Silver Oak Services Partners,llc

Fee-Only (% of Portfolio)

Silver Oak Services Partners provides investment advice to private equity funds, called Funds, offered to qualified investors. Silver Oak identifies and evaluates investment opportunities, negotiates terms, manages investments, and sells them. Investments are mainly in non-public companies. Senior staff may serve on the boards of these companies to influence management.

Assets Under Management$1.6B
Clients8
AdvisorsN/A
Avg. per Client$200M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Silver Oak Services Partners does not directly manage investments for individual investors. The firm manages private equity funds and charges management fees and carried interest to those funds.

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Silver Oak Services Partners,llc | TrueAdvisor