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SILVERLIGHT ASSET MANAGEMENT, LLC
CRD 306251
23 CORPORATE PLAZA DRIVE, SUITE 150, NEWPORT BEACH, CA, 92660, United States
Phone
949-629-2496
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$63.7M
Discretionary AUM
$63.2M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $54.8M |
| High net worth individuals | 25 | $8.5M |
| Charitable organizations | 1 | $370K |
All web addresses on file
Official SEC filing: View on IAPD