Silver Oak Services Partners,LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.8B
Discretionary
$1.8B
100% of AUM
Avg account
$230M
Accounts
8
Employees
25
Advisory reps
3

Firm details

Headquarters
Evanston, Illinois
CRD number
160904
Registered since
March 29, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Silver Oak Services Partners, LLC is structured as a limited liability company and operates as a private equity fund manager. The firm registered with the SEC in 2012 and serves an institutional client base. It acts in sponsor/GP and managing member roles for pooled investment vehicles and provides portfolio management services for those pooled vehicles. Fee arrangements include both a percentage-of-assets component and performance-based fees. The firm is not a capital allocator to third-party managers; instead its activities center on running private equity funds. Silver Oak is not identified as an active ESG investor, is not a multi-state adviser, and does not appear to perform pension consulting or serve as a related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Gregory Barr

    Gregory Barr

    Managing PartnerCRD 6020883

  • Daniel Gill

    Daniel Gill

    Managing PartnerCRD 6020884

  • John Munz

    John Munz

    Client Service SpecialistCRD 6557708

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Evanston, IL

Cook

Location

Evanston, IL

Headquartered in Evanston, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1560 Sherman Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth