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- Custodian
- Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-23-2024
- Office Locations
- 1
Office Locations
About Silver Lake Capital Partners
Dallas-based Silver Lake Capital Partners delivers personalized wealth management for business owners, corporate executives, retirees, and select foundations/endowments. The team builds diversified, risk-aware portfolios that can blend traditional investments with more sophisticated alternatives, alongside financial, retirement, longevity, and estate/charitable planning. Operates on the Raymond James platform with online client access.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID TIMOTHY MALLECK
Branch Manager, Chief Compliance Officer, Managing Partner
- CRD
- #1029959
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $210,000,000 | $304,348 |
| Non-Discretionary | $1,500,000 | $375,000 |
| Total | $211,500,000 | $304,755 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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