{ "crd_number": 286688, "slug": "slow-capital-inc-greenbrae-ca-286688", "primary_business_name": "SLOW CAPITAL, INC.", "legal_name": "SLOW CAPITAL, INC.", "dbas": [], "city": "Greenbrae", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2017-03-08", "years_registered": 9, "period": "2026-10-01", "filing_date": "2026-02-09", "carried_forward": false, "raum_total": 953269475.0, "raum_discretionary": 953269475.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 4, "advisory_employees": 2, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "charitable": { "raum": 8335637.0, "count": 2, "fewer_than_5": true }, "individuals": { "raum": 4564119.0, "count": 22 }, "investment_companies": { "raum": 93364402.0, "count": 1 }, "other_investment_advisers": { "raum": 617800893.0, "count": 6 }, "high_net_worth_individuals": { "raum": 226221805.0, "count": 68 }, "corporations_other_businesses": { "raum": 2982619.0, "count": 1, "fewer_than_5": true } }, "compensation_types": [ "percentage_of_aum" ], "advisory_activities": [ "other", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_investment_companies" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "TX" ], "websites": [ "https://linkedin.com/company/slow-capital-inc", "https://slowcapital.co" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286688", "city_as_filed": "GREENBRAE", "url": "https://advisorcensus.com/firm/slow-capital-inc-greenbrae-ca-286688", "display_name": "Slow Capital, Inc.", "summary": "Slow Capital, Inc. is an SEC-registered investment advisory firm in Greenbrae, CA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 9, 2026.", "citation": "AdvisorCensus. Slow Capital, Inc. (CRD 286688): 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 investment companies (and business development companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Other" ], "quick_answers": [ { "q": "How is Slow Capital, Inc. compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Slow Capital, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Slow Capital, Inc. located?", "a": "Slow Capital, Inc.'s principal office is in Greenbrae, CA, according to its Form ADV." }, { "q": "Is Slow Capital, Inc. registered with the SEC or a state?", "a": "Slow Capital, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286688." }, { "q": "How much does Slow Capital, Inc. manage?", "a": "Slow Capital, Inc. reports $953,269,475 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary)." }, { "q": "How have Slow Capital, Inc.'s assets and staff changed since 2021?", "a": "In the Form ADV data for Slow Capital, Inc.: Regulatory assets under management: $710,817,374 in the October 2021 data and $953,269,475 in the October 2026 data, up 34%. Total employees: 8 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Slow Capital, Inc. serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (68); individuals (other than high net worth individuals) (22); other investment advisers (6)." }, { "q": "Which custodians does Slow Capital, Inc. use?", "a": "Slow Capital, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and JPMorgan Chase Bank, National Association as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Slow Capital, Inc. 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/286688" }, { "q": "What changed in Slow Capital, Inc.'s recent Form ADV filings?", "a": "In the March 2026 filing data: Regulatory assets under management went from $809,895,992 to $953,269,475 (+18%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 710817374.0, "total_employees": 8, "filing_date": "2021-03-16" }, { "period": "2022-10-01", "regulatory_assets_under_management": 979009451.0, "total_employees": 4, "filing_date": "2022-08-18" }, { "period": "2023-10-01", "regulatory_assets_under_management": 625476666.0, "total_employees": 4, "filing_date": "2023-05-02" }, { "period": "2024-10-01", "regulatory_assets_under_management": 733153766.0, "total_employees": 4, "filing_date": "2024-02-05" }, { "period": "2025-10-01", "regulatory_assets_under_management": 809895992.0, "total_employees": 4, "filing_date": "2025-02-03" }, { "period": "2026-10-01", "regulatory_assets_under_management": 953269475.0, "total_employees": 4, "filing_date": "2026-02-09" } ], "recent_changes": [ { "period": "2026-03-01", "period_label": "March 2026", "notes": [ "Regulatory assets under management went from $809,895,992 to $953,269,475 (+18%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false }, { "name": "JPMorgan Chase Bank, National Association", "name_as_filed": "JPMORGAN CHASE BANK, NATIONAL ASSOCIATION", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/slow-capital-inc-greenbrae-ca-286688.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 22, "fewer_than_5": false, "raum": 4564119.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 68, "fewer_than_5": false, "raum": 226221805.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 1, "fewer_than_5": false, "raum": 93364402.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 2, "fewer_than_5": true, "raum": 8335637.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 6, "fewer_than_5": false, "raum": 617800893.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 1, "fewer_than_5": true, "raum": 2982619.0 } ], "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/286688", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }