{
  "crd_number": 327135,
  "slug": "slater-investments-limited-london-327135",
  "primary_business_name": "SLATER INVESTMENTS LIMITED",
  "legal_name": "SLATER INVESTMENTS LIMITED",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-08-18",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-02-04",
  "carried_forward": false,
  "raum_total": 1226298663.0,
  "raum_discretionary": 1226298663.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 19,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 259802054.0,
      "count": null,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 4578551.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 39981784.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 921555657.0,
      "count": 6
    },
    "corporations_other_businesses": {
      "raum": 380617.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://linkedin.com/company/2270829/admin",
    "https://slaterinvestments.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327135",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/slater-investments-limited-london-327135",
  "display_name": "Slater Investments Limited",
  "summary": "Slater Investments Limited is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 4, 2026.",
  "citation": "AdvisorCensus. Slater Investments Limited (CRD 327135): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Slater Investments Limited compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Slater Investments Limited reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Slater Investments Limited located?",
      "a": "Slater Investments Limited's principal office is in London, United Kingdom, according to its Form ADV."
    },
    {
      "q": "Is Slater Investments Limited registered with the SEC or a state?",
      "a": "Slater Investments Limited is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327135."
    },
    {
      "q": "How much does Slater Investments Limited manage?",
      "a": "Slater Investments Limited reports $1,226,298,663 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Slater Investments Limited's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Slater Investments Limited: Regulatory assets under management: $1,819,681,471 in the October 2023 data and $1,226,298,663 in the October 2026 data, down 33%. Total employees: 22 in October 2023 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Slater Investments Limited serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6)."
    },
    {
      "q": "Does Slater Investments Limited report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327135"
    },
    {
      "q": "Does Slater Investments Limited state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 4, 2026 says: \"Slater Investments imposes an account minimum of $10,000,000, which may be waived by Slater Investments in its own discretion.\""
    },
    {
      "q": "What changed in Slater Investments Limited's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $1,363,797,710 to $1,226,298,663 (-10%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1819681471.0,
      "total_employees": 22,
      "filing_date": "2023-07-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1760008997.0,
      "total_employees": 22,
      "filing_date": "2024-03-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1363797710.0,
      "total_employees": 18,
      "filing_date": "2025-02-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1226298663.0,
      "total_employees": 19,
      "filing_date": "2026-02-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 3 to 4.",
        "Regulatory assets under management went from $1,363,797,710 to $1,226,298,663 (-10%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$10,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Slater Investments imposes an account minimum of $10,000,000, which may be waived by Slater Investments in its own discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 10000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Slater Investments imposes an account minimum of $10,000,000, which may be waived by Slater Investments in its own discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/slater-investments-limited-london-327135.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 39981784.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 921555657.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 4578551.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 259802054.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 380617.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327135",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}