SLW MANAGEMENT COMPANY

RIASEC RegisteredEst. 2024
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
Registered since
April 25, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SLW Management Company is a small institutional adviser organized as a limited liability company and registered with the SEC in 2024. The firm focuses its advisory activity on managing pooled investment vehicles, which suggests its clients are funds or fund-like structures rather than individual retail investors. The client base is institutional, and the firm charges a mix of percentage-of-AUM fees and performance-based fees, consistent with fund-management economics. Investment preferences emphasize private market allocations: SLW directs capital into externally managed private equity strategies and appears comfortable taking positions that require longer hold periods and bespoke manager selection. The firm identifies as an active ESG investor, indicating that environmental, social and governance factors are integrated into manager selection and portfolio monitoring processes. SLW is structured as a domestic entity with individual ownership, does not present itself as a capital allocator, and is not positioned as a pension consultant or multi-state advisor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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

Contacts

2 of 2
  • THOMAS CONNEELY

    Senior Vice President, OperationsCRD 7864917

  • SHAWN ONEILL

    Managing PartnerCRD 2862233

Wealth teams

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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