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Slate Advisory Service (US) LLC

● SEC registered since 2020CRD 310404SEC# 801-119571Chicago, IL
Export (members)
Ranks #1,314 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$3.85B
Fund GAV
$2.11B
Private funds
4
Employees
103
Accounts
14
Location
Chicago, IL

Slate Advisory Service (US) LLC assets under management

Slate Advisory Service (US) LLC is an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2020. It reports $3.8 billion in regulatory assets under management and employs 103 people. Slate Advisory Service (US) LLC manages 4 private funds with combined gross assets of $2.1 billion, including Slate Canadian Real Estate Opportunity Fund II L.P. By regulatory assets, it ranks 1,314 of 5,911 private fund managers.

Slate Advisory Service (US) LLC private funds

4 funds · $2.11B GAV
FundTypeGross assetsMin.
Slate Canadian Real Estate Opportunity Fund II L.P.Real Estate$857.9M$10M
Slate Real Estate Capital L.P.Real Estate$549M$10M
Slate European Real Estate Fund IIIReal Estate$486.8M$10M
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Slate Advisory Service (US) LLC owners & executives

14 reported
NameTitleOwnershipSince
Blair Norbert Welch ControlFounding PartnerUnder 5%2020
Brady Scott Welch ControlFounding PartnerUnder 5%2020
Michael Mizushima Sullivan ControlChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Slate Advisory Service (US) LLC manage?

Slate Advisory Service (US) LLC reports $3.8 billion in regulatory assets under management on its Form ADV.

How many private funds does Slate Advisory Service (US) LLC manage?

Slate Advisory Service (US) LLC manages 4 private funds with combined gross assets of $2.1 billion.

How many employees does Slate Advisory Service (US) LLC have?

Slate Advisory Service (US) LLC reports 103 employees.

Where is Slate Advisory Service (US) LLC located?

Slate Advisory Service (US) LLC is based in Chicago, IL and has been SEC-registered since 2020.

Does Slate Advisory Service (US) LLC disclose fund performance?

Slate Advisory Service (US) LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20 S. Clark St, Suite 1400, Chicago, IL 60603
Phone312-847-1480
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$3.85B
Non-discretionary$0
Total (RAUM)$3.85B

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