Silversmith Management, L.P.
- Regulatory AUM
- $7.2B
- Discretionary
- $7.2B
- Clients
- 24
- Avg AUM / client
- $298M
- Accounts
- 24
- Employees
- 38
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 24 | $7.2B | 100.0% |
Private funds (21)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $4.9B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Silversmith Capital Partners Iv A, L.P. | Private Equity Fund | Delaware | $870M | 58 |
| Silversmith Capital Partners Ii A Lp | Private Equity Fund | Delaware | $869M | 41 |
| Silversmith Capital Partners I A Lp | Private Equity Fund | Delaware | $859M | 38 |
| Silversmith Capital Partners Iii A, L.P. | Private Equity Fund | Cayman Islands | $601M | 47 |
| Silversmith Capital Partners Ii B Lp | Private Equity Fund | Delaware | $384M | 23 |
| Silversmith Capital Partners Iv B, L.P. | Private Equity Fund | Delaware | $376M | 37 |
| Silversmith Capital Partners I B Lp | Private Equity Fund | Delaware | $311M | 17 |
| Silversmith Capital Partners Iii B, L.P. | Private Equity Fund | Cayman Islands | $270M | 33 |
| Silversmith Capital Partners Ii C Lp | Private Equity Fund | Delaware | $87.0M | 48 |
| Silversmith Capital Partners I C Lp | Private Equity Fund | Delaware | $78.6M | 63 |
| Silversmith Capital Partners Iv C, L.P. | Private Equity Fund | Delaware | $74.5M | 71 |
| Silversmith Capital Partners Iii C, L.P. | Private Equity Fund | Cayman Islands | $64.1M | 64 |
| Silversmith Gp Co Invest Iv, L.P. | Private Equity Fund | Delaware | $21.7M | 10 |
| Silversmith Fs Co Invest, L.P. | Private Equity Fund | Delaware | $19.5M | 14 |
| Silversmith Coinvest, L.P. | Private Equity Fund | Delaware | $17.6M | 7 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Aarp Employees' Pension Plan Aarp | Washington, DC | 2024 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Crisan, Jeffrey, Ryan | Managing Partner | Mar 2015 (11y) | 25% – 50% | |
| Mac Lean, Todd, Andrew | Managing Partner | Mar 2015 (11y) | 25% – 50% | |
| Quagliaroli, James, John | Managing Partner | Mar 2015 (11y) | 25% – 50% | |
| Whelan, Lori, Frutkin | Managing Partner And Chief Operating Officer | Mar 2015 (11y) | ≈ 0% – 2.5% via Silversmith Management Gp, Llc | |
| Urdaneta, Rafael, Alberto | Chief Compliance Officer And Chief Financial Officer | Apr 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Silversmith Management Gp, Llc | General Partner | Mar 2015 | A | Less than 5% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Whelan, Lori, Frutkin: 25% – 50% of Silversmith Management Gp, Llc × 0% – 5% direct ≈ 0% – 2.5% of the firm
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 (21, $4.9B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Silversmith Capital Partners Iv A, L.P. | Private Equity Fund | $870M | $5.0M | 58 |
| Silversmith Capital Partners Ii A Lp | Private Equity Fund | $869M | $5.0M | 41 |
| Silversmith Capital Partners I A Lp | Private Equity Fund | $859M | $5.0M | 38 |
| Silversmith Capital Partners Iii A, L.P. | Private Equity Fund | $601M | $5.0M | 47 |
| Silversmith Capital Partners Ii B Lp | Private Equity Fund | $384M | $5.0M | 23 |
| Silversmith Capital Partners Iv B, L.P. | Private Equity Fund | $376M | $5.0M | 37 |
| Silversmith Capital Partners I B Lp | Private Equity Fund | $311M | $5.0M | 17 |
| Silversmith Capital Partners Iii B, L.P. | Private Equity Fund | $270M | $5.0M | 33 |
| Silversmith Capital Partners Ii C Lp | Private Equity Fund | $87.0M | $50.0K | 48 |
| Silversmith Capital Partners I C Lp | Private Equity Fund | $78.6M | $50.0K | 63 |
| Silversmith Capital Partners Iv C, L.P. | Private Equity Fund | $74.5M | $5.0M | 71 |
| Silversmith Capital Partners Iii C, L.P. | Private Equity Fund | $64.1M | $50.0K | 64 |
| Silversmith Gp Co Invest Iv, L.P. | Private Equity Fund | $21.7M | $5.0M | 10 |
| Silversmith Fs Co Invest, L.P. | Private Equity Fund | $19.5M | $500K | 14 |
| Silversmith Coinvest, L.P. | Private Equity Fund | $17.6M | $500K | 7 |
| Silversmith Ams Co Invest, L.P. | Private Equity Fund | $14.4M | $500K | 9 |
| Af Coinvest, Llc | Private Equity Fund | $13.7M | $50.0K | 6 |
| Tma Co Invest, Llc | Private Equity Fund | $7.0M | $50.0K | 14 |
| Silversmith Gp Co Invest Iii, L.P. | Private Equity Fund | $5.9M | $50.0K | 14 |
| Zonos Coinvest, Llc | Private Equity Fund | $1.7M | $50.0K | 16 |
| Blink Coinvest, Llc | Private Equity Fund | $279K | $50.0K | 1 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Aarp Employees' Pension Plan | Aarp | 2,180 | $1.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 5.7 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: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