Firm profile

OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC

NEW YORK, NYCRD 297976Latest ADV February 12, 2026

Old Slip Registered Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated February 12, 2026, reports $305M in regulatory assets under management, 3 employees, and 26 accounts.

Assets Under Management
$305M
Employees
3
Offices
--
Total Clients
30
Primary office
NEW YORK, NY
40 WALL STREET FLOOR 28, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJames J. Lukezic

Advisory services offered

2 types reported
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPension Plans represent 53.3% of total clients.
Top client categories% of clientsClients
1
Pension Plans
53.3%
16
2
Individuals
36.7%
11
3
HNWI
10.0%
3
Categories with <5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$305Mas of February 12, 2026
Discretionary0.3%
$1M
0% of total RAUM0.3%
Non-discretionary99.7%
$304M
100% of total RAUM99.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$305M
Total Accounts26
10Y AUM Change+$305M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee10:1
10Y Employee Change+2 (+200.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.