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%

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:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News

Stanley-Laman Group, Ltd. Buys Dynatrace Inc, CrowdStrike Holdings Inc, Zendesk Inc, Sells ...
11/03/2021

Related Stocks: DT, CRWD, DOCU, CRM, OKTA, CCJ, ZEN, CTSH, NAUKRI, HCLTECH, CYIENT, HDFC, ANSS, QRVO, SPGI, MKTX, PAYC, WBS,

gurufocus.com

Stanley-Laman Group, Ltd. Buys Ultra Clean Holdings Inc, Ping An Healthcare And Technology Co, ...
07/28/2021

Related Stocks: 500010, 532522, 532755, WEICF, 532777, CHX, UCTT, PANHF, MTRN, BALY, PNDFF, DOCU, 539524, 500408, AMGN, BMY, PFPT, 098460,

gurufocus.com

Thermax Ltd.
04/06/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Infibeam Avenues Ltd.
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

International Container Terminal Services Inc.
03/31/2021

1 Day ICT -0.08% DJIA -0.26% S&P 500 0.36% Transportation/Logistics 5.82% Enrique Klar Razon Chairman & President International Container Terminal Services, Inc., Razon Industries, Inc., Sureste ...

Wall Street Journal

Semirara Mining & Power Corp.
03/31/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons


Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $100,617,000

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Private Funds



Employees




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, 2022, Stanley Laman Group, Ltd. managed $776,950,000 in discretionary assets and $22,850,000 in non-discretionary assets.