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•

Asset manager (funds and pooled vehicles)Tampa, FloridaCRD 282955SEC 801-107849websiteIAPD
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)
      FundTypeGross assetsOwnersFirst reported
      S••••••••• S•••••• S••••••••• L•••••• L•Private Equity Fund$283M214Mar 30, 2020
      S••••••••• S•••••• S••••••••• L•••••• I• L•Private Equity Fund$225M145Mar 28, 2024
      S••••••••• C••••• O••••••••• L•Private Equity Fund$68.7M195Mar 27, 2018
      S••••••••• C•• L•no longer reportedPrivate Equity Fund$54.1M34May 11, 2016
      S••••••••• C•• I• L•no longer reportedPrivate Equity Fund$34.7M45Mar 30, 2017
      S••••••••• C•• I•• L•no longer reportedPrivate Equity Fund$26.3M34Jun 30, 2017
      S••••••••• C•• I•• O•••• L••no longer reportedPrivate Equity Fund$16.4M41Jun 30, 2017
      S••••••••• C•• I• O•••• L••no longer reportedPrivate Equity Fund$14.5M45Mar 30, 2017
      S••••••••• C•• O•••• L••no longer reportedPrivate Equity Fund$9.8M37Nov 10, 2016
      S••••••••• C••••• O••••••••• C•••••••• 1• L••no longer reportedPrivate Equity Fund$8.4M20Mar 30, 2021
      S••••••••• C••••• O••••••••• C•••••••• 2• L••no longer reportedPrivate Equity Fund$7.6M8Mar 30, 2021
      Owners and control persons
      Schedule A and B, latest filing
      • H••••••• A•••• R•••••• · Limited Partner / Chief Investment Officercontrol
        since 03/2016 · owns 25% to 50%
      • K••••• V••••••• Y•• · Limited Partner / Portfolio M••••••control
        since 03/2016 · owns 10% to 25%
      • Y•••• G••••••• T••• · Chief Operat••• Officer / Chief Compliance Officercontrol
        since 08/2017 · owns less than 5%
      • A•••• K••••••• I••••• · Trusteecontrol
        since 12/2012 · owns 75% or more of H••••• B• T••••
      • A•••• K••••••• I••••• · Investment M••••••control
        since 12/2012 · owns 25% to 50% of V••• I••••••••• L••
      • B••••••• B••••• •••• · Trusteecontrol
        since 09/2009 · owns 75% or more of B•• I• 2••• N••••• T••••
      • E•••••• R••••••• S••••• · Trusteecontrol
        since 12/2012 · owns 75% or more of N••• R••• T••••
      • H••••••• A•••• R•••••• · Managing Membercontrol
        since 03/2016 · owns 25% to 50% of S••••••••• C••••• M•••••• L••
      • K••••• V•••••• · Membercontrol
        since 03/2016 · owns 25% to 50% of S••••••••• C••••• M•••••• L••
      • R•••••• B••••• M•••••• · Managing Membercontrol
        since 07/2022 · owns 50% to 75% of H•••••• A•• L••
      • R•••••• E•••••••• · Membercontrol
        since 07/2022 · owns 50% to 75% of H•••••• A•• L••
      • W••••• M•••• A••••• · Membercontrol
        since 02/2016 · owns 75% or more of M• S• L••
      Entity owners
      • H•••••• A•• L•• · Limited Partner
        direct · owns 10% to 25%
      • S••••••••• C••••• M•••••• L•• · General Partner
        direct · owns less than 5%
      • B•• 7• L•• · Member
        indirect · owns 25% to 50% of B•• S• L••
      • B•• I• 2••• N••••• T•••• · Member
        indirect · owns 75% or more of B•• S• L••
      • H••••• B• L•• · Member
        indirect · owns 25% to 50% of V••• I••••••••• L••
      • H••••• B• T•••• · Member
        indirect · owns 75% or more of H••••• B• L••
      • H•••••• A•• L•• · Member
        indirect · owns 25% to 50% of S••••••••• C••••• M•••••• L••
      • N••• R••• L•• · Member
