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.
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SEC-registered adviser
S••••• O•• S••••••• P•••••••••
Latest filing Sep 11, 2026
First filing on the tape Feb 10, 2012 · 26 filings
SEC status approved since Mar 29, 2012
RAUM
$1.8B
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
25
15 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$1.8B as of Jun 3, 2026
Apr 1, 2013$284M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 3, 2026
Apr 1, 20130 then
Employees (5.A)25 as of Jun 3, 2026
Apr 1, 201310 then
Private funds8 as of Jun 3, 2026
Apr 1, 20132 then
RAUM +17% over the last fiscal year+10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 11, 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
- $230MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +17%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-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.6B, 8 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
- has discretionary authority over which securities are bought or sold (8.C.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$1.8B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.6B for 8 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=false 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S••••• O•• S••••••• P••••••• I•• L••• | Private Equity Fund | $401M | 50 | Mar 30, 2020 |
| S••••• O•• S••••••• P••••••• I••• L••• | Private Equity Fund | $275M | 58 | Mar 24, 2016 |
| S••••• O•• S••••••• P••••••• I•• L••• | Private Equity Fund | $170M | 60 | Feb 10, 2012 |
| S••••• O•• S••••••• P••••••• I••••• L••• | Private Equity Fund | $155M | 14 | Mar 24, 2016 |
| S••••• O•• S••••••• P••••••• I•••• L••• | Private Equity Fund | $136M | 15 | Mar 30, 2020 |
| S••••• O•• V••••••• S••• L••• | Private Equity Fund | $105M | 20 | Mar 28, 2024 |
| S••••• O•• C•• S••• L••• | Private Equity Fund | $59.8M | 5 | Mar 16, 2022 |
| S••••• O•• S••••••• P•••••••• L••• | Private Equity Fund | $7.6M | 50 | Feb 10, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••• G••••••• M•••••• · Managing Partnercontrolsince 11/2005 · owns 50% to 75%
- E••••••• L••••• S• · Chief Financial Officer, Chief Compliance Officercontrolsince 07/2022 · owns less than 5%
- G•••• D•••••• M•••••• · Managing Partnercontrolsince 11/2005 · owns 50% to 75%
Related persons
Schedule D 7.A
- S••••• O•• C•• M••••••••• L•••pooled vehicle sponsory
- S••••• O•• M••••••••• I•• L•••pooled vehicle sponsory
- S••••• O•• M••••••••• I••• L•••pooled vehicle sponsory
- S••••• O•• M••••••••• I•• L•••pooled vehicle sponsory
- S••••• O•• V••••••• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Financial planning clients · to unsetJun 3, 2026 to Sep 11, 2026
- Private funds · 8 to unsetJun 3, 2026 to Sep 11, 2026
- Succession · false to unsetJun 3, 2026 to Sep 11, 2026
- Assets in custody · $1.6B to $1.6BMar 31, 2025 to Mar 26, 2026
- Employees · 24 to 25Mar 31, 2025 to Mar 26, 2026
- Discretionary RAUM · $1.6B to $1.8BMar 31, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $1.6B to $1.8BMar 31, 2025 to Mar 26, 2026
- RAUM · $1.6B to $1.8BMar 31, 2025 to Mar 26, 2026
- Accounts · 7 to 8Jan 27, 2025 to Mar 31, 2025
- Pooled vehicle clients · 7 to 8Jan 27, 2025 to Mar 31, 2025
- Assets in custody · $1.3B to $1.6BJan 27, 2025 to Mar 31, 2025
- Employees · 22 to 24Jan 27, 2025 to Mar 31, 2025
- Financial planning clients · unset to Jan 27, 2025 to Mar 31, 2025
- Private funds · 7 to 8Jan 27, 2025 to Mar 31, 2025
- Discretionary RAUM · $1.3B to $1.6BJan 27, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $1.3B to $1.6BJan 27, 2025 to Mar 31, 2025
- RAUM · $1.3B to $1.6BJan 27, 2025 to Mar 31, 2025
- Advisory employees · 17 to 15Nov 30, 2023 to Mar 28, 2024
- Assets in custody · $1.1B to $1.3BNov 30, 2023 to Mar 28, 2024
- Employees · 23 to 22Nov 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.4B to $1.3BNov 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.4B to $1.3BNov 30, 2023 to Mar 28, 2024
- RAUM · $1.4B to $1.3BNov 30, 2023 to Mar 28, 2024
- Advisory employees · 16 to 17Sep 2, 2022 to Mar 30, 2023
- Assets in custody · $731M to $1.1BSep 2, 2022 to Mar 30, 2023
- Employees · 18 to 23Sep 2, 2022 to Mar 30, 2023
- Other offices · 0 to 2Sep 2, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.2B to $1.4BSep 2, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.2B to $1.4BSep 2, 2022 to Mar 30, 2023
- RAUM · $1.2B to $1.4BSep 2, 2022 to Mar 30, 2023
- Accounts · 6 to 7Mar 31, 2021 to Mar 16, 2022
- Pooled vehicle clients · 6 to 7Mar 31, 2021 to Mar 16, 2022
- Assets in custody · $539M to $731MMar 31, 2021 to Mar 16, 2022
- Employees · 20 to 18Mar 31, 2021 to Mar 16, 2022
- Private funds · 6 to 7Mar 31, 2021 to Mar 16, 2022
- Discretionary RAUM · $1.1B to $1.2BMar 31, 2021 to Mar 16, 2022
- Pooled vehicle RAUM · $1.1B to $1.2BMar 31, 2021 to Mar 16, 2022
- RAUM · $1.1B to $1.2BMar 31, 2021 to Mar 16, 2022
- Assets in custody · $442M to $539MMar 30, 2020 to Mar 31, 2021
- Employees · 19 to 20Mar 30, 2020 to Mar 31, 2021
Signals
2 dated events
- S. Linda Epstein (Chief Financial Officer) appeared on Schedule A of S••••• O•• S••••••• P•••••••••Jul 14, 2022 · Control person joined · fact
- S••••• O•• S••••••• P••••••••• reported RAUM $1.2B, up 96% from $586.4M (2019-03-21 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- S••••• O•• S••••••• P••••••••• · Independent Sponsorsshared crd · capital_provider
- S••••• O•• S••••••• P••••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/silver-oak-services-partners-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- S•••••OAKSP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 847-332-0400reportedpublic record, Form ADV, Sep 11, 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