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Sila Value Advisors, LLC

Updated today

Client AUM

$2,200,000

Clients

4

Advisors

1

of 1 employees

About

Sila Value Advisors is a single-advisor registered investment adviser that provides specialized discretionary portfolio management through separately managed accounts. The firm's brochure lists a wide range of potential clients — individuals and high-net-worth investors as well as institutional entities such as corporate pension and Taft‑Hartley plans, foundations, registered funds and certain international fund structures — despite operating as a one‑advisor practice with a small number of accounts.

The firm describes a value-oriented, fundamental investment process that emphasizes intrinsic value derived from free cash flow and targets out-of-favor, contrarian opportunities using valuation screens (low price‑to‑book, low price‑to‑earnings and low price‑to‑normalized‑earnings). Accounts are managed on a discretionary basis and the brochure notes standard operational features such as account minimums that may be waived and custody/electronic setup through Interactive Brokers.

Distinctive elements in the disclosure include broad authorization to use soft dollars and an absence of specific internal restrictions on personal trading practices, which creates governance considerations that differ from many peers. The brochure also highlights that the firm’s principal has advanced academic and industry analyst credentials from larger asset managers, and that the adviser does not vote client proxies — clients retain proxy voting responsibility.

Client services

Portfolio management

Expertise

Active portfolio management

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Fee options

Percentage

1.25% per annum

Other

Account minimum: $100,000

Main office

Manhattan Beach CA

Advisors at this office

1

Most active in

California

Disclosures

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Business activities & affiliations

Quick links

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