The SLOAN ASSET MANAGEMENT AG is a privately held investment adviser that advises $409.93mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. SLOAN ASSET MANAGEMENT AG is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 133.74% over the last 5-years.
The Group has been registered with the SEC for 22.75 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at TODISTRASSE 16, ZURICH, -. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees decreased by 20% over the last 5-years.
Their $409.93mn in assets advised are owned by 0 private funds, 2 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $372.5mn or 90.87% of Total Assets and Investment Companies (IC) own $37.43mn or 9.13% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 2 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 2 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
SLOAN ASSET MANAGEMENT AG names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.