Overview
Assets Under Management: $173 million
Headquarters: ARMONK, NY
High-Net-Worth Clients: 23
Average Client Assets: $7 million
Frequently Asked Questions
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327151), SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC is headquartered in ARMONK, NY.
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC serves 23 high-net-worth clients according to their SEC filing dated January 20, 2025. View client details ↓
According to their SEC Form ADV, SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC offers financial planning and portfolio management for individuals. View all service details ↓
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC manages $173 million in client assets according to their SEC filing dated January 20, 2025.
According to their SEC Form ADV, SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.33
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 77
Discretionary Accounts: 77
Regulatory Filings
CRD Number: 327151
Last Filing Date: 2025-01-20 00:00:00
Website: https://silverberncap.com