SLATE ADVISORY SERVICE (US) LLC

Overview

Slate Advisory Service (US) LLC is an SEC-registered adviser that operates primarily as a manager of pooled investment vehicles for institutional clients. The firm is classified as a hedge fund adviser and charges a mix of percentage-of-AUM and performance-based fees, plus other fee arrangements. Slate positions itself to run active, manager-driven strategies and is listed as an active ESG investor, indicating that environmental, social or governance factors are considered in manager selection or portfolio construction. Slate also performs sponsor and general partner roles for pooled vehicles, which suggests it retains direct control over fund governance and operational decisions in addition to providing portfolio management. The firm's business activities emphasize pooled vehicle management rather than one-off separately managed accounts. Its affiliations include broker-dealer relationships and roles as sponsor, GP and managing member of pooled vehicles, reflecting an integrated operating model that combines fund management, capital raising and sponsor duties.

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Location & Offices