Est. 1966
Capital, stewarded with the patience of a harbor and the discipline of a market.
Old Slip Capital provides investment advisory and wealth management, alongside 401(k) fiduciary services and fee benchmarking for plan sponsors — from New York, serving clients nationwide.
Our ethos
We are advisors first. Every mandate is measured by the same standard our founders set on Old Slip: be useful, be exact, and be there for the next generation.
What we do
A single desk for a family's capital — private, corporate and philanthropic.
Three integrated practices, one point of contact. We coordinate across managers, counsel and custodians so nothing falls between the seams.
Wealth
Private Wealth Management
Family office structure, governance and multi-generational education for principal families.
LEARN MORE →Ultra High Net Worth
Bespoke portfolio architecture, tax-aware planning and concierge stewardship.
LEARN MORE →Registered Investment Advisory
Fiduciary discretionary management across public and private markets.
LEARN MORE →Capital
Investment Banking Advisory
M&A, capital raising and strategic counsel for founders and closely held companies.
LEARN MORE →Alternative Investments
Curated access to private equity, credit, real assets and hedged strategies.
LEARN MORE →Corporate Retirement Plans
401(k) and defined benefit design, fiduciary oversight and participant outcomes.
LEARN MORE →Protection
Benefits & Insurance Services
Group medical, dental and ancillary programs engineered for retention.
LEARN MORE →Property, Liability & Casualty
Business and personal risk architecture, from real estate to fine art.
LEARN MORE →Premium Financing for Life Insurance
Structured liquidity for large policies inside estate and business plans.
LEARN MORE →For CFOs, HR leaders & plan committees
401(k) oversight, from fiduciary duties to plan fees.
Our 40 Wall Street team helps plan sponsors evaluate investment menus, review provider costs and document committee decisions. Meet with us in the New York area or by video nationwide.
A brief history
Named for the street where New York's harbor met its markets.
Old Slip was one of Manhattan's first commercial wharves — the place where cargo, credit and counsel changed hands. Our firm has kept an office nearby since 1966.
Six decades on, the tools have changed. The work has not: understand what a client is trying to build, protect it, and compound it quietly.
Old Slip Insights
A periodic note from your advisors on investing, retirement plans and the decisions in front of you.
Written by the people who advise clients — practical thinking you can act on, not market commentary for its own sake. Tell us a little about yourself and we'll add you to the list, and answer any question you'd like to put to us.