SLW Management Company
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 329215
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
SLW Management Company is an institutional-focused adviser that manages concentrated relationships for a small number of large clients. The firm charges a combination of asset-based fees and performance-linked compensation, and it identifies as an active ESG investor, indicating ESG factors are integrated into at least some portfolio decisions. The adviser is recorded as a domestic entity/individual owner type and is not designated as a capital allocator in the available data.
Assets & Accounts
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
Contacts
2 of 2Thomas Conneely
Senior Vice President, OperationsCRD 7864917
Shawn Oneill
Managing PartnerCRD 2862233
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 200 Halleck St
- Time zone
- PT (UTC-8)
- Office locations
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