Investment adviser · CRD 304249
SLATESTONE PRIVATE CLIENT
Investment adviser filing (IA)
SLATESTONE PRIVATE CLIENT, LLC
JUPITER, FL, United States · Form ADV filed Aug 9, 2019
- Regulatory AUM
- $190M Form ADV · Item 5.F
- Client accounts
- 368 Accounts, not individual clients
- Employees
- 8 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 |
|---|---|---|---|
| High-net-worth individuals | 52 | $159,080,477 | 83.8% |
| Individuals | 65 | $21,733,240 | 11.4% |
| Corporations & businesses | 10 | $5,734,281 | 3.0% |
| Other clients | Fewer than 5 | $1,904,086 | 1.0% |
| Retirement plans | Fewer than 5 | $1,463,934 | 0.8% |
Filing source
Form ADV 1338636 · Aug 9, 2019 · 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: Aug 9, 2019. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
4495 MILITARY TRAIL, SUITE 207JUPITER, FL, 33458, United States
CRD 304249
Filing source
Form ADV 1338636 · Aug 9, 2019 · 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.