Slow Capital, Inc.

RIASEC Registered
Total AUM
$953M
Discretionary
$953M
100% of AUM
Avg account
$2.2M
Accounts
438
Employees
4
Advisory reps
2

Firm details

Headquarters
Greenbrae, California
CRD number
286688
Registered since
March 8, 2017
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

FINTRX

Overview

Slow Capital, Inc. is a corporate, SEC-registered investment adviser (registered in 2017) that operates as an institutional RIA while serving both high‑net‑worth individuals and families and institutional clients. The firm is owned by an individual and charges fees as a percentage of assets under management. Its advisory mandate covers discretionary portfolio management for individuals and small businesses, investment companies, and other business or institutional entities. Slow Capital does not identify as an active ESG investor, is not designated as a multi‑state adviser, and does not act as a capital allocator or pension consultant.

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 86%, Public Funds/Mutual Funds 12%, Cash & Cash Equivalents 2%86%
  • Exchange Traded Equities86%
  • Public Funds/Mutual Funds12%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Matthew Johnson

    Matthew Johnson

    CEOCRD 3000166

Contacts

1 of 1
  • Gesa Jaravata

    OperationsCRD 6481687

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 38

Active vs passive

$117M in ETFs

Passive

97%

$113M

Active

3%

$3.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES NATIONAL MUNI BOND ETF (MUB)BlackRockPassiveMuni National Interm$22.1M205,25118.93%

Location

Primary office

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
300 B Drakes Landing Rd
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth