STANLEY-LAMAN GROUP LTD.

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Adviser Profile
As of Date 03/21/2024
Adviser Type - Large advisory firm
Number of Employees 24 9.09%
of those in investment advisory functions 10
Registration SEC, Approved, 1/6/1994
AUM* 911,286,000 13.94%
of that, discretionary 869,159,000 11.87%
Private Fund GAV* 100,617,000 17.89%
Avg Account Size 1,274,526 13.14%
% High Net Worth 61.92% -16.97%
SMA’s Yes
Private Funds 1
Contact Info 610 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
1B 877M 731M 585M 438M 292M 146M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$100,617,000

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Brochure Summary

Overview

The Stanley-Laman Group, Ltd., (SLG) is a fee-based investment advisor that commenced operation in 1991 and is principally owned by William Stanley, James Laman, and David Eaton. SLG’s services include Portfolio Management and Financial Planning. Portfolios managed by SLG are generally designed to either: a) Meet investment objectives such as Growth, Income, Total Return, etc. b) Access a particular market sector, industry, or geographic region, in which the investments are made, such as Micro Cap Stocks, etc. Financial Advisory Services include: a) Individual Investment Analysis and Recommendations b) Estate Planning
c) Business Planning d) Insurance Analysis and Review The Financial Advisory Services may result in recommendations to invest in one of several SLG Managed Portfolios. In some cases, a client may desire to place certain restrictions or stipulations on the investment of an account or accounts and SLG may agree to these stipulations. In such case these stipulations or restriction will be articulated by the Client in the writing in the Investors’ Investment Advisory Agreement. As of December 31, 2023, Stanley Laman Group, Ltd. managed $869,159,000 in discretionary assets and $42,127,000 in non-discretionary assets.