Insights

Institutional Focus Slocum targets 130+ institutional clients in the US and Canada with a large aggregate AUM of over $120 billion, suggesting strong decision-maker access and large-ticket opportunities for customization, advisory services, and ongoing research engagements.

Retainer-Based Model All revenue is derived from annual retainer and project fees paid by fund sponsor clients, indicating pricing stability and potential for upsell of expanded research, analytics, or advisory projects aligned to client performance cycles.

Product-Agnostic Platform The firm emphasizes a product-agnostic investment approach supported by staff expertise and technology, presenting opportunities to partner with fund sponsors and managers seeking independent research without product bias.

Growth with Clout Despite controlled growth, Slocum maintains negotiating leverage with managers and service providers, which can be leveraged in co-sponsorships, benchmarking services, and exclusive research collaborations.

Recognition & Market Presence Industry award recognition such as the Lieberman Award Top-10 enhances credibility for outreach campaigns, signaling potential for new client acquisition and speaking/benchmarketing engagements.

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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

Media & News

Slocum, Inc. receives award Lieberman Award Top-10.
Slocum has also been named to the Lieberman Award Top-10.
Apr 02, 2020 | www.kdrv.com

Slocum's Email Address Formats

Slocum uses at least 3 email formats:

Slocum Email Formats	Example	Percentage
FirstL@jslocum.com	JohnD@jslocum.com	83%
FLast@jslocum.com	JDoe@jslocum.com	11%
First.Last@jslocum.com	John.Doe@jslocum.com	6%

Frequently Asked Questions

What is Slocum's phone number?

You can contact Slocum's main corporate office by phone at

+1-612-338-****

. 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?

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

How much revenue does Slocum generate?

As of July 2026, Slocum's annual revenue is estimated to be $25M - $50M.

What is Slocum's SIC code and NAICS code?

Slocum's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Slocum have currently?

As of July 2026, Slocum has approximately 51 employees across 2 continents, including North America and Europe. Key team members include Principal And Head Of Research: J. T., Director Risk Management Strategic Analysis: R. L. and Senior Research Associate: J. C. Explore Slocum's employee directory with LeadIQ.

What industry does Slocum belong to?

Slocum operates in the Investment Management industry.

What technology does Slocum use?

Slocum's tech stack includes Squarespace, Webpack, Modernizr and Adobe Fonts.

What is Slocum's email format?

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

Slocum

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

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

Q: How many employees does Slocum have currently?

Slocum has approximately 51 employees.

Q: What technology does Slocum use?

Slocum's tech stack includes Webpack, Modernizr, Squarespace, Adobe Fonts.

Q: What is Slocum's NAICS code?

Slocum's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementMinnesota, United States51-200 Employees

Slocum is an investment management firm that has provided investment advice and research to institutions since 1986. It serves more than 130 institutional clients across the United States and Canada and manages an aggregate client asset base above $120 billion. The firm follows a product-agnostic approach, deriving all revenue from annual retainer and project fees paid by fund sponsor clients, and emphasizes forward-looking, innovative ideas while remaining responsive to shifting market conditions.

Headquartered in Minneapolis, Minnesota, the firm operates as a mid-sized organization focused on institutional advisory within the investment management industry. In April 2020, Slocum was named to the Lieberman Award Top-10, reflecting external recognition within its sector.