DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Silver Creek Advisory Partners LLC
Latest filing Mar 31, 2026
First filing on the tape Nov 23, 2011 · 17 filings
SEC status approved since Jan 4, 2012
RAUM
$10B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
47
18 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
26
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$10B as of Mar 31, 2026
Mar 30, 2012$810M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20130 then
Employees (5.A)47 as of Mar 31, 2026
Mar 28, 20138 then
Private funds26 as of Mar 31, 2026
Mar 30, 20124 then
RAUM +6.4% over the last fiscal year+6.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $510MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $10B, 19 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$10B100%
- Pension and profit-sharing plans$50.1M0.5%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $10B for 19 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
33 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Michael Warren Clemans · General Counsel And Secretarycontrolsince 04/2011 · owns less than 5%
- Ann Marissa Costales · Senior Counsel, Chief Compliance Officer, Managing Directorcontrolsince 06/2010 · owns less than 5%
- Edward Eric Dillon · Managing Member, Chief Executive Officer, Director, And Co-Chief Investment Officercontrolsince 06/2010 · owns 10% to 25%
- Williamson Leanne Kolb · Chief Financial Officer And Directorcontrolsince 06/2010 · owns less than 5%
- David John Matter · Co-Chief Investment Officercontrolsince 02/2024 · owns less than 5%
- Alan Robert Ratliffe · President And Directorcontrolsince 03/2017 · owns less than 5%
- Danielle Amy Wells · Chief Client Officercontrolsince 01/2023 · owns less than 5%
- Rowland Arthur Zaske · Deputy Chief Investment Officercontrolsince 07/2020 · owns less than 5%
- Edward Eric Dillon · Managercontrolsince 06/1999 · owns 25% to 50% of Silver Creek Capital Management LLC
- Edward Eric Dillon · Presidentcontrolsince 11/1993 · owns 50% to 75% of Dillon/Flaherty Investments, Inc.
- Patrick Timothy Flaherty · Membercontrolsince 05/2018 · owns 50% to 75% of Silver Creek Capital Management LLC
- Patrick Timothy Flaherty · Vice-Presidentcontrolsince 11/1993 · owns 50% to 75% of Dillon/Flaherty Investments, Inc.
Entity owners
- Dillon/Flaherty Investments, Inc. · Memberdirect · owns 25% to 50%
- Silver Creek Advisory Partners Holdings, L.L.C. · Memberdirect · owns 50% to 75%
- Silver Creek Capital Management LLC · Memberdirect · owns less than 5%
Related persons
Schedule D 7.A
- Silver Creek Capital Management LLCinvestment adviserbankpooled vehicle sponsornRAUM $123M
Advisers that list Silver Creek Advisory Partners LLC as a related person
- 122966 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 19 to 20Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 17 to 18Mar 31, 2025 to Mar 31, 2026
- Pension plan clients · 1.0 to unsetMar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 18 to 19Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $9.5B to $10BMar 31, 2025 to Mar 31, 2026
- Private funds · 25 to 26Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $9.5B to $10BMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $50.7M to $50.1MMar 31, 2025 to Mar 31, 2026
- Pension RAUM · $50.7M to $50.1MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $9.5B to $10BMar 31, 2025 to Mar 31, 2026
- RAUM · $9.6B to $10BMar 31, 2025 to Mar 31, 2026
- Accounts · 20 to 19Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 18 to 17Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 19 to 18Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $8.4B to $9.5BMar 29, 2024 to Mar 31, 2025
- Employees · 43 to 47Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 27 to 25Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $8.4B to $9.5BMar 29, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $49.4M to $50.7MMar 29, 2024 to Mar 31, 2025
- Pension RAUM · $49.4M to $50.7MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $8.4B to $9.5BMar 29, 2024 to Mar 31, 2025
- RAUM · $8.5B to $9.6BMar 29, 2024 to Mar 31, 2025
- Advisory employees · 16 to 18Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $8.4B to $8.4BMar 31, 2023 to Mar 29, 2024
- Employees · 40 to 43Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $8.4B to $8.4BMar 31, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $48.5M to $49.4MMar 31, 2023 to Mar 29, 2024
- Pension RAUM · $48.5M to $49.4MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $8.4B to $8.4BMar 31, 2023 to Mar 29, 2024
- RAUM · $8.4B to $8.5BMar 31, 2023 to Mar 29, 2024
- Accounts · 21 to 20Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 18 to 16Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 20 to 19Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $7.6B to $8.4BMar 31, 2022 to Mar 31, 2023
- Employees · 42 to 40Mar 31, 2022 to Mar 31, 2023
- Private funds · 28 to 27Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $7.6B to $8.4BMar 31, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $42.0M to $48.5MMar 31, 2022 to Mar 31, 2023
- Pension RAUM · $42.0M to $48.5MMar 31, 2022 to Mar 31, 2023
Signals
3 dated events
- David John Matter (Co-Chief Investment Officer) appeared on Schedule A of Silver Creek Advisory Partners LlcMar 29, 2024 · Control person joined · fact
- Danielle Amy Wells (Chief Client Officer) appeared on Schedule A of Silver Creek Advisory Partners LlcMar 31, 2023 · Control person joined · fact
- Rowland Arthur Zaske (Deputy Chief Investment Officer) appeared on Schedule A of Silver Creek Advisory Partners LlcMar 31, 2023 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/128171reportedpublic record, Form ADV, Sep 17, 2026
- Website
- SILVERCREEKCAPITAL.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 206-774-6000reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026