Adviser Profile
| As of Date | 07/12/2025 |
| Registration status | Registration Changed to SILVEROAK INVESTMENTS LIMITED-LIABILITY COMPANY |
| ADV Location | LAS VEGAS, NV, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 68,331,328 1% |
| of that, discretionary | 68,331,328 1% |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 569,428 62% |
| % High Net Worth | 16.67% 69% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
102M
87M
73M
58M
44M
29M
15M
2019
2020
2021
2022
2023
2024
2025
Private Funds
No private funds
Employees
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|---|---|---|---|---|---|---|---|---|---|---|---|
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| Adviser LEGACY FINANCIAL GROUP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.0b | #Funds- | |
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