CRD: 297976
OLD Slip Registered Investment Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-02-2018
- Office Locations
- 1
Office Locations
About OLD Slip Registered Investment Advisors, LLC
Old Slip Registered Investment Advisors, LLC is a New York-based RIA serving retail and institutional clients, with a planning-led offering spanning portfolio construction, wealth/estate and tax planning, retirement plan and insurance solutions. Investment approach is multi-asset, incorporating public markets and alternatives (e.g., private equity/hedge funds/real estate) alongside ETFs and mutual funds. Publishes the monthly “Old Slip Outlook” markets email; custody via Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES JOSEPH LUKEZIC
Chief Compliance Officer, Managing Member
- CRD
- #4284800
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL RAYMOND GOOLD
--
- CRD
- #4820084
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | $200,000 |
| Non-Discretionary | $304,000,000 | $14,476,190 |
| Total | $305,000,000 | $11,730,769 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing