Firm profile

SILVER ROCK FINANCIAL LP

LOS ANGELES, CACRD 283335Latest ADV March 31, 2026

Silver Rock Financial LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 31, 2026, reports $5.4B in regulatory assets under management, 31 employees, 1 office, and 33 accounts.

Assets Under Management
$5.4B
Employees
31
Offices
1 office
Total Clients
28
Primary office
LOS ANGELES, CA
12100 WILSHIRE BLVD., SUITE 1000, LOS ANGELES, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOCarl D. Meyer
CCOPatrick O. Hunnius
CFOAmit Devgan

Advisory services offered

3 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
28
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$5.4Bas of March 31, 2026
Discretionary100.0%
$5.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$5.4B
Total Accounts33
10Y AUM Change+$2.6B (+90.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees31
Clients per Employee1:1
10Y Employee Change+9 (+40.9%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.