AUMdb

Silver Oak Services Partners,Llc

SEC-registered Private Fund Manager · Mid-sized ($1B–$10B) CRD 160904 · SEC file 801-73300 · Evanston, IL · WWW.SILVEROAKSP.COM
☆ Save with Pro ADV data as of Jun 03, 2026
Regulatory AUM
$1.8B
Discretionary
$1.8B
Clients
8
Avg AUM / client
$230M
Accounts
8
Employees
25

AUM over time

$194M $1.8B
Feb 10, 2012 Jun 3, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jun 03, 2026

Who they serve

Client typeClientsAUM% 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

FundTypeDomicileGross assetsOwners
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)

NameRole / titleCredentialsWith firm sinceOwnership
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)

FundTypeGross assetsMin. investmentOwners
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)

FormPeriodSize
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) ↗