Silver Lake Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 149015
- Website
- www.silverlake.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI73.55%
- Charitable Organizations17.15%
- Individuals9.3%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Silver Lake Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm manages portfolios primarily for individuals, families and small businesses, charging fees as a percentage of assets under management. Its stated activity centers on portfolio management rather than acting as a capital allocator or as a pension consultant. The adviser does not identify as an active ESG investor and is not reported as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds17%
- Investment Grade Corp Bonds14%
- Cash & Cash Equivalents6%
- Non-Investment Grade Corp Bonds5%
Contacts
1 of 1Wayne Hoffmann
Managing DirectorCRD 1295190
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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