SILO FINANCIAL LLC
Adviser information for SILO FINANCIAL LLC last updated from Form ADV on February 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 161 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 161 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesROBO-ADVISORY ALGORITHM SERVICES TO AID IN INDIVIDUAL'S DECISION TO PURCHASE SECURITIES |
|---|---|
| Compensation | Fixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 8,200 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| SILO INVEST | SILO FINANCIAL LLC |
Identifiers
| SEC RIA File Number | 801-127150 |
|---|---|
| SEC ERA File Number | 801-127150 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 324307 |
| Legal Entity Identifier | None |
Principal Office
7817 PINEDALE CVROUND ROCK
TX
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: (512)-954-0626, Fax: N/A
Chief Compliance Officer
AKHSHEIY TANGUTUR
MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER
432 HIGHLAND HORIZON
AUSTIN
TX
United States
Tel:
(512) 573-6017
Fax:
N/A
A****************@**************M
(Full email address available in API data)
Regulatory Contact
HARIHARAN JAYAKUMAR
MANAGING PARTNER
7817 PINEDALE CV
ROUND ROCK
TX
United States
Tel:
(512)-954-0626
Fax:
N/A
H******************@**************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Jayakumar, Hariharan | Individual | – | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | 05/2022 | > 75% |
| Tangutur, Akhsheiy | Individual | – | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | 05/2022 | 10-25% |