Old Slip Registered Investment Advisors, LLC
● SEC registered since 2018CRD 297976SEC# 801-113781New York, NY
Reg. AUM
$305M
Employees
3
Accounts
26
Location
New York, NY
Old Slip Registered Investment Advisors, LLC assets under management
Old Slip Registered Investment Advisors, LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2018. It reports $305 million in regulatory assets under management and employs 3 people.
Old Slip Registered Investment Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Joseph Lukezic Control | Managing Member & Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Old Slip Registered Investment Advisors, LLC manage?
Old Slip Registered Investment Advisors, LLC reports $305 million in regulatory assets under management on its Form ADV.
How many employees does Old Slip Registered Investment Advisors, LLC have?
Old Slip Registered Investment Advisors, LLC reports 3 employees.
Where is Old Slip Registered Investment Advisors, LLC located?
Old Slip Registered Investment Advisors, LLC is based in New York, NY and has been SEC-registered since 2018.
Does Old Slip Registered Investment Advisors, LLC disclose fund performance?
Old Slip Registered Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40 Wall Street Floor 28, New York, NY 10005 |
| Phone | 212.256.1334 |
| Fax | 646.390.1341 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$305M▼ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$305Mregulatory AUM
Discretionary $1MNon-discretionary $304M