{ "crd_number": 160904, "slug": "silver-oak-services-partners-llc-evanston-il-160904", "primary_business_name": "SILVER OAK SERVICES PARTNERS,LLC", "legal_name": "SILVER OAK SERVICES PARTNERS,LLC", "dbas": [], "city": "Evanston", "state": "IL", "country": "United States", "cbsa_code": "16980", "metro": { "cbsa_code": "16980", "common_name": "Chicago", "msa_name": "Chicago-Naperville-Elgin, IL-IN", "path": "/advisors/il/chicago" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2012-03-29", "years_registered": 14, "period": "2026-10-01", "filing_date": "2026-09-11", "carried_forward": false, "raum_total": 1836869435.0, "raum_discretionary": 1836869435.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 25, "advisory_employees": 15, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1836869435.0, "count": 8 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "FL", "IL" ], "websites": [ "https://linkedin.com/company/silver-oak-services-partners-llc", "https://silveroaksp.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/160904", "city_as_filed": "EVANSTON", "url": "https://advisorcensus.com/firm/silver-oak-services-partners-llc-evanston-il-160904", "display_name": "Silver Oak Services Partners,llc", "summary": "Silver Oak Services Partners,llc is an SEC-registered investment advisory firm in Evanston, IL, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 11, 2026.", "citation": "AdvisorCensus. Silver Oak Services Partners,llc (CRD 160904): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Silver Oak Services Partners,llc compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Silver Oak Services Partners,llc reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "Where is Silver Oak Services Partners,llc located?", "a": "Silver Oak Services Partners,llc's principal office is in Evanston, IL, according to its Form ADV." }, { "q": "Is Silver Oak Services Partners,llc registered with the SEC or a state?", "a": "Silver Oak Services Partners,llc is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160904." }, { "q": "How much does Silver Oak Services Partners,llc manage?", "a": "Silver Oak Services Partners,llc reports $1,836,869,435 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary)." }, { "q": "How have Silver Oak Services Partners,llc's assets and staff changed since 2021?", "a": "In the Form ADV data for Silver Oak Services Partners,llc: Regulatory assets under management: $1,141,613,122 in the October 2021 data and $1,836,869,435 in the October 2026 data, up 61%. Total employees: 20 in October 2021 and 25 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Silver Oak Services Partners,llc serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8)." }, { "q": "Does Silver Oak Services 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/160904" }, { "q": "Does Silver Oak Services Partners,llc state an account minimum?", "a": "Its Form ADV Part 2A brochure dated March 26, 2026 says: \"Each Fund has a minimum investment amount of $5 million for third -party investors.\"" }, { "q": "What changed in Silver Oak Services Partners,llc's recent Form ADV filings?", "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1141613122.0, "total_employees": 20, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1158204346.0, "total_employees": 18, "filing_date": "2022-09-02" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1377789559.0, "total_employees": 23, "filing_date": "2023-03-30" }, { "period": "2024-10-01", "regulatory_assets_under_management": 1301426644.0, "total_employees": 22, "filing_date": "2024-06-13" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1576450361.0, "total_employees": 24, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1836869435.0, "total_employees": 25, "filing_date": "2026-09-11" } ], "recent_changes": [ { "period": "2026-07-01", "period_label": "July 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $1,576,450,361 to $1,836,869,435 (+17%).", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 26, 2026", "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": "$5,000,000", "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "figures": [ { "label": "Account minimum", "statements": [ "Account minimum: $5,000,000" ], "quotes": [ "Each Fund has a minimum investment amount of $5 million for third -party investors." ] } ], "quotes": [ "Each Fund has a minimum investment amount of $5 million for third -party investors." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/silver-oak-services-partners-llc-evanston-il-160904.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 8, "fewer_than_5": false, "raum": 1836869435.0 } ], "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/160904", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }