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 RIA organized as an LLC and registered with the SEC in 2023. The firm is individually owned and serves both high-net-worth individuals/families and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage-of-AUM schedule and hourly billing. The firm is not identified as an active ESG investor, does not operate multi-state as an adviser, and is not set up as a capital allocator in the firm-level classification.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3Maritza Calderon
Executive AssistantCRD 4252075
Irwin Silverberg
Registered RepresentativeCRD 424011
Jeffrey Bernstein
Registered RepresentativeCRD 2717893
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$171K in ETFs
0%
$0
0%
$171K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FRANKLIN CALIFORNIA MUNICIPAL INCOME ETF (FTCA) | $171K | 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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