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Silver Lake Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,255,592
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
26
54% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$1,817,523
About
Silver Lake Advisors, LLC is an independent, fee-based investment adviser that provides discretionary investment management and supervisory services. The firm serves a small book of clients — individuals, trusts, pension plans, estates, corporations — and explicitly includes charitable organizations among its client types, managing roughly $57 million across about 26 accounts and documenting objectives through an Investment Policy Statement.
The firm combines fundamental and technical analysis to construct long-term asset allocations, employing individual equities and bonds, mutual funds and ETFs (using ETFs to weight sectors, geographies and styles) and, where suitable, non-investment grade and high‑yield debt. Portfolios are reviewed at least quarterly with discretionary rebalancing, and the firm acts as a fiduciary in retirement-account advice while disclosing conflicts tied to rollover recommendations.
What distinguishes the firm relative to many solo independent advisers is its explicit work with charitable organization clients and the principal’s participation on a volunteer endowment board and an asset-management board, which may inform oversight of nonprofit accounts. The firm also operates through an institutional custodial platform (Altruist) and has a relatively small client base with concentrated assets per account.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $200,000: 1.50% annually $200,001 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Account minimum: $200,000
Main office location
Silver Lake Advisors, LLC
Centennial CO, United States
Number of offices
1
Most active in
Silver Lake Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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