Active
SLOCUM, GORDON & CO. LLP
Investment Advice|NEWPORT, RI
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Assets Under Management
$225.2M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 225.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 104929 |
| SEC Number | 801-14301 |
| Street Address | 39 MILL STREET |
| Location | NEWPORT, RI 02840 |
| Country | United States |
| Phone | 401-849-4900 |
| Fax | 401-849-4947 |
| Total Employees | 6 |
| Business Types | lawyer |
Client Count by Type (138 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 75 |
| High Net Worth Individual… | 48 |
| Charitable Organizations | 7 |
| Corporations/Businesses | 7 |
| State/Municipal Govt Enti… | 1 |
Community Partners
CITY OF NEWPORT
LITTLE COMPTON AGRICULTUAL CONSERVANCY TRUST
TOWN OF JAMESTOWN
TOWN OF MIDDLETOWN
TOWN OF PORTSMOUTH
TOWN OF TIVERTON
CITY OF NEWPORT
LITTLE COMPTON AGRICULTUAL CONSERVANCY TRUST
TOWN OF JAMESTOWN
TOWN OF MIDDLETOWN
TOWN OF PORTSMOUTH
TOWN OF TIVERTON
CITY OF NEWPORT
LITTLE COMPTON AGRICULTUAL CONSERVANCY TRUST
TOWN OF JAMESTOWN
TOWN OF MIDDLETOWN
TOWN OF PORTSMOUTH
TOWN OF TIVERTON
Municipal Government
6 Active
6
Organizations
EASTERN RHODE ISLAND CONSERVATION DISTRICT
JAMESTOWN HOUSING AUTHORITY
NEWPORT CITY HOUSING AUTHORITY
NEWPORT COUNTY CONVENTION AND VISITORS BUREAU
NORTH TIVERTON FIRE DISTRICT
PORTSMOUTH TOWN HOUSING AUTHORITY
PORTSMOUTH WATER AND FIRE DISTRICT
STONE BRIDGE FIRE DISTRICT
TIVERTON HOUSING AUTHORITY
EASTERN RHODE ISLAND CONSERVATION DISTRICT
JAMESTOWN HOUSING AUTHORITY
NEWPORT CITY HOUSING AUTHORITY
NEWPORT COUNTY CONVENTION AND VISITORS BUREAU
NORTH TIVERTON FIRE DISTRICT
PORTSMOUTH TOWN HOUSING AUTHORITY
PORTSMOUTH WATER AND FIRE DISTRICT
STONE BRIDGE FIRE DISTRICT
TIVERTON HOUSING AUTHORITY
EASTERN RHODE ISLAND CONSERVATION DISTRICT
JAMESTOWN HOUSING AUTHORITY
NEWPORT CITY HOUSING AUTHORITY
NEWPORT COUNTY CONVENTION AND VISITORS BUREAU
NORTH TIVERTON FIRE DISTRICT
PORTSMOUTH TOWN HOUSING AUTHORITY
PORTSMOUTH WATER AND FIRE DISTRICT
STONE BRIDGE FIRE DISTRICT
TIVERTON HOUSING AUTHORITY
Special District
9 Active
9
Organizations
JAMESTOWN SCHS
LITTLE COMPTON TOWN SCHS
MIDDLETOWN PUBLIC SCHOOLS
MIDDLETOWN TOWN SCHS
NEWPORT CITY SCHS
NEWPORT PUBLIC SCHOOLS
PORTSMOUTH SCHOOL DEPARTMENT
PORTSMOUTH TOWN SCHS
TIVERTON SCHOOL DISTRICT
TIVERTON TOWN SCHS
TOWN OF LITTLE COMPTON
JAMESTOWN SCHS
LITTLE COMPTON TOWN SCHS
MIDDLETOWN PUBLIC SCHOOLS
MIDDLETOWN TOWN SCHS
NEWPORT CITY SCHS
NEWPORT PUBLIC SCHOOLS
PORTSMOUTH SCHOOL DEPARTMENT
PORTSMOUTH TOWN SCHS
TIVERTON SCHOOL DISTRICT
TIVERTON TOWN SCHS
TOWN OF LITTLE COMPTON
JAMESTOWN SCHS
LITTLE COMPTON TOWN SCHS
MIDDLETOWN PUBLIC SCHOOLS
MIDDLETOWN TOWN SCHS
NEWPORT CITY SCHS
NEWPORT PUBLIC SCHOOLS
PORTSMOUTH SCHOOL DEPARTMENT
PORTSMOUTH TOWN SCHS
TIVERTON SCHOOL DISTRICT
TIVERTON TOWN SCHS
TOWN OF LITTLE COMPTON
School District
11 Active
11
Organizations
12 METRE YACHT CLUB NEWPORT STATION
2nd Armored Division Forward Association
