Silvercap Partners
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 342232
- Registered since
- August 6, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Silvercap Partners is a newly formed institutional RIA organized as a limited liability company and registered with the SEC in 2026. The firm’s advisory work is focused on managing pooled investment vehicles rather than delivering traditional wrap or separate-account portfolio management. Its reported fee model combines a percentage-of-assets charge with performance-based fees, which aligns compensation to fund-level results rather than standalone advisory accounts. The firm is not positioned as an ESG investor, is not registered as a multi-state adviser, and does not list activity as a capital allocator or pension consultant. Ownership is indicated as a domestic entity and/or individual, and the adviser is classified as an institutional RIA rather than a retail-facing firm.
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 4Walter Root
CRD 2781826
William Stevens
CRD 4197933
Christopher Van Dyke
CRD 8282690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 5605 Carnegie Blvd
- Time zone
- ET (UTC-5)
- Office locations
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