Slow Capital, Inc. is a large advisory firm based in Greenbrae. It manages $414.27 million of regulatory assets for 258 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Florida, and Texas.
Slow Capital provides portfolio management for individuals and small businesses and sub-advisory services to registered investment advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Slow Capital, Inc. is $414.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Slow Capital, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, other investment advisers, high net worth individuals, and corporations or other businesses. The largest group of clients of Slow Capital is corporations or other businesses with 1 clients and $317.63 million of assets under management. Among the 9 most similar advisory firms, Slow Capital has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $414.27 million for 58 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Slow Capital doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Slow Capital, Inc. performs its advisory services is located at 300 B Drakes Landing Road, Greenbrae, CA 94904, which is also the mailing address of the firm. An additional office of the firm is in Miami, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-727-7569. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at slowcapital.co and its LinkedIn profile.