Silver Oak Services Partners,LLC
Firm details
- Headquarters
- Evanston, Illinois
- CRD number
- 160904
- Registered since
- March 29, 2012
- Website
- www.silveroaksp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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