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OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC
CRD 297976 · SEC 801-113781
40 WALL STREET FLOOR 28, NEW YORK, NY, 10005, United States
Phone
212.256.1334
Fax
646.390.1341
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.0M
Discretionary AUM
$1.0M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $0 |
| High net worth individuals | 3 | $0 |
| Pension/profit sharing plans | 16 | $305.0M |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD