Slotnik Capital, LLC

RIASEC RegisteredEst. 2023
Total AUM
$416M
Discretionary
$416M
100% of AUM
Avg account
$416M
Accounts
1
Employees
5
Advisory reps
2

Firm details

Headquarters
Dallas, Texas
CRD number
324251
Registered since
January 13, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Slotnik Capital, LLC is an SEC-registered hedge fund organized as an LLC and overseen by an individual owner. The firm describes its primary advisory activity as portfolio management for pooled investment vehicles and serves institutional clients. Its compensation structure combines a percentage-of-assets fee with performance-based fees, consistent with a traditional hedge fund manager model. The firm is not registered as a multi-state adviser, does not market itself as an ESG investor, and is not positioned as a capital allocator to external managers as its principal business.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

1 of 1
  • Loren Sauer

    Loren Sauer

    Chief Compliance OfficerCRD 5045885

Contacts

1 of 1
  • Charles Slotnik

    Manager and MemberCRD 2607701

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
200 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth