{
  "crd_number": 107625,
  "slug": "silver-lake-advisory-partners-llc-107625",
  "primary_business_name": "SILVER LAKE ADVISORY PARTNERS, LLC",
  "legal_name": "SILVER LAKE ADVISORY PARTNERS, LLC",
  "dbas": [
    "SILVER LAKE ADVISORY"
  ],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1992-06-04",
  "years_registered": 34,
  "period": "2026-10-01",
  "filing_date": "2026-01-29",
  "carried_forward": false,
  "raum_total": 325334211.0,
  "raum_discretionary": 325334211.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": null,
      "count": 0
    },
    "individuals": {
      "raum": 241648320.0,
      "count": 62
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 1247489.0,
      "count": 7
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 82438402.0,
      "count": 90
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "MA",
    "MI",
    "NH",
    "NJ",
    "NY",
    "TX",
    "UT"
  ],
  "websites": [
    "https://silverlakeadvisory.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107625",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/silver-lake-advisory-partners-llc-107625",
  "display_name": "Silver Lake Advisory Partners, LLC",
  "summary": "Silver Lake Advisory Partners, LLC is an SEC-registered investment advisory firm, registered since 1992, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.",
  "citation": "AdvisorCensus. Silver Lake Advisory Partners, LLC (CRD 107625): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Silver Lake Advisory Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Silver Lake Advisory Partners, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Is Silver Lake Advisory Partners, LLC registered with the SEC or a state?",
      "a": "Silver Lake Advisory Partners, LLC is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 107625."
    },
    {
      "q": "How much does Silver Lake Advisory Partners, LLC manage?",
      "a": "Silver Lake Advisory Partners, LLC reports $325,334,211 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Silver Lake Advisory Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Silver Lake Advisory Partners, LLC: Regulatory assets under management: $222,720,077 in the October 2021 data and $325,334,211 in the October 2026 data, up 46%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Silver Lake Advisory Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (90); individuals (other than high net worth individuals) (62); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does Silver Lake Advisory Partners, LLC use?",
      "a": "Silver Lake Advisory Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Silver Lake Advisory Partners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107625"
    },
    {
      "q": "Does Silver Lake Advisory Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 29, 2026 says: \"SLA does not have a minimum account size.\""
    },
    {
      "q": "What changed in Silver Lake Advisory Partners, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Added the business name Silver Lake Advisory. Changed its legal name from Silver Lake Advisory, LLC to Silver Lake Advisory Partners, LLC. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 222720077.0,
      "total_employees": 4,
      "filing_date": "2021-01-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 270386698.0,
      "total_employees": 4,
      "filing_date": "2022-02-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 255254948.0,
      "total_employees": 4,
      "filing_date": "2023-01-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 253161111.0,
      "total_employees": 4,
      "filing_date": "2024-01-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 320486265.0,
      "total_employees": 4,
      "filing_date": "2025-01-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 325334211.0,
      "total_employees": 4,
      "filing_date": "2026-01-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added the business name Silver Lake Advisory.",
        "Changed its legal name from Silver Lake Advisory, LLC to Silver Lake Advisory Partners, LLC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "SLA does not have a minimum account size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "SLA does not have a minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/silver-lake-advisory-partners-llc-107625.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 241648320.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 90,
      "fewer_than_5": false,
      "raum": 82438402.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 1247489.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/107625",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}