The SLK PRIVATE WEALTH MANAGEMENT is a privately held investment adviser that advises $2.15Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. SLK PRIVATE WEALTH MANAGEMENT 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 30.48% over the last 1-years.
The Group has been registered with the SEC for 1.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 10877 WILSHIRE BOULEVARD SUITE 1406, LOS ANGELES, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 17 employees comprised of 10 investment and 7 non-investment staff. The total number of Employees increased by 6.25% over the last 1-years.
Their $2.15Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $1.77Bn or 82.28% of Total Assets and Individuals own $380.66mn or 17.72% of Total Assets.
The Group's top investment strategies include Multi Strat, representing nan% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 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.
The Group discloses management fees and performance-based fees.
SLK PRIVATE WEALTH MANAGEMENT names 1 sub-adviser OPTO INVESTMENT MANAGEMENT, LLC to 1 different fund advised by the group. The Group has been named as the sub-adviser to 0 funds.