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SILVER LAKE CAPITAL PARTNERS

DALLAS, TX · CRD 329997 · IAPD ↗ · silverlakecp.com · 972-701-2040

$211.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — SILVER LAKE CAPITAL PARTNERS now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
66
April 2025 — SILVER LAKE CAPITAL PARTNERS reported RAUM up 57% ($149.7M -> $234.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — SILVER LAKE CAPITAL PARTNERS reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
July 2024 — SILVER LAKE CAPITAL PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
March 2024 — SILVER LAKE CAPITAL PARTNERS (DALLAS, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.