Slow Capital, Inc.
Firm details
- Headquarters
- Greenbrae, California
- CRD number
- 286688
- Registered since
- March 8, 2017
- Website
- www.slowcapital.co
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers64.81%
- HNWI23.73%
- Investment Companies9.79%
- Charitable Organizations0.87%
- Individuals0.48%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Slow Capital, Inc. is a corporate, SEC-registered investment adviser (registered in 2017) that operates as an institutional RIA while serving both high‑net‑worth individuals and families and institutional clients. The firm is owned by an individual and charges fees as a percentage of assets under management. Its advisory mandate covers discretionary portfolio management for individuals and small businesses, investment companies, and other business or institutional entities. Slow Capital does not identify as an active ESG investor, is not designated as a multi‑state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities86%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Matthew Johnson
CEOCRD 3000166
Contacts
1 of 1Gesa Jaravata
OperationsCRD 6481687
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$117M in ETFs
97%
$113M
3%
$3.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES NATIONAL MUNI BOND ETF (MUB) | BlackRock | Passive | Muni National Interm | $22.1M | 205,251 | 18.93% |
Location
Greenbrae, CA
Marin
Location
Greenbrae, CA
Headquartered in Greenbrae, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 300 B Drakes Landing Rd
- Time zone
- PT (UTC-8)
- Office locations
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