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SLATE ADVISORY SERVICE (US) LLC
CRD 310404 · SEC 801-119571
150 N WACKER DR, SUITE 3100, CHICAGO, IL, 60606, United States
Phone
312-847-1480
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.71B
Discretionary AUM
$1.71B
Team
80 total employees; 65 advisory reps; 3 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; SEE SCHEDULE D - MISCELLANEOUS
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $1.71B |
States served
GA, IL, NY
All web addresses on file
- https://www.linkedin.com/company/slateam/
- https://www.facebook.com/Slate-Asset-Management-225026305106839/
- https://twitter.com/SlateAssetMgmt
- https://www.instagram.com/slateassetmgmt/
- https://www.instagram.com/lifeatslate/
- https://www.youtube.com/@slateassetmanagement4898
- https://vimeo.com/546664422
- https://www.slateam.com/
Official SEC filing: View on IAPD