Data / Investment advisers / Florida / Slavic Mutual Funds Management Corp.
Slavic Mutual Funds Management Corp., Boca Raton, FL: $5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Slavic Mutual Funds Management Corp. is an SEC registered investment adviser with its main office in Boca Raton, Florida and reports $5 billion in regulatory assets under management in its Form ADV filed April 27, 2026. Its clients include pension and profit sharing plans and individuals. It is paid through a percentage of assets under management.
The request: Watch Slavic Mutual Funds Management Corp. (CRD number 113833): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 113833
- SEC file number
- 801-29099
- SEC status
- Approved, effective April 3, 1987
- Main office
- 1075 Broken Sound Parkway NW Suite 100, Boca Raton, FL 33487
- Phone
- (561) 241-9244
- Website
- engage401kportal.com
- Regulatory AUM
- $4,974,523,594 in the Form ADV filed April 27, 2026
- Discretionary AUM
- $4,974,523,594
- Accounts
- 6,754
- Employees
- 13, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 351 | $4.94 billion |
| Individuals (other than high net worth individuals) | 304 | $35.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.97 billion | March 30, 2026 |
| December 1, 2025 | $4.50 billion | May 15, 2025 |
Other advisers in Boca Raton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kare Manager Holdings, L.P. | Boca Raton | $19.82 billion | 26 | adviserinfo.sec.gov |
| Digital Bridge Advisors, LLC | Boca Raton | $14.60 billion | 45 | adviserinfo.sec.gov |
| Ae Industrial Partners, LP | Boca Raton | $7.72 billion | 36 | adviserinfo.sec.gov |
| Isam Funds (USA) LLC | Boca Raton | $5.95 billion | 3 | adviserinfo.sec.gov |
| Sun Capital Advisors, L.P. | Boca Raton | $5.84 billion | 16 | adviserinfo.sec.gov |
| Acasta Partners US LLC | Boca Raton | $4.72 billion | 1 | adviserinfo.sec.gov |
| Fourth Sail Capital US LP | Boca Raton | $3.67 billion | 3 | adviserinfo.sec.gov |
| Phase 3 Capital Management LLC | Boca Raton | $2.54 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boca Raton, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving individuals
- Slavic Mutual Funds Management Corp. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.