SLOW CAPITAL, INC.

HTTP://SLOWCAPITAL.CO GREENBRAE, CA Investment Advisor How do I update this listing?

Slow Capital is based out of Greenbrae. Slow Capital is a large advisory firm with 58 clients and discretionary assets under management (AUM) of $414,267,535 (Form ADV from 2019-08-23). Their last reported 13F filing for Q3 2019 included $282,789,000 in managed 13F securities and a top 10 holdings concentration of 22.21%. Slow Capital's largest holding is Apple Inc with shares held of 47,916. Whalewisdom has at least 8 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $282.789 Million
  • Prior Market Value $242.411 Million
  • New Purchases12 stocks
  • Additional Purchases88 stocks
  • Sold out of12 stocks
  • Reduced holdings in61 stocks
  • Top 10 Holdings % 22.21 %
  • Turnover % [1]:14.46%
  • Turnover Alt % [2]: 18.90 %
  • Time Held Top20:4.25 quarters
  • Time Held Top10:3.80 quarters
  • Time Held All:5.50 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -4.47%
Performance Last 4 Quarters: -3.24%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Perigon Wealth Management, LLC

View Last Form Adv Compilation Report on Record

SLOW CAPITAL, INC.
300B DRAKES LANDING ROAD SUITE 190
GREENBRAE CA    94904
Country: United States

Business Phone: 415-727-7569
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 8
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 58
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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SLOW CAPITAL, INC.

ownership team - last updated 2019-08-23
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, MATTHEW, ALLEN CEO 01/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
PERIGON WEALTH MANAGEMENT, LLC DIRECTOR direct 2013-02-01
PERIGON WEALTH MANAGEMENT, LLC PARTNER indirect 2014-06-01
QCM, LLC MANAGING DIRECTOR direct 2006-11-01
JOHNSON CAPITAL INVESTMENT PARTNERS, LLC CHIEF EXECUTIVE OFFICER direct 2009-05-01
SLOW CAPITAL, INC. CEO/CCO direct 2017-01-01
JARAVATA, GESA, EMARIE CHIEF COMPLIANCE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERIGON WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01

SLOW CAPITAL, INC.

ownership team - last updated 2019-02-08
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, MATTHEW, ALLEN CEO 01/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
PERIGON WEALTH MANAGEMENT, LLC DIRECTOR direct 2013-02-01
PERIGON WEALTH MANAGEMENT, LLC PARTNER indirect 2014-06-01
QCM, LLC MANAGING DIRECTOR direct 2006-11-01
JOHNSON CAPITAL INVESTMENT PARTNERS, LLC CHIEF EXECUTIVE OFFICER direct 2009-05-01
SLOW CAPITAL, INC. CEO/CCO direct 2017-01-01
JARAVATA, GESA, EMARIE CHIEF COMPLIANCE OFFICER 07/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
PERIGON WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2016-03-01

SLOW CAPITAL, INC.

ownership team - last updated 2017-03-08
Name Title Start Date Direct/Indirect % Ownership
JOHNSON, MATTHEW, ALLEN CEO/CCO 01/01/2017 Direct 75% or more
Fund Name Position direct/indirect start date end date
PERIGON WEALTH MANAGEMENT, LLC DIRECTOR direct 2013-02-01
PERIGON WEALTH MANAGEMENT, LLC PARTNER indirect 2014-06-01
QCM, LLC MANAGING DIRECTOR direct 2006-11-01
JOHNSON CAPITAL INVESTMENT PARTNERS, LLC CHIEF EXECUTIVE OFFICER direct 2009-05-01
SLOW CAPITAL, INC. CEO/CCO direct 2017-01-01

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