Investment adviser · CRD 327135
SLATER INVESTMENTS LIMITED
Investment adviser filing (IA)
LONDON, United Kingdom · Form ADV filed Feb 4, 2026
- Regulatory AUM
- $1.23B Form ADV · Item 5.F
- Client accounts
- 13 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 4 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 |
|---|---|---|---|
| Pooled investment vehicles | 6 | $921,555,657 | 75.1% |
| Charities | Fewer than 5 | $259,802,054 | 21.2% |
| High-net-worth individuals | Fewer than 5 | $39,981,784 | 3.3% |
| Retirement plans | Fewer than 5 | $4,578,551 | 0.4% |
| Corporations & businesses | Fewer than 5 | $380,617 | 0.0% |
Filing source
Form ADV 2048881 · Feb 4, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 4, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
NICHOLAS HOUSE, 3 LAURENCE POUNTNEY HILLLONDON, EC4R 0EU, United Kingdom
CRD 327135
Filing source
Form ADV 2048881 · Feb 4, 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.