Slate Advisory Service (Us) Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 8
- Avg AUM / client
- $214M
- Accounts
- 11
- Employees
- 80
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $1.7B | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $2.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Slate Canadian Real Estate Opportunity Fund Ii L.P. master | Real Estate Fund | Canada | $949M | 31 |
| Slate Real Estate Capital L.P. master | Real Estate Fund | Delaware | $587M | 25 |
| Slate European Real Estate Fund Iii master | Real Estate Fund | Luxembourg | $579M | 16 |
| Slate North American Essential Real Estate Income Fund L.P. | Real Estate Fund | Delaware | $215M | 2 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Welch, Blair, Norbert | Founding Partner | Aug 2019 (7y) | 50% – 75% of Queen's Court Holding S.A.R.L (indirect) | |
| Welch, Brady, Scott | Founding Partner | Aug 2019 (7y) | 50% – 75% of Queen's Court Holding S.A.R.L (indirect) | |
| Ali, Ramsey, Tarik | General Counsel | Jul 2020 (6y) | Less than 5% | |
| Armstrong, Robert, Allen Joseph | Chief Operating Officer | Jan 2022 (5y) | Less than 5% | |
| Sullivan, Michael, Mizushima | Chief Compliance Officer | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Slate Asset Management (Us) L.P. | Managing Member | Jul 2020 | A | 75% or more |
| Queen's Court Holding S.A.R.L | Member | Aug 2019 | B | 75% or more of Slate Asset Management Holdings (Us) Gp Llc (indirect) |
| Slate Asset Management Holdings (Us) L.P. | Member | Sep 2019 | B | ≈ 56.25% – 100% via Slate Asset Management (Us) L.P. |
| Slam Holdings (Us) Llc | Limited Partner | Aug 2019 | B | ≈ 28.13% – 75% via Slate Asset Management Holdings (Us) L.P. |
| Slate Asset Management Holdings (Us) Gp Llc | General Partner | Aug 2019 | B | GP / trustee / elected manager of Slate Asset Management Holdings (Us) L.P. (indirect) |
| Slate Asset Management (Us) Gp Llc | General Partner | Sep 2019 | B | GP / trustee / elected manager of Slate Asset Management (Us) L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Slate Asset Management Holdings (Us) L.P.: 75% – 100% of Slate Asset Management (Us) L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Slam Holdings (Us) Llc: 50% – 75% of Slate Asset Management Holdings (Us) L.P. × 75% – 100% of Slate Asset Management (Us) L.P. × 75% – 100% direct ≈ 28.13% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $2.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Slate Canadian Real Estate Opportunity Fund Ii L.P. | Real Estate Fund | $949M | $10.0M | 31 |
| Slate Real Estate Capital L.P. | Real Estate Fund | $587M | $10.0M | 25 |
| Slate European Real Estate Fund Iii | Real Estate Fund | $579M | $10.0M | 16 |
| Slate North American Essential Real Estate Income Fund L.P. | Real Estate Fund | $215M | $50.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