Silver Lake Technology Management, LLC (Menlo Park)

Name: Silver Lake Technology Management, LLC
Address: 2775 Sand Hill Road, Menlo Park, CA, 94025
Telephone: 650-233-8120

Silver Lake Technology Management, LLC is a large advisory firm based in Menlo Park. It manages $43.17 billion of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Silver Lake Technology Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Silver Lake Technology Management: assets under management

The assets under management (AUM) of Silver Lake Technology Management, LLC is $43.17 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 220% since the beginning of its operation, and $1.3 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $43.17 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.27 billion each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Silver Lake Technology Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Silver Lake Technology Management serves?

The only and largest group of clients of Silver Lake Technology Management is pooled investment vehicles with 19 clients and $43.17 billion of assets under management. Among the 10 most similar advisory firms, Silver Lake Technology Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $43.17 billion for 19 clients. 5% of the firm’s clients are foreign persons or businesses.

Silver Lake Technology Management also advises several private funds. Namely, two hedge funds and seventeen private equity funds. The minimum investment commitment required of non-related persons ranges from $10 to $10,000,000.

Careers at Silver Lake Technology Management, LLC

The company employs 161 people that are either part- or full-time employees. 61 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Glenn Hogan Hutchins	Co-founder & managing director	1 Jan 1999	Other	2544351
James Alan Davidson	Co-founder, managing partner & managing director, sltm	1 Jan 1999	Other	2069721
David Jude Roux	Co-founder & senior director	1 Jan 1999	Other	5508229
Alan Karl Austin	Managing director	1 Apr 2003	Other	5508227
Llc Silver Lake Technology Management	Managing member, slmc ii	1 Oct 2003	75% - 100%	161206
Michael James Bingle	Managing partner & managing director, sltm	1 Dec 2003	Other	2526550
Kenneth Yehkang Hao	Managing partner & managing director, sltm	1 Dec 2003	Other	2087892
Egon Pierre Durban	Managing partner & managing director, sltm	1 Jan 2006	Other	2644650
Gregory Keith Mondre	Managing partner & managing director, sltm	1 Jan 2006	Other	2782929
Karen King	Managing director & chief legal officer	1 Jan 2006	Other	5508228
Karen Matsushima King	Managing director & chief legal officer	1 Jan 2006	Other	5508228
Llc Silver Lake Technology Management	Managing member, slmc iii	1 Nov 2006	75% - 100%	161206
Llc Silver Lake Technology Management	Managing member, silver lake sumeru	1 Mar 2007	25% - 50%	161206
Llc Silver Lake Technology Management	Managing member, silver lake credit	1 Apr 2007	75% - 100%	161206
Roger Lowell Wittlin	Group head, silver lake credit	1 Apr 2007	Other	1084172
Ajay B. Shah	Group head, silver lake sumeru	1 May 2007	25% - 50%	6029768
Ajay B. Shah	Group head, silver lake sumeru	1 Jun 2007	25% - 50%	6029768
California Public Employees' Retirement System	Member	1 Jan 2008	Other	94-6207465
Charles Giancarlo	Managing director	1 Jan 2008	Other	6029475
Xun Eric Chen	Managing director	1 Mar 2008	Other	3186261
Andrew J. Wagner	Managing director & chief financial officer	1 Jul 2008	Other	4355421
Andrew Joseph Wagner	Managing director & chief financial officer	1 Jul 2008	Other	4355421
Geoffrey Allen Oltmans	Managing director, silver lake credit	1 Jan 2010	Other	2647771
Susannah Shellnut Carrier	Managing director	1 Jan 2010	Other	2629116
Joseph Howard Osnoss	Managing director	1 Jan 2010	Other	4242454
Llc Silver Lake Technology Management	Managing member, silver lake kraftwerk	1 Aug 2010	75% - 100%	161206
Christian Lucas	Managing director	1 Nov 2010	Other	6029437
David Anthony Smolen	Chief compliance officer	1 Jan 2011	Other	4336719
Adam Grosser	Group head, silver lake kraftwerk	1 Feb 2011	Other	6029771
Shawn Kenneth Oneill	Group head & member, silver lake waterman	1 Dec 2011	Other	2862233
Jr. Richard D. Stubblefield	Group head & member, silver lake waterman	1 Dec 2011	Other	6029781
L.L.C. Sltm Waterman	Member, silver lake waterman	1 Dec 2011	75% - 100%	45-3031191
Antony Ling	Managing director	1 Jan 2012	Other	6029476
Simon Patterson	Managing director	1 Jan 2012	Other	6029439
Llc Silver Lake Technology Management	Managing member, slmc iv	1 Feb 2012	75% - 100%	161206
L.P. Silver Lake Technology Management	Managing member, sltm	1 Jan 2013	75% - 100%	35-2471887
L.P. Silver Lake Waterman Management Company	Managing member, silver lake waterman	1 Jan 2013	75% - 100%	61-1708353
L.P. Silver Lake Management Company Sumeru	Managing member, silver lake sumeru	1 Apr 2013	75% - 100%	61-1708348
Sahil Wesley Desai	Chief compliance officer	1 Feb 2014	Other	6307765
Karen King	Managing director & chief legal officer & acting chief compliance officer	1 Jul 2016	Other	5508228
Llc Silver Lake Technology Management	Managing member, slmc v	1 Nov 2016	75% - 100%	161206
Sharon Blaskey Binger	Chief compliance officer	1 Jan 2017	Other	6749433
Llc Silver Lake Technology Management	Managing member, slmc spv-1	1 Jul 2017	75% - 100%	161206

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Llc Silver Lake Technology Management	Managing member	1 Jan 1999	75% - 100%	161206
L.L.C. Sltm Gp	Gp	1 Jan 2013	Other	36-4757357
L.L.C. Slwmc Gp	Gp	1 Jan 2013	Other	80-0908133
L.L.C. Sltm Waterman	Limited partner	1 Jan 2013	75% - 100%	45-3031191
L.L.C. Slmc Sumeru Gp	Gp	1 Apr 2013	Other	80-0908128
Llc Silver Lake Technology Management	Managing member	1 Apr 2013	25% - 50%	161206
Ajay B. Shah	Limited partner	1 Apr 2013	25% - 50%	6029768

Based in Menlo Park

The principal office where Silver Lake Technology Management, LLC performs its advisory services is located at 2775 Sand Hill Road, Menlo Park, CA 94025, which is also the mailing address of the firm. An additional office of the firm is in San Mateo, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-233-8120 or by fax 650-233-8125. The normal business hours are 9:00am-5:00pm pt on Monday - Friday. You can find more information about the New York firm at silverlake.com.