Investment adviser · CRD 151495
SL ADVISORS, LLC
Investment adviser filing (IA)
· Form ADV filed Feb 13, 2026
- Regulatory AUM
- $393M Form ADV · Item 5.F
- Client accounts
- 50 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $327,572,837 | 83.3% |
| High-net-worth individuals | 47 | $62,340,933 | 15.9% |
| Pooled investment vehicles | 1 | $2,988,974 | 0.8% |
| Individuals | Fewer than 5 | $360,803 | 0.1% |
Filing source
Form ADV 2048922 · Feb 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
LOW VOL HEDGED FUND, LPHedge Fund · Last reported Jan 28, 2021$525KGross asset value
Form D fundraising filings
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-7142547074
- Reported beneficial owners
- 5
- Minimum commitment
- $25K
- Form D file number
- 021-385954
Form ADV 1481659 · Jan 28, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Feb 13, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets
Principal office
CRD 151495
Filing source
Form ADV 2048922 · Feb 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.