        indirect · owns 25% to 50% of V••• I••••••••• L••
      • N••• R••• T•••• · Member
        indirect · owns 75% or more of N••• R••• L••
      • V••• I••••••••• L•• · Member
        indirect · owns 25% to 50% of V••• S• L••
      • B•• S• L•• · Limited Partner
        direct · owns less than 5%
      • M• S• L•• · Limited Partner
        direct · owns less than 5%
      • V••• S• L•• · Limited Partner
        direct · 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 16
        May 8, 2025 to Mar 31, 2026
      • Advisory employees · 8 to 9
        May 8, 2025 to Mar 31, 2026
      • Assets in custody · $559M to $559M
        May 8, 2025 to Mar 31, 2026
      • Employees · 13 to 14
        May 8, 2025 to Mar 31, 2026
      • Discretionary RAUM · $574M to $577M
        May 8, 2025 to Mar 31, 2026
      • Non-discretionary RAUM · $3.5M to $0
        May 8, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $574M to $577M
        May 8, 2025 to Mar 31, 2026
      • RAUM · $577M to $577M
        May 8, 2025 to Mar 31, 2026
      • Financial planning clients · unset to
        Apr 14, 2025 to May 8, 2025
      • Discretionary RAUM · $571M to $574M
        Apr 14, 2025 to May 8, 2025
      • Non-discretionary RAUM · $4.4M to $3.5M
        Apr 14, 2025 to May 8, 2025
      • Pooled vehicle RAUM · $571M to $574M
        Apr 14, 2025 to May 8, 2025
      • RAUM · $575M to $577M
        Apr 14, 2025 to May 8, 2025
      • Advisory employees · 7 to 8
        May 17, 2024 to Apr 14, 2025
      • Assets in custody · $589M to $559M
        May 17, 2024 to Apr 14, 2025
      • Employees · 10 to 13
        May 17, 2024 to Apr 14, 2025
      • Discretionary RAUM · $593M to $571M
        May 17, 2024 to Apr 14, 2025
      • Non-discretionary RAUM · $4.9M to $4.4M
        May 17, 2024 to Apr 14, 2025
      • Pooled vehicle RAUM · $593M to $571M
        May 17, 2024 to Apr 14, 2025
      • RAUM · $598M to $575M
        May 17, 2024 to Apr 14, 2025
      • Accounts · 13 to 17
        Mar 30, 2023 to Mar 28, 2024
      • Advisory employees · 6 to 7
        Mar 30, 2023 to Mar 28, 2024
      • Pooled vehicle clients · 12 to 16
        Mar 30, 2023 to Mar 28, 2024
      • Assets in custody · $385M to $589M
        Mar 30, 2023 to Mar 28, 2024
      • Discretionary RAUM · $391M to $593M
        Mar 30, 2023 to Mar 28, 2024
      • Non-discretionary RAUM · $6.7M to $4.9M
        Mar 30, 2023 to Mar 28, 2024
      • Pooled vehicle RAUM · $391M to $593M
        Mar 30, 2023 to Mar 28, 2024
      • RAUM · $398M to $598M
        Mar 30, 2023 to Mar 28, 2024
      • Accounts · 19 to 13
        May 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 12
        May 6, 2022 to Mar 30, 2023
      • Assets in custody · $453M to $385M
        May 6, 2022 to Mar 30, 2023
      • Employees · 9 to 10
        May 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 3
        May 6, 2022 to Mar 30, 2023
      • Discretionary RAUM · $453M to $391M
        May 6, 2022 to Mar 30, 2023
      • Non-discretionary RAUM · $13.3M to $6.7M
        May 6, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $453M to $391M
        May 6, 2022 to Mar 30, 2023
      • RAUM · $467M to $398M
        May 6, 2022 to Mar 30, 2023
      • Accounts · 21 to 19
        Dec 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
      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