Silverbay Capital Management LLC

RIASEC RegisteredEst. 2009
Total AUM
$16.1B
Discretionary
$16.1B
100% of AUM
Avg account
$8B
Accounts
2
Employees
82
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
151259
Registered since
September 16, 2009
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Silverbay Capital Management LLC is an SEC-registered investment adviser formed as an LLC in 2009 that serves institutional clients. The firm operates as an institutional RIA and reports a mix of individual and domestic-entity ownership. Its advisory activity includes portfolio management for investment companies, and it also functions in commodity-related roles (CPO/CTA). Compensation is a blend of percentage-of-assets and performance-based fees. The firm does not identify itself as an active ESG investor. Silverbay lists affiliations that extend beyond pure advisory work, including relationships with broker-dealers and other investment advisers, and roles as sponsor, general partner, or managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Jennifer Shufro

    Jennifer Shufro

    Managing DirectorCRD 6466588

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
350 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth