Silverlake Portfolio Advisors LLC

Overview

Silverlake Portfolio Advisors LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm acts as a capital allocator, using third‑party managers and curated mutual fund sleeves rather than building large portfolios from individual securities. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection and oversight of other advisers. Fee arrangements combine a percentage of assets under management with the option for hourly charges, reflecting a hybrid advisory model that supports both ongoing wealth management and project‑based planning. The firm does not position itself as an ESG investor and is not structured as a multi‑state adviser; its client base remains modest in scale, allowing for hands‑on allocation decisions and manager selection.

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Public Holdings

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Location & Offices