SLW Investment Management, LLC

RIASEC RegisteredEst. 2024
Total AUM
$464M
Discretionary
$464M
100% of AUM
Avg account
$232M
Accounts
2
Employees
11
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
332006
Registered since
August 15, 2024
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

SLW Investment Management, LLC is an SEC-registered limited liability investment adviser formed to serve institutional clients. The firm appears oriented toward manager and fund-level portfolio work: its registered business activities include acting as a CPO/CTA and providing portfolio management for investment companies, and it charges clients a percentage-of-assets fee. SLW is not positioned as an ESG investor, does not operate as a multi-state adviser, and is not flagged as a capital allocator or a related adviser. Reported industry relationships include connections with other investment advisers, banks or thrifts, trust companies, insurance companies and pension consultants.

Assets & Accounts

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

3 of 3
  • Kenneth Canon

    Chief Executive OfficerCRD 1777291

  • Wesley Mcdowell

    Wesley Mcdowell

    General Counsel & Chief Compliance OfficerCRD 7334950

  • Iii Thompson

    Iii Thompson

    Chief Financial Officer & Chief Operations OfficerCRD 1524840

Contacts

1 of 1
  • Vincent Ahn

    Vincent Ahn

    Head of Fixed IncomeCRD 6680327

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
1845 Woodall Rodgers Fwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth