Investment adviser · CRD 107625
SILVER LAKE ADVISORY PARTNERS, LLC
Investment adviser filing (IA)
· Form ADV filed Jan 29, 2026
- Regulatory AUM
- $325M Form ADV · Item 5.F
- Client accounts
- 159 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 62 | $241,648,320 | 74.3% |
| High-net-worth individuals | 90 | $82,438,402 | 25.3% |
| Retirement plans | 7 | $1,247,489 | 0.4% |
Filing source
Form ADV 2047265 · Jan 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
CRD 107625
Filing source
Form ADV 2047265 · Jan 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.