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 |
Principal Office
300B DRAKES LANDING ROADSUITE 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
G***@*********O
(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
M**@*********O
(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
RAUM, Historic
No. Clients, Historic
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 | – |