Chief Compliance Officer/vice President of Finance · Silver Oak Services Partners,llc
John W. Munz
CRD 6557708 · Named on Form ADV at one SEC-registered adviser
At a glance
Silver Oak Services Partners,llc, an SEC-registered private fund adviser based in Evanston, IL with $1.8 billion in regulatory assets, lists John W. Munz on its Form ADV as Chief Compliance Officer/vice President of Finance, a control person.
Firms and roles
- Silver Oak Services Partners,llcChief Compliance Officer/vice President of FinancePrivate fund adviser · Evanston, IL · $1.8B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Gregory M. BarrManaging Partner, Silver Oak Services Partners,llc
- Daniel M. GillManaging Partner, Silver Oak Services Partners,llc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.