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SL ADVISORS,

Business and Investment Profile

The SL ADVISORS, is a privately held investment adviser that advises $393.26mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SL ADVISORS, is a Public Fund A public fund manager is a manager whose >=75% of total assets under management are in public funds (broadly accessible, exchange-listed investment vehicles available to retail investors with typically low minimums and clear, widely available information) Manager. Assets increased by 179.11% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 11.82 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 4 employees comprised of 3 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $393.26mn in assets advised are owned by 1 private fund, 1 public fund and BDCs and 0 other accounts. Assets of Investment Companies (IC) clients own $327.57mn or 83.3% of Total Assets and High Net Worth Individuals own $62.34mn or 15.85% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include Fund of Funds, representing nan% of total assets, respectively.

Client Profile

They advise 3 types of clients, top clients are Investment Companies (IC) and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses management fees.

Sub-Advisers

SL ADVISORS, names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.

Full profile: SL ADVISORS,

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Keywords: SL Advisors
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