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SLB Advisors
SLB Advisors is a ria based in Belmont, founded 2008; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for...
SLB Advisors
SLB Advisors, LLC is an SEC-registered investment adviser in Belmont, MA. It has 3 employees and 3 investment advisers. The firm is based in Belmont.
General information
Firm type
RIA
Year founded
2008
Location
Region
North America
Country
United States
City
Belmont
Corporate office
New York, NY, United States
Principals
Sam L. Bass III
Managing Partner
Sector focus
Frequently asked questions
Who controls investment decisions at SLB Advisors?
Sam L. Bass III is the Managing Partner and ultimately responsible for investment decisions, per the firm's SEC filings.
How does SLB Advisors source proprietary deal flow?
The firm sources deals through its network of former colleagues and institutional co-investment partners, largely built during Bass's career at Lehman Brothers and Citigroup (per public record).
What is SLB Advisors' investment strategy?
The firm targets private credit, real estate, infrastructure, and energy transition investments, structured as direct co-investments or club deals alongside larger institutional partners.
Does SLB Advisors act as a family office or external manager?
SLB Advisors is an SEC-registered investment advisor serving a small number of clients on a discretionary basis, not a family office (per SEC Form ADV, 2024).
What is the size and team structure of SLB Advisors?
The firm has fewer than 10 employees, per its latest SEC filing, and operates from a single office in New York.
Profile maintained by Altss 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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