Silverberg Bernstein Capital Management
Firm details
- Headquarters
- Armonk, New York
- CRD number
- 327151
- Registered since
- July 7, 2023
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI95.76%
- Pension & Profit Sharing Plans1.77%
- Individuals1.06%
- Investment Companies0.71%
- Charitable Organizations0.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Silverberg Bernstein Capital Management is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registered in 2023) and serves both individual & family clients and institutional clients. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Compensation is primarily a percentage of assets under management, with hourly billing available for certain services. The firm does not serve as a capital allocator running external funds; instead it manages discretionary portfolios and uses third-party vehicles where appropriate.
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 Equities67%
- Cash & Cash Equivalents18%
- US Government Bonds12%
- State & Local Bonds1%
- Non-Investment Grade Corp Bonds1%
Contacts
3 of 3Irwin Silverberg
Registered RepresentativeCRD 424011
Jeffrey Bernstein
Registered RepresentativeCRD 2717893
Maritza Calderon
Executive AssistantCRD 4252075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$158K in ETFs
0%
$0
0%
$158K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FRANKLIN CALIFORNIA MUNICIPAL INCOME ETF (FTCA) | $158K | 23,050 | 100.00% |
Location
Armonk, NY
Westchester
Location
Armonk, NY
Headquartered in Armonk, 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
- Westchester
- Address
- 4 Miller Cir
- Time zone
- ET (UTC-5)
- Office locations
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