Investment adviser · CRD 160904
SILVER OAK SERVICES PARTNERS,LLC
Investment adviser filing (IA)
EVANSTON, IL, United States · Form ADV filed Sep 11, 2026
- Regulatory AUM
- $1.84B Form ADV · Item 5.F
- Client accounts
- 8 Accounts, not individual clients
- Employees
- 25 Reported in this filing
- Advisory professionals
- 15 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 |
|---|---|---|---|
| Pooled investment vehicles | 8 | $1,836,869,435 | 100.0% |
Filing source
Form ADV 2132170 · Sep 11, 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
9 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.
SILVER OAK SERVICES PARTNERS IV, L.P.Private Equity Fund · Last reported Sep 11, 2026$513MGross asset value
Form D fundraising filings
SILVER OAK SERVICES PARTNERS IV, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
Fund details & source
- Fund ID
- 805-8722972524
- Reported beneficial owners
- 51
- Minimum commitment
- $5M
- Form D file number
- 021-338371
Form ADV 2132170 · Sep 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SILVER OAK SERVICES PARTNERS III, L.P.Private Equity Fund · Last reported Sep 11, 2026$361MGross asset value
Form D fundraising filings
SILVER OAK SERVICES PARTNERS III, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
Fund details & source
- Fund ID
- 805-7639773612
- Reported beneficial owners
- 69
- Minimum commitment
- $5M
- Form D file number
- 021-257866
Form ADV 2132170 · Sep 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SILVER OAK CROWN SPV, L.P.Private Equity Fund · Last reported Sep 11, 2026$213MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- Yes
PLANTE & MORAN, PLLC
PCAOB 166
JEFFERIES LLC
CRD 2347 · SEC 8-15074
Fund details & source
- Fund ID
- 805-1399949818
- Reported beneficial owners
- 18
- Minimum commitment
- $50K
- Form D file number
- 021-535804
Form ADV 2132170 · Sep 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SILVER OAK VELOCITY SPV, L.P.Private Equity Fund · Last reported Sep 11, 2026$177MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
Fund details & source
- Fund ID
- 805-4849268149
- Reported beneficial owners
- 21
- Minimum commitment
- $50K
- Form D file number
- 021-489410
Form ADV 2132170 · Sep 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SILVER OAK SERVICES PARTNERS IV-A, L.P.Private Equity Fund · Last reported Sep 11, 2026$174MGross asset value
Form D fundraising filings
SILVER OAK SERVICES PARTNERS IV-A, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
Fund details & source
- Fund ID
- 805-3840566662
- Reported beneficial owners
- 16
- Minimum commitment
- $5M
- Form D file number
- 021-338372
Form ADV 2132170 · Sep 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SILVER OAK SERVICES PARTNERS III-A, L.P.Private Equity Fund · Last reported Sep 11, 2026$169MGross asset value
Form D fundraising filings
SILVER OAK SERVICES PARTNERS III-A, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
Fund details & source
- Fund ID
- 805-3336365249
- Reported beneficial owners
- 16
- Minimum commitment
- $5M
- Form D file number
- 021-257865
Form ADV 2132170 · Sep 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SILVER OAK SERVICES PARTNERS II, L.P.Private Equity Fund · Last reported Sep 11, 2026$134MGross asset value
Form D fundraising filings
SILVER OAK SERVICES PARTNERS II, L.P.
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
Fund details & source
- Fund ID
- 805-1539191909
- Reported beneficial owners
- 70
- Minimum commitment
- $5M
- Form D file number
- 021-163235
Form ADV 2132170 · Sep 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Sep 11, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
1560 SHERMAN AVE, SUITE 1200EVANSTON, IL, 60201-4811, United States
CRD 160904
Filing source
Form ADV 2132170 · Sep 11, 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.