SL ADVISORS, LLC
Adviser information for SL ADVISORS, LLC last updated from Form ADV on February 14th, 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 | New Jersey, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 58 | $313.7M |
| Non-Discretionary | 0 | $0 |
| Total | 58 | $313.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $639,856 |
| HNW Individuals | 53 | $59.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $251.5M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $2.2M |
| 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 | 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 investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUM |
Principal Office
10 KIMBALL CIRCLEWESTFIELD
NJ
United States
Monday - Friday, 8AM-5PM
Tel: 908-232-0830, Fax: None
Chief Compliance Officer
SIMON LACK
MANAGING MEMBER
10 KIMBALL CIRCLE
WESTFIELD
NJ
United States
Tel:
908-232-0830
S*@**************M
(Full email address available in API data)
Regulatory Contact
HENRY HOFFMAN
PARTNER
668 ESPLANADE
PELHAM MANOR
NY
United States
H*@**************M
(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 |
|---|---|---|---|---|---|
| LACK, SIMON, ANTHONY | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 03/2009 | 50-75% |
| HOFFMAN, HENRY, MAXWELL | Individual | – | PARTNER | 01/2014 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| NEXTDECADE CORP | COM | 6M | 784K | – |
| ENERGY TRANSFER L P | COM UT LTD PTN | 6M | 372K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 5M | 10K | – |
| PACER FDS TR | AMERCN ENRGY IND | 3M | 96K | – |
| CHENIERE ENERGY INC | COM NEW | 3M | 18K | – |
| ONEOK INC NEW | COM | 3M | 37K | – |
| TARGA RES CORP | COM | 3M | 23K | – |
| WILLIAMS COS INC | COM | 3M | 68K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 2M | 71K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 5K | – |
| ENBRIDGE INC | COM | 1M | 39K | – |
| TC ENERGY CORP | COM | 1M | 30K | – |
| KINDER MORGAN INC DEL | COM | 962K | 48K | – |
| PEMBINA PIPELINE CORP | COM | 949K | 26K | – |
| WESTERN MIDSTREAM PARTNERS L | COM UNIT LP INT | 923K | 23K | – |
| ENLINK MIDSTREAM Llc | COM UNIT REP LTD | 898K | 65K | – |
| KINETIK HOLDINGS INC | COM NEW CL A | 866K | 21K | – |
| REPUBLIC SERVICES INC | COM | 865K | 4K | – |
| MPLX LP | COM UNIT REP LTD | 707K | 17K | – |
| WASTE MANAGEMENT INC DEL | COM | 687K | 3K | – |
| LOCKHEED MARTIN CORP | COM | 631K | 1K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 549K | 2K | – |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 482K | 6K | – |
| MCDONALDS CORP | COM | 427K | 2K | – |
| PLAINS GP HLDGS L P | LTDNPARTNR INT A | 388K | 21K | – |
| ECOLAB INC | COM | 330K | 1K | – |
| PEPSICO INC | COM | 328K | 2K | – |
| MERCK & CO INC | COM | 278K | 2K | – |
| COCA COLA CO | COM | 275K | 4K | – |
| MCCORMICK & CO INC | COM NON VTG | 274K | 4K | – |
| RESTAURANT BRANDS INTL INC | COM | 240K | 3K | – |
| LAMB WESTON HLDGS INC | COM | 212K | 3K | – |