Insights

Established Market Presence Slocum has been providing institutional investment advice since 1986, serving over 130 clients across the US and Canada with a total asset base exceeding $120 billion, indicating a strong and reputable position in the investment management industry.

Potential for Technological Enhancements While currently utilizing popular web development tools such as Squarespace and modern JavaScript frameworks, there may be opportunities to introduce advanced digital solutions to further improve client engagement and streamline research distribution.

Recognition and Credibility Receiving the Lieberman Award Top-10 highlights Slocum's industry recognition, which can be leveraged to build trust with prospective clients and reinforce its reputation for excellence in investment research.

Growth and Expansion Opportunities With a revenue range of $25M to $50M and an employee base of up to 200, there is potential to expand services, client segments, or technology offerings to increase market share within the institutional investment space.

Complementary Service Synergies Given the company's focus on independent, product-agnostic investment advice, there are opportunities to partner with or offer integrated solutions to complementary firms such as insurance and consulting service providers to enhance client portfolio management.

Slocum Tech Stack

Slocum uses 4 technology products and services including Squarespace, Webpack, Modernizr, and more. Explore Slocum's tech stack below.

  • Squarespace
    Content Management System
  • Webpack
    Development
  • Modernizr
    Javascript Libraries
  • Adobe Fonts
    Web Fonts

Slocum's Email Address Formats

Slocum uses at least 1 format(s):
Slocum Email FormatsExamplePercentage
FirstL@jslocum.comJohnD@jslocum.com
45%
FLast@jslocum.comJDoe@jslocum.com
7%
First.Last@jslocum.comJohn.Doe@jslocum.com
3%
FirstL@jslocum.comJohnD@jslocum.com
45%

Frequently Asked Questions

Where is Slocum's headquarters located?

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Slocum's main headquarters is located at 43 Main Street Southeast, Suite 148. The company has employees across 2 continents, including North AmericaEurope.

What is Slocum's phone number?

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You can contact Slocum's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Slocum's official website and social media links?

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Slocum's official website is jslocum.com and has social profiles on LinkedIn.

How much revenue does Slocum generate?

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As of December 2025, Slocum's annual revenue is estimated to be $17M.

What is Slocum's SIC code NAICS code?

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Slocum's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Slocum have currently?

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As of December 2025, Slocum has approximately 51 employees across 2 continents, including North AmericaEurope. Key team members include COO, CFO And General Counsel: R. M.Executive Assistant To Chief Executive Officer: K. M.Founding Partner: B. M.. Explore Slocum's employee directory with LeadIQ.

What industry does Slocum belong to?

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Slocum operates in the Investment Management industry.

What technology does Slocum use?

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Slocum's tech stack includes SquarespaceWebpackModernizrAdobe Fonts.

What is Slocum's email format?

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Slocum's email format typically follows the pattern of FirstL@jslocum.com. Find more Slocum email formats with LeadIQ.

Slocum

Investment ManagementMinnesota, United States51-200 Employees

Since 1986, Slocum has offered investment advice and research to institutions. We serve over 130 institutional clients in the United States and Canada. We advise an aggregate client asset base of over $120 billion. Our investment research and advisory experience goes back nearly three decades. As has always been the case, and is so still today, 100% of our revenue is derived from annual retainer and project fees paid by our fund sponsor clients. Therefore, our recommended investment structures are built from a product-agnostic platform. Our firm is not so large that we can be even slightly indifferent to any client's success. Yet we believe we have the talent, technology, and tools to address the most complex investment situations. While we thoughtfully control our growth, we contend that our ample size maintains negotiating clout with managers and other service providers. On a daily basis, we strive to leverage our knowledgeable staff and resources to provide you with forward-looking and innovative investment ideas. Within today's wildly unpredictable market environment, we remain vigilant, nimble, and ready to respond adroitly to fluctuating economic conditions and each of our client's evolving needs.

Section iconCompany Overview

Headquarters
43 Main Street Southeast, Suite 148
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
5239 - Other Financial Investment Activities
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Slocum's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Slocum's revenue is estimated to be in the range of $25M$50M

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