SLOW CAPITAL, INC.

Adviser information for SLOW CAPITAL, INC. last updated from Form ADV on February 5th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 409 $733.2M
Non-Discretionary 0 $0
Total 409 $733.2M

Clients

Type Number RAUM
Individuals 17 $2.7M
HNW Individuals 67 $153.0M
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 <5 $3.2M
State or municipal gov entities 0 $0
Other investment advisers 5 $572.4M
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $1.8M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSUB-ADVISORY SERVICES TO REGISTERED INVESTMENT ADVISERS
Compensation % of AUM

Identifiers

SEC RIA File Number 801-110032
SEC ERA File Number 801-110032
SEC CIK Numbers 1716984
SEC CRD Numbers 286688
Legal Entity Identifier None

Principal Office

300B DRAKES LANDING ROAD
SUITE 190
GREENBRAE
CA
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 415-727-7569, Fax: None

Chief Compliance Officer

GESA JARAVATA
IAR
300B DRAKES LANDING ROAD
SUITE 190
GREENBRAE
CA
United States
Tel: 415-727-7569
(Full email address available in API data)

Regulatory Contact

MATTHEW JOHNSON
CEO
300B DRAKES LANDING ROAD
SUITE 190
GREENBRAE
CA
United States
Tel: 415-727-7569
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
JOHNSON, MATTHEW, ALLEN Individual CEO 01/2017 > 75%
JARAVATA, GESA, EMARIE Individual CHIEF COMPLIANCE OFFICER 07/2018 5-10%

No. Employees, Historic

105020192020202120222023202420258 on 7/10/20198 on 8/23/20198 on 2/12/20208 on 6/25/20208 on 11/19/20208 on 2/10/20218 on 3/16/20218 on 11/9/20218 on 2/4/20224 on 4/26/20224 on 6/22/20224 on 8/18/20224 on 2/15/20234 on 5/2/20234 on 2/5/2024

RAUM, Historic

1B500M02019202020212022202320242025414267535 on 7/10/2019414267535 on 8/23/2019583510885 on 2/12/2020583510885 on 6/25/2020583510885 on 11/19/2020710817374 on 2/10/2021710817374 on 3/16/2021710817374 on 11/9/2021979009451 on 2/4/2022979009451 on 4/26/2022979009451 on 6/22/2022979009451 on 8/18/2022625476666 on 2/15/2023625476666 on 5/2/2023733153766 on 2/5/2024

