Single Family OfficeRIA · CRD 300649SEC-Registered

Updated:

Lee Slater + Associates

LEE SLATER + ASSOCIATES is an SEC-registered investment adviser. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1...

Lee Slater + Associates

LEE SLATER + ASSOCIATES is an SEC-registered investment adviser. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Principals

Lee Slater

Founder

Sector focus

Real EstatePrivate Equity

Frequently asked questions

Who controls Lee Slater + Associates?

Lee Slater is the named founder and likely controls investment decisions for the family office. Public records do not list other principals or a professional investment team. The firm does not appear on regulatory filings as a registered investment adviser.

What types of assets does Lee Slater + Associates invest in?

Available public information suggests the firm invests in real estate and private equity. No specific sector preferences or exclusions have been publicly stated. The portfolio may include direct property holdings or positions in private companies.

Is Lee Slater + Associates a single-family office or multi-family office?

The firm is structured as a single-family office, indicated by the name referencing the founding principal. There is no evidence of external client capital or multi-family structures. The firm likely manages wealth for the Slater family exclusively.

Does Lee Slater + Associates invest in external funds or direct deals?

No public information specifies whether the firm uses fund commitments or direct investments. Given the office's opaque nature, both approaches are possible. The absence of regulatory filings suggests a pure direct-investment model focused on family capital.

Where is Lee Slater + Associates headquartered?

The firm's headquarters location is not publicly documented. No office address appears in public records or corporate filings under that name. The firm may operate without a dedicated office or from a private residence.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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