Silverback Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 324151
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses78.35%
- Individuals15.3%
- HNWI6.34%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Silverback Capital Management is a small, equity-focused registered investment adviser that manages concentrated, discretionary portfolios for a mix of individuals, families and institutions. The firm leans heavily toward exchange-traded equities and separately managed account (SMA) structures, suggesting an emphasis on direct stock exposure and ETF sleeves rather than pooled private vehicles. Its advisory mandate includes both portfolio management for individuals and businesses or institutions, and the fee schedule includes both a percentage-of-AUM component and performance-based fees, which typically indicates a manager willing to take concentrated, outcome-oriented positions. Given the $1.9M scale of assets, the firm operates as a boutique shop with a high level of personalization per client. Custody through Interactive Brokers points to an execution and custody setup that supports active trading, access to a broad universe of equities and ETFs, and potentially lower trading costs relative to full-service custodians. The advisory profile and custody choice imply the firm prioritizes liquidity, transparency and low friction for equity trading.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Public Funds/Mutual Funds40%
Owners & executives
1 of 1Carlos Esteva
Managing Partner and Chief Compliance OfficerCRD 7665122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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