No. Clients, Historic

2001000201920202021202220232024202558 on 7/10/201958 on 8/23/2019112 on 2/12/2020112 on 6/25/2020112 on 11/19/2020138 on 2/10/2021138 on 3/16/2021138 on 11/9/2021160 on 2/4/2022160 on 4/26/2022160 on 6/22/2022160 on 8/18/202285 on 2/15/202385 on 5/2/202391 on 2/5/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
10X GENOMICS INC CL A COM 2M 106K
ACCENTURE PLC IRELAND SHS CLASS A 3M 9K
ADOBE INC COM 4M 6K
ADVANCED MICRO DEVICES INC COM 5M 28K
AIR PRODS & CHEMS INC COM 2M 6K
ALIGN TECHNOLOGY INC COM 2M 10K
ALPHABET INC CAP STK CL A 16M 88K
ALPHABET INC CAP STK CL C 5M 28K
AMAZON COM INC COM 24M 126K
AMERICAN TOWER CORP NEW COM 3M 14K
AMGEN INC COM 4M 13K
ANALOG DEVICES INC COM 4M 17K
APOLLO GLOBAL MGMT INC COM 241K 2K
APPLE INC COM 19M 91K
APPLIED MATLS INC COM 302K 1K
APTIV PLC SHS 2M 27K
ASML HOLDING N V N Y REGISTRY SHS 4M 4K
AUTODESK INC COM 4M 18K
BARCLAYS BANK PLC DJUBS CMDT ETN36 736K 23K
BERKSHIRE HATHAWAY INC DEL CL B NEW 6M 14K
BIONTECH SE SPONSORED ADS 4M 51K
BLACKSTONE INC COM 246K 2K
BROADCOM INC COM 33M 21K
CADENCE DESIGN SYSTEM INC COM 3M 10K
CARLYLE GROUP INC COM 202K 5K
CATERPILLAR INC COM 4M 12K
CHEVRON CORP NEW COM 313K 2K
CHUBB LIMITED COM 3M 11K
CISCO SYS INC COM 2M 43K
CLOROX CO DEL COM 2M 18K
COGNEX CORP COM 3M 71K
COSTCO WHSL CORP NEW COM 12M 15K
CRISPR THERAPEUTICS AG NAMEN AKT 4M 79K
DEERE & CO COM 3M 8K
ENPHASE ENERGY INC COM 635K 6K
EQUINIX INC COM 3M 4K
EXACT SCIENCES CORP COM 3M 73K
EXXON MOBIL CORP COM 1M 9K
FIRST SOLAR INC COM 6M 25K
FORTINET INC COM 5M 82K
GRAIL INC COM 169K 11K
HONEYWELL INTL INC COM 8M 36K
HUBSPOT INC COM 4M 6K
ILLINOIS TOOL WKS INC COM 3M 11K
ILLUMINA INC COM 7M 67K
INTEL CORP COM 2M 53K
INTUITIVE SURGICAL INC COM NEW 18M 40K
ISHARES TR 0-3 MNTH TREASRY 22M 219K
ISHARES TR 0-5 YR TIPS ETF 3M 33K
ISHARES TR BLACKROCK ULTRA 7M 146K
ISHARES TR CALIF MUN BD ETF 17M 295K
ISHARES TR CORE S&P500 ETF 831K 2K
ISHARES TR CORE US AGGBD ET 9M 93K
ISHARES TR GBL COMM SVC ETF 2M 26K
ISHARES TR GLB CNS DISC ETF 2M 15K
ISHARES TR GLB CNSM STP ETF 2M 28K
ISHARES TR GLOB HLTHCRE ETF 2M 16K
ISHARES TR GLOB INDSTRL ETF 3M 19K
ISHARES TR GLOB UTILITS ETF 369K 6K
ISHARES TR GLOBAL MATER ETF 383K 5K
ISHARES TR GLOBAL TECH ETF 5M 58K
ISHARES TR NATIONAL MUN ETF 19M 176K
ISHARES TR PFD AND INCM SEC 231K 7K
ISHARES TR S&P MC 400GR ETF 2M 28K
ISHARES TR S&P SML 600 GWT 839K 7K
ISHARES TR SHRT NAT MUN ETF 20M 188K
ISHARES TR TIPS BD ETF 5M 51K
ISHARES TR TRS FLT RT BD 4M 73K
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 743K 14K
J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 2M 47K
JOHNSON & JOHNSON COM 2M 15K
LAUDER ESTEE COS INC CL A 2M 18K
LOWES COS INC COM 3M 13K
MERCADOLIBRE INC COM 19M 12K
METTLER TOLEDO INTERNATIONAL COM 3M 2K
MICRON TECHNOLOGY INC COM 5M 41K
MICROSOFT CORP COM 9M 20K
MOBILEYE GLOBAL INC COMMON CLASS A 3M 101K
MODERNA INC COM 4M 32K
MONGODB INC CL A 4M 16K
MOODYS CORP COM 3M 7K
NETFLIX INC COM 20M 30K
NIKE INC CL B 2M 23K
NVIDIA CORPORATION COM 36M 289K
OKTA INC CL A 3M 29K
ON SEMICONDUCTOR CORP COM 4M 54K
REGENERON PHARMACEUTICALS COM 13M 12K
REPLIGEN CORP COM 2M 16K
ROSS STORES INC COM 5M 33K
SAMSARA INC COM CL A 4M 117K
SCHRODINGER INC COM 2M 95K
SCHWAB STRATEGIC TR US LRG CAP ETF 945K 15K
SERVICENOW INC COM 5M 6K
SHERWIN WILLIAMS CO COM 4M 13K
SNOWFLAKE INC CL A 4M 31K
SOLAREDGE TECHNOLOGIES INC COM 1M 46K
SPDR SER TR PORTFOLIO SH TSR 4M 128K
SPOTIFY TECHNOLOGY S A SHS 5M 16K
STAAR SURGICAL CO COM PAR 3M 68K
STARBUCKS CORP COM 485K 6K
TESLA INC COM 17M 85K
TEXAS INSTRS INC COM 4M 18K
THERMO FISHER SCIENTIFIC INC COM 4M 7K
TJX COS INC NEW COM 5M 41K
TORO CO COM 453K 5K
TRAVELERS COMPANIES INC COM 3M 17K
UNION PAC CORP COM 2M 11K
UNITED PARCEL SERVICE INC CL B 2M 12K
UNIVERSAL DISPLAY CORP COM 5M 22K
VANGUARD BD INDEX FDS SHORT TRM BOND 4M 58K
VANGUARD INDEX FDS LARGE CAP ETF 952K 4K
VANGUARD INDEX FDS MID CAP ETF 610K 3K
VANGUARD INDEX FDS REAL ESTATE ETF 2M 20K
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 1M 20K
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 965K 24K
VEEVA SYS INC CL A COM 2M 12K
VERTEX PHARMACEUTICALS INC COM 6M 13K
WALMART INC COM 5M 71K
WOLFSPEED INC COM 3M 137K
WORKDAY INC CL A 3M 11K