Silvercap Partners

RIASEC RegisteredEst. 2026
Total AUM
—
Avg account
$0
Accounts
0
Employees
11
Advisory reps
4

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

FINTRX

Overview

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

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 4
  • Walter Root

    CRD 2781826

  • William Stevens

    CRD 4197933

  • Christopher Van Dyke

    CRD 8282690

Unlock 1 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth