SILVER LAKE CAPITAL PARTNERS
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 329997
- Registered since
- February 23, 2024
- Website
- www.silverlakecp.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Silver Lake Capital Partners is an independent, SEC-registered registered investment adviser that serves individual and family clients on a fee‑for‑AUM basis. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. It identifies as a capital allocator and does not position itself as an ESG-focused or multi-state adviser. The firm is organized as a limited liability company and is owned by an individual. Its SEC registration lists 2024 as the registration year.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds60%
- Cash & Cash Equivalents19%
- Investment Grade Corp Bonds15%
- Exchange Traded Equities4%
- US Government Bonds2%
Contacts
1 of 1DAVID MALLECK
Managing PartnerCRD 1029959
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 5005 Lyndon B Johnson Fwy
- Time zone
- CT (UTC-6)
- Office locations
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