RIA Intelligence

SILVER OAK SERVICES PARTNERS,LLC

CRD #160904 SEC #801-73300 EVANSTON, IL 847-332-0400
SEC Registered Private Funds
Total AUM
$1.6B
Discretionary
$1.6B
Employees
24
Clients
--
Accounts
8

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
EPSTEIN, LINDA, S.ICHIEF FINANCIAL OFFICERNA Control
EPSTEIN, LINDA, S.ICHIEF FINANCIAL OFFICERNA Control
EPSTEIN, LINDA, S.ICHIEF FINANCIAL OFFICERNA Control
EPSTEIN, LINDA, S.ICHIEF FINANCIAL OFFICERNA Control
EPSTEIN, LINDA, S.ICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
EPSTEIN, LINDA, S.ICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
FITZGERALD, DIANA, KIMICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
FITZGERALD, DIANA, KIMICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
MANN, JEFFREY, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER AND MANAGING DIRECTORNA Control
MANN, JEFFREY, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER AND MANAGING DIRECTORNA Control
MANN, JEFFREY, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
MANN, JEFFREY, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
MANN, JEFFREY, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER AND MANAGING DIRECTORNA Control
MANN, JEFFREY, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER AND MANAGING DIRECTORNA Control
MANN, JEFFREY, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER AND MANAGING DIRECTORNA Control
MANN, JEFFREY, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
MANN, JEFFREY, MICHAELICHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICERNA Control
Perry, Katie, ElizabethICHIEF COMPLIANCE OFFICER AND VICE PRESIDENT OF FINANCENA
Perry, Katie, ElizabethICHIEF COMPLIANCE OFFICER AND VICE PRESIDENT OF FINANCENA
Perry, Katie, ElizabethICHIEF COMPLIANCE OFFICER AND VICE PRESIDENT OF FINANCENA
Perry, Katie, ElizabethICHIEF COMPLIANCE OFFICER AND VICE PRESIDENT OF FINANCENA
Perry, Katie, ElizabethICHIEF COMPLIANCE OFFICER AND VICE PRESIDENT OF FINANCENA
Perry, Katie, ElizabethICHIEF COMPLIANCE OFFICER AND CFONA
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLICHIEF COMPLIANCE OFFICER AND MANAGING PARTNERD Control
BARR, GREGORY, MAXWELLICHIEF COMPLIANCE OFFICER AND MANAGING PARTNERD Control
BARR, GREGORY, MAXWELLICHIEF COMPLIANCE OFFICER AND MANAGING PARTNERD Control
BARR, GREGORY, MAXWELLICHIEF COMPLIANCE OFFICER AND MANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
BARR, GREGORY, MAXWELLIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control
GILL, DANIEL, MICHAELIMANAGING PARTNERD Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (3)

DE FL IL

Address

1560 SHERMAN AVE
SUITE 1200
EVANSTON, IL 60201-4811
United States
Phone: 847-332-0400