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| Silver Lake Advisory LLC
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| CRD # | 107625 |
| SEC # | 801-41655 |
| CIK # | 0001596055 |
| AUM | 325.3 M (2026-01-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 801-733-9470 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001596055 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| AbbVie Inc | 10.3 | ||
| Cisco Systems Inc | 9.9 | ||
| Johnson & Johnson | 7.9 | ||
| Kinder Morgan Inc | 7.7 | ||
| Corning Inc /NY | 7.2 | ||
| Digital Realty Trust Inc | 6.0 | ||
| Regions Financial Corp | 6.0 | ||
| Abbott Laboratories | 5.9 | ||
| Applied Materials Inc /DE | 5.7 | ||
| UNUM Group | 5.4 | ||
| MetLife Inc | 5.1 | ||
| Paychex Inc | 5.0 | ||
| Henry Jack & Associates Inc | 4.8 | ||
| Microsoft Corp | 4.5 | ||
| Garmin Ltd | 4.5 | ||
| Docusign Inc | 4.3 | ||
| First Solar Inc | 4.1 | ||
| Zoom Video Communications Inc | 3.8 | ||
| Nvent Electric PLC | 3.7 | ||
| Pembina Pipeline Corp | 3.6 | ||
| Genuine Parts Co | 3.5 | ||
| Enersys | 3.4 | ||
| Realty Income Corp | 3.2 | ||
| Automatic Data Processing Inc | 3.2 | ||
| Becton Dickinson & Co | 3.2 | ||
| Church & Dwight Co Inc /DE/ | 3.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 241.6 |
| (b) Individuals (high net worth individuals) | 90 | 82.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 1.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 159 | 325.3 |
| By Discretionary | ||
| Discretionary | 159 | 325.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 159 | 325.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.3 | |
| Total | 159 | 325.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001596055] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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✚
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