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 a privately held investment advisory firm organized as an LLC and registered with the SEC in 2014. The firm serves both individual and family clients as well as institutional accounts and charges fees tied to assets under management. Its advisory services emphasize discretionary portfolio management across a range of client types, including separately managed accounts, pooled investment vehicles and investment companies, and the firm also produces periodical investment commentary. SL Advisors reports it is not 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
Simon Lack
Managing PartnerCRD 4334366
Henry Hoffman
Partner, Portfolio ManagerCRD 5316996
Elizabeth Lack
Investment Adviser RepresentativeCRD 7530641
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$7M in ETFs
100%
$7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PACER AMERICAN ENERGY INFRASTRUCTURE ETF (USAI) | Passive | Energy Limited Partnership | $4.4M | 95,782 | 62.05% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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