SILVEROAK INVESTMENTS LIMITED-LIABILITY COMPANY
DBA: SILVEROAK INVESTMENTS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $68.3M |
| Discretionary | $68.3M100% of AUM |
| Client Accounts | 120 |
| Avg Account Size | $569K |
| Employees | 3 |
| Peak AUM | $102.0MMar 2020 |
| AUM CAGR | -6.3% /yrover 6 yrs · 23 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $68M | +0.5% | 10.0% | 7.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $68.3M |
| Discretionary | $68.3M |
| Employees | 3 |
| Client Accounts | 120 |
| Client Range | 0 |
Contact & Location
Phone
800-520-0605
Filing History
23 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$68M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported