SL Advisors, LLC

Overview

SL Advisors, LLC is an SEC-registered RIA that runs discretionary portfolios for both high‑net‑worth individuals/families and institutional clients. The firm’s advisory work spans separate managed accounts, pooled vehicles and investment companies, and it also publishes periodic research or newsletters. Portfolio construction tilts toward equities — particularly exchange‑traded equities — while keeping a meaningful allocation to third‑party alternative managers. Feeing is by percentage of assets under management, and the firm does not identify as an active ESG investor or a pension consultant. Investment behavior shows a dual approach: a concentrated public equity sleeve for liquid exposure and a complementary allocation to private equity and hedge funds for added return drivers and diversification. The firm uses mutual funds and ETFs for broad market or sector exposure and runs separately managed account (SMA) strategies as part of its client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices