SLW Management Company

RIASEC Registered
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$357M
Accounts
4
Employees
10
Advisory reps
2

Firm details

Headquarters
San Francisco, California
CRD number
329215
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

SLW Management Company is an institutional registered investment adviser that serves a small set of institutional clients. Ownership is listed as a combination of a domestic entity and an individual. The firm charges asset-based fees and performance-linked fees, and it describes itself as an active ESG investor. Regulatory and other profile details indicate it is not a multi-state adviser, is not newly formed, and does not act as a pension consultant or a related adviser. Although SLW is classified as an institutional RIA, its profile shows it is not positioned as a capital allocator in the sense of a dedicated fund-of-funds manager; instead it relies on external managers for certain alternative exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Thomas Conneely

    Senior Vice President, OperationsCRD 7864917

  • Shawn Oneill

    Managing PartnerCRD 2862233

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

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Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
200 Halleck St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth