This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

mixed wealth managerderivedprivate_client_share=0.45 fund_share=0.31 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$727MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$727M

Private client RAUM

$328MderivedItem 5.D individuals plus high net worth individuals

Private client share

45%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

11

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

99

High net worth clients

64

SEC number

801-108786

CRD

284757

Filings on the tape

20

First filed

Dec 1, 2016

Latest filed

Mar 31, 2026

Organised

Corporation

• Occurred

  Mar 31, 2022
  Control person joined

  Dianne Patricia Campbell (Chief Operating Officer) appeared on Schedule A of Silver Heights Capital Management Inc.

  Form ADVobserved 6 days ago
• Occurred

  Mar 30, 2020
  Regulatory AUM changed

  Silver Heights Capital Management Inc. reported RAUM $432.1M, up 45% from $298.6M (2019-11-15 to 2020-03-30)

  Form ADVobserved 6 days ago
  $133M
• Occurred

  Dec 1, 2016
  First Form ADV filing

  Silver Heights Capital Management Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d54e38e1-969b-dc8f-dfab-a645b3718366

First observed

Dec 1, 2016

Last observed

Mar 31, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.