8 RIVERS INSTITUTE AND CONFERENCE CENTER INC
ABOVE THE LINE RI
Access 2 Adventure
Accessible Healthcare RI
ADRIAN M AND DORIS K PEARSALL FAMILY
AGLOW INTERNATIONAL
AHEPA NEWPORT FOUNDATION INC
AIDS QUILT RHODE ISLAND
AIR FORCE ASSOCIATION
ALICE P MAYER TRUST
ALIGNMENT OF INTERESTS ASSOCIATION INC
ALLIANCE FOR A LIVABLE NEWPORT
ALLIANCE FRANCAISE OF NEWPORT
ALPHA CHI OMEGA FRATERNITY INC
ALUMNAE ASSOCIATION OF THE NEWPORT HOSPITAL SCHOOL OF NURSING INC
A Marvelous Wish
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN ASSOCIATION OF FAMILY AND CONSUMER SCIENCES
12 METRE YACHT CLUB NEWPORT STATION
2nd Armored Division Forward Association
8 RIVERS INSTITUTE AND CONFERENCE CENTER INC
ABOVE THE LINE RI
Access 2 Adventure
Accessible Healthcare RI
ADRIAN M AND DORIS K PEARSALL FAMILY
AGLOW INTERNATIONAL
AHEPA NEWPORT FOUNDATION INC
AIDS QUILT RHODE ISLAND
AIR FORCE ASSOCIATION
ALICE P MAYER TRUST
ALIGNMENT OF INTERESTS ASSOCIATION INC
ALLIANCE FOR A LIVABLE NEWPORT
ALLIANCE FRANCAISE OF NEWPORT
ALPHA CHI OMEGA FRATERNITY INC
ALUMNAE ASSOCIATION OF THE NEWPORT HOSPITAL SCHOOL OF NURSING INC
A Marvelous Wish
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN ASSOCIATION OF FAMILY AND CONSUMER SCIENCES
12 METRE YACHT CLUB NEWPORT STATION
2nd Armored Division Forward Association
8 RIVERS INSTITUTE AND CONFERENCE CENTER INC
ABOVE THE LINE RI
Access 2 Adventure
Accessible Healthcare RI
ADRIAN M AND DORIS K PEARSALL FAMILY
AGLOW INTERNATIONAL
AHEPA NEWPORT FOUNDATION INC
AIDS QUILT RHODE ISLAND
AIR FORCE ASSOCIATION
ALICE P MAYER TRUST
ALIGNMENT OF INTERESTS ASSOCIATION INC
ALLIANCE FOR A LIVABLE NEWPORT
ALLIANCE FRANCAISE OF NEWPORT
ALPHA CHI OMEGA FRATERNITY INC
ALUMNAE ASSOCIATION OF THE NEWPORT HOSPITAL SCHOOL OF NURSING INC
A Marvelous Wish
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
AMERICAN ASSOCIATION OF FAMILY AND CONSUMER SCIENCES
Nonprofit Organization
825 Active
825
Organizations
Community Partners76 organizations
CITY OF NEWPORT
Municipal Government·NEWPORT
LITTLE COMPTON AGRICULTUAL CONSERVANCY TRUST
Municipal Government·LITTLE COMPTON
JAMESTOWN HOUSING AUTHORITY
Special District·JAMESTOWN
NEWPORT CITY HOUSING AUTHORITY
Special District·NEWPORT
NEWPORT COUNTY CONVENTION AND VISITORS BUREAU
Special District·NEWPORT
NORTH TIVERTON FIRE DISTRICT
Special District·TIVERTON
PORTSMOUTH TOWN HOUSING AUTHORITY
Special District·PORTSMOUTH
STONE BRIDGE FIRE DISTRICT
Special District·TIVERTON
TIVERTON HOUSING AUTHORITY
Special District·TIVERTON
MIDDLETOWN PUBLIC SCHOOLS
School District·MIDDLETOWN
NEWPORT PUBLIC SCHOOLS
School District·NEWPORT
PORTSMOUTH SCHOOL DEPARTMENT
School District·PORTSMOUTH
TIVERTON SCHOOL DISTRICT
School District·TIVERTON
12 METRE YACHT CLUB NEWPORT STATION
Nonprofit Organization·NEWPORT
2nd Armored Division Forward Association
Nonprofit Organization·Portsmouth
8 RIVERS INSTITUTE AND CONFERENCE CENTER INC
Nonprofit Organization·Newport
ABOVE THE LINE RI
Nonprofit Organization·Tiverton
