Slz Capital Management, LLC (New York)


Slz Capital Management, LLC is a large advisory firm based in New York. It manages $178.67 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2013.

Slz Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Slz Capital Management: assets under management

The assets under management (AUM) of Slz Capital Management, LLC is $178.67 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $178.67 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.73 million each.
Slz Capital Management has custody of $173.93 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Slz Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Slz Capital Management, LLC performs its advisory services is located at 152 West 57 Th Street, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-884-8752 or by fax 212-884-8751. The normal business hours are 9:00am - 6:00pm on Monday - Friday. You can find more information about the New York firm at www.slzcapital.com.