SL Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 151495
- Registered since
- October 8, 2014
- Website
- sl-advisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies83.3%
- HNWI15.85%
- Pooled Investment Vehicles0.76%
- Individuals0.09%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
SL Advisors, LLC is an SEC-registered investment adviser (registered in 2014) that operates as an institutional RIA serving both individual/family and institutional clients. The firm is organized as a limited liability company with an owner-type listed as an individual and charges fees on a percentage-of-AUM basis. Its advisory work covers discretionary portfolio management across individuals/small businesses, investment companies, pooled investment vehicles, and businesses or institutions, and it also produces periodicals or newsletters. SL Advisors is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Contacts
3 of 3
Henry Hoffman
Research AnalystCRD 5316996
Simon Lack
Managing PartnerCRD 4334366
Elizabeth Lack
Business DevelopmentCRD 7530641
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$6.8M in ETFs
100%
$6.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER AMERICAN ENERGY INFRASTRUCTURE ETF (USAI) | Passive | Energy Limited Partnership | $4.1M | 95,560 | 60.90% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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