AdFi
SC

Slotnik Capital, LLC

SEC Registered
Dallas, TXhttps://slotnikmergerarb.com214-462-9203
Assets Under Management
$100M–$500M
Employees
5
Office Locations
1 office
Total Accounts
1

About the firm

Slotnik Capital, LLC is a Dallas, Texas based Investment Manager registered with the SEC. The Firm manages a Merger Arbitrage Fund investing in publicly traded securities. The Fund launched April 2023.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Merger ArbitragePublicly Traded SecuritiesInvestment Management

Services

Manages a Merger Arbitrage Fund investing in publicly traded securities.

Private funds / alternatives
Hedge

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)0$0
High Net Worth Individuals0$0
Investment Companies0—
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans1$416M
Charitable Organizations0$0
State/Municipal Entities0—
Insurance Companies0—
Sovereign Wealth Funds0—
Corporations0$0

Leadership

Charles Benjamin Slotnik
MANAGER AND SOLE MEMEBER
Loren Russell Sauer
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
TX
DallasHQ

Regulatory & compliance

CRD number
#324251
SEC Number
801-127200
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based
Minimum: $2,000,000 (waivable)

Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Slotnik Capital, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Slotnik Capital, LLC in Dallas, TX | AdvisorFinder