RIA Intel›Advisers›Texas›SLOAN INVESTMENT MANAGEMENT, L.L.C.

SLOAN INVESTMENT MANAGEMENT, L.L.C.

Advisory

N·DALLAS, TX

Data as of Mar 27, 2024 · Source: SEC Form ADV

Total AUM

$716M

1-Year AUM Growth

+14.9%

3-Year CAGR

+2.6%

Employees

3

Assets Under Management

Total AUM$716M

Discretionary AUM$713M

Non-Discretionary AUM$4M

Discretionary %99.5%

Total Clients—

Team

Total Employees3

Investment Advisers5

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record33

First FilingJan 3, 2007

Latest FilingMar 27, 2024

🔒 Full AUM trend chart and 33 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SLOAN INVESTMENT MANAGEMENT, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.