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| Silver Oak Services Partners LLC
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| CRD # | 160904 |
| SEC # | 801-73300 |
| CIK # | 0001708253 |
| AUM | 1,836.9 M (2026-06-03) |
| Employees | 25 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 847-332-0400 |
| Address | 1560 Sherman Ave Evanston, IL 60201-4811 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Silver Oak Crown SPV LP | [2025-03-31] | 213.1 M | |
| Filed 2025-01-21 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Silver Oak Velocity SPV LP | [2024-03-28] | 177.5 M | |
| Filed 2023-08-10 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Silver Oak CCS SPV LP | [2022-03-16] | 94.8 M | |
| Offered $35,000,000 · Filed 2021-12-20 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $35,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Silver Oak Services Partners IV-A LP | [2020-03-30] | 174.4 M | |
| Offered $500,000,000 · Filed 2019-04-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $500,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Silver Oak Services Partners IV LP | [2020-03-30] | 513.2 M | |
| Offered $500,000,000 · Filed 2019-04-29 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $500,000,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | Silver Oak Services Partners III-A LP | [2016-03-24] | 168.6 M | |
| Offered $300,000,000 · Filed 2016-02-22 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $300,000,000 · Duration One year or less · Finder's Fee $2,375,000 · Revenue Decline to Disclose | ||||
| PE | Silver Oak Services Partners III LP | [2016-03-24] | 361.5 M | |
| Offered $300,000,000 · Filed 2016-02-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $300,000,000 · Duration One year or less · Finder's Fee $2,375,000 · Revenue Decline to Disclose | ||||
| PE | Silver Oak Services Partners II LP | [2012-02-10] | 87.8 M | 133.8 M |
| Offered $200,000,000 · Filed 2012-09-26 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining $112,250,000 · Duration More than one year · Commission $576,000 · Revenue Decline to Disclose | ||||
| PE | Silver Oak Services Partners LP | 2012-02-10 | 7.6 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 8 | 1,836.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (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 | 8 | 1,836.9 |
| By Discretionary | ||
| Discretionary | 8 | 1,836.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 1,836.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,836.9 | |
| Total | 8 | 1,836.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeffrey Mann | Executive Officer | 53 | 2 | |
| Daniel Gill | Executive Officer, Promoter | 19 | 2 | |
| Gregory Barr | Executive Officer | 9 | 2 | |
| Wade Glisson | Executive Officer | 5 | 2 | |
| David Bornhoeft | Executive Officer | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001708253] | |
| 4 | [0001708253] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Asure Software Inc ASUR
Common Stock, par value $0.01
|
2018-06-18 | Sell | 500,000 | $16.45 | 8,225,000 |
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