Overview
Assets Under Management: $235 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 55
Average Client Assets: $3 million
Frequently Asked Questions
SILVER LAKE CAPITAL PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329997), SILVER LAKE CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
SILVER LAKE CAPITAL PARTNERS LLC is headquartered in DALLAS, TX.
SILVER LAKE CAPITAL PARTNERS LLC serves 55 high-net-worth clients according to their SEC filing dated March 21, 2025. View client details ↓
According to their SEC Form ADV, SILVER LAKE CAPITAL PARTNERS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SILVER LAKE CAPITAL PARTNERS LLC manages $235 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, SILVER LAKE CAPITAL PARTNERS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.45
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 597
Discretionary Accounts: 597
Regulatory Filings
CRD Number: 329997
Filing ID: 1945760
Last Filing Date: 2025-03-21 17:58:00
Website: https://silverlakecp.com