# Slater Investments Limited

> 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.

- CRD: 327135
- Filed as: SLATER INVESTMENTS LIMITED
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: London, United Kingdom
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327135
- AdvisorCensus page: https://advisorcensus.com/firm/slater-investments-limited-london-327135

## Quick answers

**How is Slater Investments Limited compensated?**
On its Form ADV (Item 5.E, October 2026), Slater Investments Limited reports these compensation arrangements: a percentage of assets under its management.

**Where is Slater Investments Limited located?**
Slater Investments Limited's principal office is in London, United Kingdom, according to its Form ADV.

**Is Slater Investments Limited registered with the SEC or a state?**
Slater Investments Limited is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327135.

**How much does Slater Investments Limited manage?**
Slater Investments Limited reports $1,226,298,663 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**How have Slater Investments Limited's assets and staff changed since 2023?**
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.

**What types of clients does Slater Investments Limited serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Slater Investments Limited report any disciplinary disclosures?**
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

**Does Slater Investments Limited state an account minimum?**
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."

**What changed in Slater Investments Limited's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 4, 2026)

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> Slater Investments imposes an account minimum of $10,000,000, which may be waived by Slater Investments in its own discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,226,298,663
- Discretionary: $1,226,298,663
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $39,981,784 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $921,555,657 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,578,551 |
| Charitable organizations | Fewer than 5 | $259,802,054 |
| Corporations or other businesses not listed above | Fewer than 5 | $380,617 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 19 total, 4 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [slaterinvestments.com](https://slaterinvestments.com)
- LinkedIn @2270829

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $1,819,681,471 | 22 | July 21, 2023 |
| October 2024 | $1,760,008,997 | 22 | March 8, 2024 |
| October 2025 | $1,363,797,710 | 18 | February 10, 2025 |
| October 2026 | $1,226,298,663 | 19 | February 4, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Slater Investments Limited (CRD 327135): Form ADV filing data as of October 2026.