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SL ADVISORS, LLC
CRD 151495File 801-80396
APPROVED
Retail clients
Filing as of Feb 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$393.3M
Below cohort median (national)
Discretionary AUM
$393.3M
Clients
49
50 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 8, 2014
- Principal office
- Not reported
- Phone
- 908-205-2955
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $393.3M
- Discretionary AUM
- $393.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 50
- Non-discretionary accounts
- 0
- Total accounts
- 50
- AUM per client
- $8.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $327.6M |
| High net worth individuals | 47 | $62.3M |
| Pooled investment vehicles | 1 | $3.0M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $361K |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.