Silveroak Investments Limited-Liability Company
CRD 290935SEC# 801-115023
No longer SEC-registered. Silveroak Investments Limited-Liability Company appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$68.3M
Employees
3
Accounts
120
Location
—
Silveroak Investments Limited-Liability Company assets under management
Silveroak Investments Limited-Liability Company is a registered investment adviser overseen by the SEC. It reports $68.3 million in regulatory assets under management and employs 3 people.
Silveroak Investments Limited-Liability Company owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Jeffrey Yuhnke Control | Principal And Chief Compliance Officer | Over 75% | 2017 |
Frequently asked questions
How much does Silveroak Investments Limited-Liability Company manage?
Silveroak Investments Limited-Liability Company reports $68.3 million in regulatory assets under management on its Form ADV.
How many employees does Silveroak Investments Limited-Liability Company have?
Silveroak Investments Limited-Liability Company reports 3 employees.
Does Silveroak Investments Limited-Liability Company disclose fund performance?
Silveroak Investments Limited-Liability Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$68.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 95%
Larger than 5% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$68.3Mregulatory AUM
Discretionary $68.3M