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 organized as a limited liability company and operates as a private equity fund manager focused on institutional clients. The firm has been SEC-registered since 2012 and is owned by an individual principal. Its advisory work centers on portfolio management for pooled investment vehicles; it also serves as sponsor, general partner and managing member of pooled vehicles it oversees. Fee arrangements include a percentage-of-assets component and performance-based fees. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • GREGORY BARR

    Managing PartnerCRD 6020883

  • DANIEL GILL

    Managing PartnerCRD 6020884

  • JOHN MUNZ

    Client Service SpecialistCRD 6557708

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth