SL Advisors is an investment advisor in Westfield with $217.35 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
271619015
SEC advisor number
801-80396
FINRA CRD number
151495
AUM ?
$217.35 mm
(as of 14 Feb 22)
Accounts
90
(as of 14 Feb 22)
Employees
4
(3 investment advisory or research)
Address
SL Advisors
220 LENOX AVENUE, SUITE 303
WESTFIELD
NJ 07090
220 LENOX AVENUE, SUITE 303
WESTFIELD
NJ 07090
Office hours
Monday - Friday, 8AM-5PM
Phone
908-232-0830
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Lack, Simon, Anthony | Managing Member and Chief Compliance Officer | 03/2009 | 50-75% |
Hoffman, Henry, Maxwell | Partner | 01/2014 | 25-50% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
9 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22