Access 2 Adventure
Nonprofit Organization·Little Compton
Accessible Healthcare RI
Nonprofit Organization·Newport
ADRIAN M AND DORIS K PEARSALL FAMILY
Nonprofit Organization·NEWPORT
AGLOW INTERNATIONAL
Nonprofit Organization·Newport
AHEPA NEWPORT FOUNDATION INC
Nonprofit Organization·Newport
AIDS QUILT RHODE ISLAND
Nonprofit Organization·Newport
AIR FORCE ASSOCIATION
Nonprofit Organization·Newport
ALICE P MAYER TRUST
Nonprofit Organization·MIDDLETOWN
ALIGNMENT OF INTERESTS ASSOCIATION INC
Nonprofit Organization·Portsmouth
ALLIANCE FOR A LIVABLE NEWPORT
Nonprofit Organization·Newport
ALLIANCE FRANCAISE OF NEWPORT
Nonprofit Organization·NEWPORT
ALPHA CHI OMEGA FRATERNITY INC
Nonprofit Organization·Portsmouth
ALUMNAE ASSOCIATION OF THE NEWPORT HOSPITAL SCHOOL OF NURSING INC
Nonprofit Organization·middletown
A Marvelous Wish
Nonprofit Organization·Tiverton
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Middletown
AMERICAN ASSOCIATION OF FAMILY AND CONSUMER SCIENCES
Nonprofit Organization·Middletown
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN INC
Nonprofit Organization·Middletown
AMERICAN CIVILIZATION FOUNDATION
Nonprofit Organization·NEWPORT
AMERICAN COLLEGE OF HEALTH CARE ADMINISTRATORS RHODE ISLAND CHAPTE
Nonprofit Organization·Newport
AMERICAN COLLEGE OF VETERINARY
Nonprofit Organization·PORTSMOUTH
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Middletown
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Newport
AMERICAN FEDERATION OF MUSICIANS OF THE US & CANADA
Nonprofit Organization·Middletown
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Portsmouth
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Newport
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Middletown
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Newport
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Tiverton
AMERICAN INSTITUTE OF RESTORATION EDUCATION INC
Nonprofit Organization·newport
American Legion
Nonprofit Organization·Little Compton
AMERICAN LEGION
Nonprofit Organization·Portsmouth
AMERICAN LEGION
Nonprofit Organization·Newport
AMERICAN LEGION
Nonprofit Organization·Jamestown
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Portsmouth
AMERICAN POLAR SOCIETY
Nonprofit Organization·Middletown
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·NEWPORT
AMERICAN SAIL TRAINING ASSOCIATION
Nonprofit Organization·NEWPORT
AMERICA'S CLASSIC 12-METRE SAILING FOUNDATION
Nonprofit Organization·NEWPORT
AMY GALLAGHER FOUNDATION
Nonprofit Organization·JAMESTOWN
AMYLOID ACTION NETWORK INC
Nonprofit Organization·Portsmouth
ANCIENT ORDER OF HIBERNIANS DENNIS E COLLINS DIVIS
Nonprofit Organization·NEWPORT
ANCIENT ORDER OF HIBERNIANS LADIES
Nonprofit Organization·NEWPORT
ANGEL FLIGHT RHODE ISLAND INC
Nonprofit Organization·TIVERTON
APPROVED BASEBALL UMPIRES OF RHODE ISLAND
Nonprofit Organization·Middletown
AQUIDNECK COMMUNITY TABLE
Nonprofit Organization·NEWPORT
AQUIDNECK FOOD PANTRY
Nonprofit Organization·PORTSMOUTH