SLW MANAGEMENT COMPANY
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2THOMAS CONNEELY
Senior Vice President, OperationsCRD 7864917
SHAWN ONEILL
Managing PartnerCRD 2862233
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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