# Silver Oak Services Partners,llc

> 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.

- CRD: 160904
- Filed as: SILVER OAK SERVICES PARTNERS,LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Evanston, IL
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/160904
- AdvisorCensus page: https://advisorcensus.com/firm/silver-oak-services-partners-llc-evanston-il-160904

## Quick answers

**How is Silver Oak Services Partners,llc compensated?**
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.

**Where is Silver Oak Services Partners,llc located?**
Silver Oak Services Partners,llc's principal office is in Evanston, IL, according to its Form ADV.

**Is Silver Oak Services Partners,llc registered with the SEC or a state?**
Silver Oak Services Partners,llc is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 160904.

**How much does Silver Oak Services Partners,llc manage?**
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).

**How have Silver Oak Services Partners,llc's assets and staff changed since 2021?**
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.

**What types of clients does Silver Oak Services Partners,llc serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (8).

**Does Silver Oak Services Partners,llc report any disciplinary disclosures?**
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

**Does Silver Oak Services Partners,llc state an account minimum?**
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."

**What changed in Silver Oak Services Partners,llc's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: $5,000,000

> Each Fund has a minimum investment amount of $5 million for third -party investors.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,836,869,435
- Discretionary: $1,836,869,435
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $1,836,869,435 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 25 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- silveroaksp.com
- LinkedIn @silver-oak-services-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,141,613,122 | 20 | March 31, 2021 |
| October 2022 | $1,158,204,346 | 18 | September 2, 2022 |
| October 2023 | $1,377,789,559 | 23 | March 30, 2023 |
| October 2024 | $1,301,426,644 | 22 | June 13, 2024 |
| October 2025 | $1,576,450,361 | 24 | March 31, 2025 |
| October 2026 | $1,836,869,435 | 25 | September 11, 2026 |

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.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silver Oak Services Partners,llc (CRD 160904): Form ADV filing data as of October 2026.