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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

SL2 INVESTMENTS LLC

CRD 167898

PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc8e7c22-415a-8a89-2016-10461c446a00

Data as of Feb 23, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 9
On other graphs: 0
Observed: Dec 6, 2016 to Feb 23, 2021
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $5.8MItem 5.F on the latest filing (2021-02-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.8M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 12
Custody, client assets: $1
SEC number: 801-108811
CRD: 167898
Filings on the tape: 7
First filed: Dec 6, 2016
Latest filed: Feb 23, 2021
Organised: Limited Liability Company, Arizona

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
PHI SINGLE INDEX OPTION FUND, LP	Hedge Fund	$13.7M	Dec 6, 2016	77	Dec 6, 2016	dropped	021-216087
TACTICAL INDEX OPTION FUND, LP	Hedge Fund	$3.1M	Jun 28, 2020	45	Dec 6, 2016	reported	021-279524

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Giner, Robert, Christopher	MANAGING MEMBER, CHIEF TECHNOLOGY OFFICER	D	yes	09/2019	Sep 28, 2019	Feb 23, 2021
PACINI, JACOB, N.	MANAGING MEMBER, CHIEF COMPLIANCE OFFICER	D	yes	03/2013	Dec 6, 2016	Feb 23, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Jun 28, 2020	$3.8M	$3.8M	3	1	0	1	$3.1M
2017	Mar 30, 2018	$40.9M	$40.9M	2	2	0	1	$3.1M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	0	0	3	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$5.8M	n/a	n/a	n/a	n/a	3	n/a	0	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SOULENCE WEALTH MANAGEMENT	2	Mar 2, 2026	Mar 3, 2026	PLEASANT GROVE, UT	Team lift out	Other	66.7%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CORECAP ADVISORS	2	Mar 12, 2025	Mar 7, 2025	SOUTHFIELD, MI	Team lift out	Other	1.9%

Relationships

Controls (2)

← PACINI, JACOB, N.OwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code D, individual
Dec 6, 2016 to presentfactForm ADV
← Giner, Robert, ChristopherOwnerMANAGING MEMBER, CHIEF TECHNOLOGY OFFICER, ownership code D, individual
Sep 28, 2019 to presentfactForm ADV

Advises (2)

→ TACTICAL INDEX OPTION FUND, LPPrivate fundHedge Fund, IA
Dec 6, 2016 to presentfactForm ADV
→ PHI SINGLE INDEX OPTION FUND, LPPrivate fundHedge Fund, IA, no longer reported
Dec 6, 2016 to Dec 6, 2016factForm ADV

Moved with (1)

→ SOULENCE WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Mar 2, 2026 to Mar 3, 2026factForm ADV

Registered with (5)

← JACOB N. PACINIAdvisorregistration: previous registration
Nov 12, 2021 to Mar 2, 2026factForm ADV
← Jacob Marion MartinAdvisorregistration: previous registration
Mar 7, 2025 to Mar 2, 2026factForm ADV
← Gabriel Cory McMennamyAdvisorregistration: previous registration
Mar 7, 2025 to Mar 2, 2026factForm ADV
← Tyler SchallAdvisorregistration: previous registration
Mar 7, 2025 to Jul 23, 2025factForm ADV
← DAVID T. HATFIELDAdvisorregistration: previous registration
Mar 24, 2014 to Feb 5, 2019factForm ADV

Dated events

Occurred
Mar 2, 2026
Team lift-out
2 advisors left Sl2 Investments LLC (Pleasant Grove, UT) for Soulence Wealth Management on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Mar 2, 2026
Advisor changed firm
Jacob Marion Martin left Sl2 Investments Llc for Soulence Wealth Management (registered 2026-03-03)
Form ADVobserved 5 days ago
Occurred
Mar 2, 2026
Advisor changed firm
Gabriel Cory Mcmennamy left Sl2 Investments Llc for Soulence Wealth Management (registered 2026-03-03)
Form ADVobserved 5 days ago
Occurred
Mar 2, 2026
Advisor changed firm
Jacob N. Pacini left Sl2 Investments Llc for Lilliano Capital Management Llc (registered 2026-03-05)
Form ADVobserved 5 days ago
Occurred
Jul 23, 2025
Advisor changed firm
Tyler Schall left Sl2 Investments Llc for Star Wealth Advisors (registered 2026-01-19)
Form ADVobserved 5 days ago
Occurred
Mar 12, 2025
Team lift-out
2 advisors left Corecap Advisors (Southfield, MI) for Sl2 Investments LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Sep 28, 2019
Control person joined
Christopher Robert Giner (Managing Member, Chief Technology Officer) appeared on Schedule A of Sl2 Investments Llc
Form ADVobserved 5 days ago
Occurred
Feb 5, 2019
Control person left
T. David Hatfield (Managing Member, Chief Compliance Officer) no longer on Schedule A of Sl2 Investments Llc (listed 2018-03-30, absent 2019-02-05)
Form ADVobserved 5 days ago
Occurred
Dec 6, 2016
First Form ADV filing
Pacini Hatfield Investments, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dc8e7c22-415a-8a89-2016-10461c446a00
First observed: Dec 6, 2016
Last observed: Feb 23, 2021 67 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SL2 INVESTMENTS LLC

CRD 167898

PHOENIX, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dc8e7c22-415a-8a89-2016-10461c446a00

Data as of Feb 23, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:01 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

PHI SINGLE INDEX OPTION FUND, LP

Hedge Fund

$13.7M

Dec 6, 2016

dropped

021-216087

TACTICAL INDEX OPTION FUND, LP

Hedge Fund

$3.1M

Jun 28, 2020

Dec 6, 2016

reported

021-279524

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Giner, Robert, Christopher

MANAGING MEMBER, CHIEF TECHNOLOGY OFFICER

yes

09/2019

Sep 28, 2019

Feb 23, 2021

PACINI, JACOB, N.

MANAGING MEMBER, CHIEF COMPLIANCE OFFICER

yes

03/2013

Dec 6, 2016

Feb 23, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Jun 28, 2020

$3.8M

$3.1M

2017

Mar 30, 2018

$40.9M

$3.1M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$5.8M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SOULENCE WEALTH MANAGEMENT

Mar 2, 2026

Mar 3, 2026

PLEASANT GROVE, UT

Team lift out

Other

66.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CORECAP ADVISORS

Mar 12, 2025

Mar 7, 2025

SOUTHFIELD, MI

Team lift out

Other

1.9%