|
⚲
|
| Silveroak Investments LLC
✚
|
|
|---|---|
| CRD # | 290935 |
| SEC # | 801-115023 |
| CIK # | |
| AUM | $73.8 MM (2023-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 800-520-0605 |
| Address | 1180 North Town Center Drive Las Vegas, NV 89144 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 69 | 34.9 |
| (b) Individuals (high net worth individuals) | 15 | 38.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 390 | 73.8 |
| By Discretionary | ||
| Discretionary | 390 | 73.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 390 | 73.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.2 | |
| United States Persons | 68.6 | |
| Total | 390 | 73.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TC Advisors Ltd
✚
|
KS | 0.1 |
|
Pinetree Advisors Corp
✚
|
FL | 0.1 |
|
Wealthyx LLC
✚
|
TX | 0.1 |
|
Pacifica Partners Capital Management Inc
✚
|
0.1 | |
|
Rubin Overseas Ltd
✚
|
0.1 | |
|
Turner Capital Investments LLC
✚
|
TX | 0.1 |
|
Precise Investment Management Inc
✚
|
IL | 0.1 |
|
Core Alpha Inc
✚
|
NY | 0.1 |
|
Londinium Asset Management Ltd
✚
|
0.1 | |
|
Milagre Wealth Management Inc
✚
|
NY | 0.1 |