SLATED ANALYTICS, LLC
Adviser information for SLATED ANALYTICS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1860 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | PROVIDE SCORING ANALYSIS FOR FILM PROJECTS |
|---|---|
| Compensation | FEES FOR SCORING FILM PROJECTS |
Identifiers
| SEC RIA File Number | 801-106800 |
|---|---|
| SEC ERA File Number | 801-106800 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 281738 |
| Legal Entity Identifier | None |
Principal Office
6450 SUNSET BOULEVARD #1223LOS ANGELES
CA
United States
Monday - Friday, 10:00-6:00
Tel: 323-205-6696, Fax: None
Chief Compliance Officer
WILLIAM PORTWOOD
115 TRINITY HOLLOW DRIVE
CANTON
GA
United States
Tel:
404-317-4781
B***@*********M
(Full email address available in API data)
Regulatory Contact
GREG GERTMENIAN
MANAGER
6450 SUNSET BOULEVARD #1223
HOLLYWOOD
CA
United States
Tel:
323-205-6696
G***@*********M
(Full email address available in API data)
Industry Affiliates
| STEPHAN JAMES PATERNOT | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PORTWOOD, WILLIAM, BOYCE | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2015 | < 5% |
| PATERNOT, STEPHAN, JAMES | Individual | SLATED, INC. | EXECUTIVE CHAIRMAN | 01/2014 | 25-50% |
| SLATED, INC. | Domestic Entity | – | MANAGING MEMBER | 09/2015 | > 75% |
| GERTMENIAN, GREG | Individual | – | MANAGER | 03/2023 | < 5% |