SLATE PROPERTY GROUP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
332260
Registered since
November 21, 2024

Firm profile

FINTRX

Overview

Slate Property Group operates as a real estate-focused firm organized as a limited liability company and registered with the SEC in 2024. The firm positions itself primarily as a broker and sponsor that serves as general partner and managing member for pooled investment vehicles. Its activities center on structuring and managing private real estate funds and sponsored deals rather than acting as a broad capital allocator or serving a retail advisory client base. Slate Property Group is not identified as an active ESG investor and does not report multi-state advisory activity. Investment activity is concentrated on pooled real estate vehicles where the firm takes sponsor/GP responsibilities: sourcing deals, structuring investment vehicles, coordinating capital from multiple owners and overseeing asset management through the hold or disposition phases. Firm governance and economics indicate a sponsor-style business model rather than a traditional advisory relationship with individual advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • DAVID SCHWARTZ

    Principal and Co-FounderCRD 3268924

  • Dror Rosenfeld

    MemberCRD 8005444

  • Martin Nussbaum

    Principal and Co-FounderCRD 8005437

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
440 Park Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth