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••••••••• C••••• P••••••• L•
Latest filing Mar 31, 2026
First filing on the tape May 11, 2016 · 25 filings
SEC status approved since May 31, 2016
RAUM
$577M
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
14
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$577M as of Mar 31, 2026
Mar 30, 2017$123M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20170 then
Employees (5.A)14 as of Mar 31, 2026
Mar 30, 20177 then
Private funds3 as of Mar 31, 2026
Mar 30, 20174 then
RAUM +0.3% over the last fiscal year+13% 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
- $36.1MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.3%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 businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $559M, 15 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$577M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 16reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $559M for 15 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
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S••••••••• S•••••• S••••••••• L•••••• L• | Private Equity Fund | $283M | 214 | Mar 30, 2020 |
| S••••••••• S•••••• S••••••••• L•••••• I• L• | Private Equity Fund | $225M | 145 | Mar 28, 2024 |
| S••••••••• C••••• O••••••••• L• | Private Equity Fund | $68.7M | 195 | Mar 27, 2018 |
| S••••••••• C•• L•no longer reported | Private Equity Fund | $54.1M | 34 | May 11, 2016 |
| S••••••••• C•• I• L•no longer reported | Private Equity Fund | $34.7M | 45 | Mar 30, 2017 |
| S••••••••• C•• I•• L•no longer reported | Private Equity Fund | $26.3M | 34 | Jun 30, 2017 |
| S••••••••• C•• I•• O•••• L••no longer reported | Private Equity Fund | $16.4M | 41 | Jun 30, 2017 |
| S••••••••• C•• I• O•••• L••no longer reported | Private Equity Fund | $14.5M | 45 | Mar 30, 2017 |
| S••••••••• C•• O•••• L••no longer reported | Private Equity Fund | $9.8M | 37 | Nov 10, 2016 |
| S••••••••• C••••• O••••••••• C•••••••• 1• L••no longer reported | Private Equity Fund | $8.4M | 20 | Mar 30, 2021 |
| S••••••••• C••••• O••••••••• C•••••••• 2• L••no longer reported | Private Equity Fund | $7.6M | 8 | Mar 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- H••••••• A•••• R•••••• · Limited Partner / Chief Investment Officercontrolsince 03/2016 · owns 25% to 50%
- K••••• V••••••• Y•• · Limited Partner / Portfolio M••••••controlsince 03/2016 · owns 10% to 25%
- Y•••• G••••••• T••• · Chief Operat••• Officer / Chief Compliance Officercontrolsince 08/2017 · owns less than 5%
- A•••• K••••••• I••••• · Trusteecontrolsince 12/2012 · owns 75% or more of H••••• B• T••••
- A•••• K••••••• I••••• · Investment M••••••controlsince 12/2012 · owns 25% to 50% of V••• I••••••••• L••
- B••••••• B••••• •••• · Trusteecontrolsince 09/2009 · owns 75% or more of B•• I• 2••• N••••• T••••
- E•••••• R••••••• S••••• · Trusteecontrolsince 12/2012 · owns 75% or more of N••• R••• T••••
- H••••••• A•••• R•••••• · Managing Membercontrolsince 03/2016 · owns 25% to 50% of S••••••••• C••••• M•••••• L••
- K••••• V•••••• · Membercontrolsince 03/2016 · owns 25% to 50% of S••••••••• C••••• M•••••• L••
- R•••••• B••••• M•••••• · Managing Membercontrolsince 07/2022 · owns 50% to 75% of H•••••• A•• L••
- R•••••• E•••••••• · Membercontrolsince 07/2022 · owns 50% to 75% of H•••••• A•• L••
- W••••• M•••• A••••• · Membercontrolsince 02/2016 · owns 75% or more of M• S• L••
Entity owners
- H•••••• A•• L•• · Limited Partnerdirect · owns 10% to 25%
- S••••••••• C••••• M•••••• L•• · General Partnerdirect · owns less than 5%
- B•• 7• L•• · Memberindirect · owns 25% to 50% of B•• S• L••
- B•• I• 2••• N••••• T•••• · Memberindirect · owns 75% or more of B•• S• L••
- H••••• B• L•• · Memberindirect · owns 25% to 50% of V••• I••••••••• L••
- H••••• B• T•••• · Memberindirect · owns 75% or more of H••••• B• L••
- H•••••• A•• L•• · Memberindirect · owns 25% to 50% of S••••••••• C••••• M•••••• L••
- N••• R••• L•• · Memberindirect · owns 25% to 50% of V••• I••••••••• L••
- N••• R••• T•••• · Memberindirect · owns 75% or more of N••• R••• L••
- V••• I••••••••• L•• · Memberindirect · owns 25% to 50% of V••• S• L••
- B•• S• L•• · Limited Partnerdirect · owns less than 5%
- M• S• L•• · Limited Partnerdirect · owns less than 5%
- V••• S• L•• · Limited Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- S••••••••• C••••• O••••••••• C••••• G• L•investment adviserpooled vehicle sponsorn
- S••••••••• S•••••• S••••••••• L•••••• G• L••investment adviserpooled vehicle sponsorn
- S••••••••• S•••••• S••••••••• L•••••• I• G• L•investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 17 to 16May 8, 2025 to Mar 31, 2026
- Advisory employees · 8 to 9May 8, 2025 to Mar 31, 2026
- Assets in custody · $559M to $559MMay 8, 2025 to Mar 31, 2026
- Employees · 13 to 14May 8, 2025 to Mar 31, 2026
- Discretionary RAUM · $574M to $577MMay 8, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $3.5M to $0May 8, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $574M to $577MMay 8, 2025 to Mar 31, 2026
- RAUM · $577M to $577MMay 8, 2025 to Mar 31, 2026
- Financial planning clients · unset to Apr 14, 2025 to May 8, 2025
- Discretionary RAUM · $571M to $574MApr 14, 2025 to May 8, 2025
- Non-discretionary RAUM · $4.4M to $3.5MApr 14, 2025 to May 8, 2025
- Pooled vehicle RAUM · $571M to $574MApr 14, 2025 to May 8, 2025
- RAUM · $575M to $577MApr 14, 2025 to May 8, 2025
- Advisory employees · 7 to 8May 17, 2024 to Apr 14, 2025
- Assets in custody · $589M to $559MMay 17, 2024 to Apr 14, 2025
- Employees · 10 to 13May 17, 2024 to Apr 14, 2025
- Discretionary RAUM · $593M to $571MMay 17, 2024 to Apr 14, 2025
- Non-discretionary RAUM · $4.9M to $4.4MMay 17, 2024 to Apr 14, 2025
- Pooled vehicle RAUM · $593M to $571MMay 17, 2024 to Apr 14, 2025
- RAUM · $598M to $575MMay 17, 2024 to Apr 14, 2025
- Accounts · 13 to 17Mar 30, 2023 to Mar 28, 2024
- Advisory employees · 6 to 7Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 12 to 16Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $385M to $589MMar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $391M to $593MMar 30, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $6.7M to $4.9MMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $391M to $593MMar 30, 2023 to Mar 28, 2024
- RAUM · $398M to $598MMar 30, 2023 to Mar 28, 2024
- Accounts · 19 to 13May 6, 2022 to Mar 30, 2023
- Business name · S••••••••• C••••• P••••••• L• to S••••••••• C••••• P••••••• L•May 6, 2022 to Mar 30, 2023
- Pooled vehicle clients · 17 to 12May 6, 2022 to Mar 30, 2023
- Assets in custody · $453M to $385MMay 6, 2022 to Mar 30, 2023
- Employees · 9 to 10May 6, 2022 to Mar 30, 2023
- Legal name · S••••••••• C••••• P••••••• L• to S••••••••• C••••• P••••••• L•May 6, 2022 to Mar 30, 2023
- Private funds · 6 to 3May 6, 2022 to Mar 30, 2023
- Discretionary RAUM · $453M to $391MMay 6, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $13.3M to $6.7MMay 6, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $453M to $391MMay 6, 2022 to Mar 30, 2023
- RAUM · $467M to $398MMay 6, 2022 to Mar 30, 2023
- Accounts · 21 to 19Dec 17, 2021 to Mar 30, 2022
Signals
8 dated events
- S••••••••• C••••• P••••••• L• reported RAUM $597.6M, up 50% from $398.1M (2023-03-30 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Vaibhav Kumar (Member) appeared on Schedule A of S••••••••• C••••• P••••••• L•Mar 28, 2024 · Control person joined · fact
- (Nmn) Brett Bossung (Grantor) appeared on Schedule A of S••••••••• C••••• P••••••• L•Mar 28, 2024 · Control person joined · fact
- Albert Mark Walsh (Member) appeared on Schedule A of S••••••••• C••••• P••••••• L•Mar 28, 2024 · Control person joined · fact
- Sophia Rosebud Elijah (Grantor) appeared on Schedule A of S••••••••• C••••• P••••••• L•Mar 28, 2024 · Control person joined · fact
- Elizabeth Rigert (Member) appeared on Schedule A of S••••••••• C••••• P••••••• L•Mar 30, 2023 · Control person joined · fact
- S••••••••• C••••• P••••••• L• reported RAUM $466.8M, up 73% from $270.6M (2021-12-17 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- S••••••••• C•••••• P••••••• L••• filed its initial SEC registration (Form ADV)May 11, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S••••••••• C••••• P••••••• L• · Independent Sponsorsshared crd · capital_provider
- S••••••••• C••••• P••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/silverview-credit-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- S•••••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 646-205-6225reportedpublic 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