Slater Investments Limited

RIASEC RegisteredEst. 2023
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$94.3M
Accounts
13
Employees
19
Advisory reps
1

Firm details

Headquarters
London,
CRD number
327135
Registered since
August 18, 2023
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles75.15%
  • Charitable Organizations21.19%
  • HNWI3.26%
  • Pension & Profit Sharing Plans0.37%
  • Corporations / Businesses0.03%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Slater Investments Limited is an SEC-registered investment adviser that provides portfolio management services to institutional clients, pooled vehicles and smaller business and individual mandates. The firm is organized as a limited liability company with foreign/individual ownership and charges clients on a percentage-of-assets-under-management fee basis. Its stated activity profile and reported asset mix show a clear tilt toward publicly traded equity exposure delivered primarily through separate-account structures and exchange-traded instruments. Slater is not flagged as an active ESG investor, does not operate as a capital allocator, and does not report pension consulting or multi-state advisory activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 87%, Sovereign Bonds 12%, Cash & Cash Equivalents 1%87%
  • Exchange Traded Equities87%
  • Sovereign Bonds12%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Ralph Baber

    Ralph Baber

    Chief Operating OfficerCRD 7778463

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
Nicholas House
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth