DBA: SLW MANAGEMENT COMPANY
| Total AUM | $1.43B |
| Discretionary | $1.43B100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $357.1M |
| Employees | 10 |
| Peak AUM | $1.43BMar 2026 |
Total AUM
$1.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +1.1% | — | — | — |
| Discretionary AUM | $1.4B | +1.1% | |||
| Total AUM | $1.43B |
| Discretionary | $1.43B |
| Employees | 10 |
| Client Accounts | 4 |
Address
200 HALLECK STREET
SAN FRANCISCO CA 94129
Phone
415-851-9870
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
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| Total Accounts | 4 | 20.0% | — | — | — |
| Avg Account Size | $357M | +26.4% | — | — | — |
| Employees | 10 | 0.0% | +123.7% | — | — |
| AUM / Employee | $143M | +1.1% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.4B | +1.1% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 4 | 20.0% | +100.1% | — | — |