SLW Management Company
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 329215
- Registered since
- April 25, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
SLW Management Company is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves an institutional client base and structures its advisory work around portfolio management for pooled investment vehicles. Ownership is split between a domestic entity and an individual. SLW charges both a percentage-of-AUM fee and performance-based fees, and it identifies as an active ESG investor. The firm does not describe itself as a capital allocator and is not listed as a related adviser to other entities.
Assets & Accounts
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
Contacts
2 of 2Shawn Oneill
Managing PartnerCRD 2862233
Thomas Conneely
Senior Vice President, OperationsCRD 7864917
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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