Silver Lake Capital Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$211,500,000
Clients
115
0% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
115
Very HighAverage account size
$1,839,130
About
Silver Lake Capital Partners LLC is a registered investment adviser that provides discretionary wealth management and comprehensive financial planning to individuals, high-net-worth individuals, trusts and estates. Led by a single managing partner, the firm (founded in 2013 and SEC-registered in 2024) serves about 115 clients and manages roughly $211.5 million in client assets.
The firm’s portfolio implementation is primarily executed through unaffiliated independent managers, supplemented with low-cost mutual funds, ETFs and bonds, and is oriented toward long-term strategies while permitting shorter-term trades for rebalancing or liquidity needs. Silver Lake conducts initial and ongoing due diligence and oversight of independent managers, develops strategic asset allocations, and delivers periodic account reviews and written financial-planning deliverables when appropriate.
What distinguishes Silver Lake from many peers is the combination of a single-advisor operating with more than $200 million in AUM and an institutional platform relationship with Raymond James that provides research, software and launch support — economic benefits the firm discloses and monitors as potential conflicts. The managing partner holds a CIMA credential, and the firm emphasizes formal compliance controls (including a Code of Ethics and personal-trading reporting) and the contractual allocation of fees from certain independent-manager arrangements.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.15% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85%
Fee-only: Wealth management fees based on tiered schedule; quarterly in advance based on prior quarter end asset value.
Main office location
Silver Lake Capital Partners
5005 L.B.J. Freeway, Suite 720
Dallas TX 75244, United States
Number of offices
1
Most active in
Silver Lake Capital Partners has reported serving >5 clients in these states in the last 12 months.
Texas
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.
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