Slater Investments Limited
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
FINTRXOverview
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
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 Equities87%
- Sovereign Bonds12%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Ralph Baber
Chief Operating OfficerCRD 7778463
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- Nicholas House
- Office locations
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