← Tributary

SLOAN INVESTMENT MANAGEMENT, L.L.C.

DALLAS, TX · CRD 142276 · IAPD ↗ · sloanim.com · 214-720-7500

$716.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
October 2024 — SLOAN INVESTMENT MANAGEMENT, L.L.C. (DALLAS, TX) left the SEC roster (was $716.2M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.