A complete list of active advisors currently associated with Silver Lake Capital Partners
Warmer can help you find a great advisor at Silver Lake Capital Partners or one who fits your needs even better.
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.
To learn more about the advisors currently working at Silver Lake Capital Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 44
|
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