Silver Oak Services Partners,Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 8
- Avg AUM / client
- $230M
- Accounts
- 8
- Employees
- 25
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $1.8B | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $1.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Silver Oak Services Partners Iv, L.P. | Private Equity Fund | Delaware | $401M | 50 |
| Silver Oak Services Partners Iii, L.P. | Private Equity Fund | Delaware | $275M | 58 |
| Silver Oak Services Partners Ii, L.P. | Private Equity Fund | Delaware | $170M | 60 |
| Silver Oak Services Partners Iii A, L.P. | Private Equity Fund | Delaware | $155M | 14 |
| Silver Oak Services Partners Iv A, L.P. | Private Equity Fund | Delaware | $136M | 15 |
| Silver Oak Velocity Spv, L.P. | Private Equity Fund | Delaware | $105M | 20 |
| Silver Oak Ccs Spv, L.P. | Private Equity Fund | Delaware | $59.8M | 5 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Barr, Gregory, Maxwell | Managing Partner | Nov 2005 (21y) | 50% – 75% | |
| Gill, Daniel, Michael | Managing Partner | Nov 2005 (21y) | 50% – 75% | |
| Epstein, Linda, S. | Chief Financial Officer, Chief Compliance Officer | Jul 2022 (4y) | Less than 5% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $1.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Silver Oak Services Partners Iv, L.P. | Private Equity Fund | $401M | $5.0M | 50 |
| Silver Oak Services Partners Iii, L.P. | Private Equity Fund | $275M | $5.0M | 58 |
| Silver Oak Services Partners Ii, L.P. | Private Equity Fund | $170M | $5.0M | 60 |
| Silver Oak Services Partners Iii A, L.P. | Private Equity Fund | $155M | $5.0M | 14 |
| Silver Oak Services Partners Iv A, L.P. | Private Equity Fund | $136M | $5.0M | 15 |
| Silver Oak Velocity Spv, L.P. | Private Equity Fund | $105M | $50.0K | 20 |
| Silver Oak Ccs Spv, L.P. | Private Equity Fund | $59.8M | $100K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 2.55 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