Silver Lake Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$47,255,592
Clients
26
Advisors
1
of 1 employees
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
Expertise
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
Centennial CO
Advisors at this office
1
Most active in
Colorado · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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