STANLEY-LAMAN GROUP LTD.

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

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, 01/06/1994
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

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser LIJARO ASSET MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM801.1m #Funds-
Adviser BOWIE CAPITAL MANAGEMENT, LLC Hedge Fund724.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV724.4m AUM1.0b #Funds1
Adviser KEY SQUARE GROUP LP Hedge Fund307.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV307.0m AUM557.0m #Funds2
Adviser THE MAGNOLIA GROUP, LLC Hedge Fund695.7m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV695.7m AUM783.6m #Funds1
Adviser VAN BIEMA VALUE PARTNERS, LLC Hedge Fund31.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV31.9m AUM612.7m #Funds2
Adviser GRAHAM PARTNERS Hedge Fund836.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV836.8m AUM836.8m #Funds3
Adviser SUNRIVER MANAGEMENT LLC Hedge Fund1.0b Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.0b AUM1.0b #Funds2
Adviser REGAN CAPITAL Hedge Fund328.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV328.9m AUM1.2b #Funds4
Adviser H PARTNERS MANAGEMENT LLC Hedge Fund718.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV718.5m AUM718.5m #Funds2
Adviser SYNERGY FUND MANAGEMENT GROUP LIMITED Hedge Fund362.1m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV362.1m AUM642.6m #Funds4

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.