOW CAPITAL, INC.
Firm details
- Headquarters
- GREENBRAE, California
- CRD number
- 286688
- Registered since
- March 8, 2017
- Website
- www.slowcapital.co
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers64.81%
- HNWI23.73%
- Investment Companies9.79%
- Charitable Organizations0.87%
- Individuals0.48%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Slow Capital, Inc. is a SEC-registered corporate advisor (registered in 2017) that manages investment portfolios for individuals, small businesses, investment companies and other institutions. The firm is owned by an individual and charges clients on a percentage-of-AUM fee model. Its stated advisory activity centers on portfolio management across private and institutional client types. Slow Capital does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a capital allocator.
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 Equities86%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2MATTHEW JOHNSON
CEOCRD 3000166
GESA JARAVATA
Chief Compliance OfficerCRD 6481687
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$117M in ETFs
96%
$112M
4%
$4.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES NATIONAL MUNI BOND ETF (MUB) | BlackRock | Passive | Muni National Interm | $21.4M | 201,707 | 18.37% |
Location
GREENBRAE, CA
MARIN
Location
GREENBRAE, CA
Headquartered in GREENBRAE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- MARIN
- Address
- 300B Drakes Landing Rd
- Time zone
- PT (UTC-8)
- Office locations
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