SILVERBERG BERNSTEIN CAPITAL MANAGEMENT

Overview

Silverberg Bernstein Capital Management is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges fees based on a percentage of assets under management and also offers hourly planning engagements. Its client base includes both high-net-worth individuals and select institutional relationships. The firm favors an equity-centric approach, allocating a meaningful portion of client portfolios to exchange-traded equities while supplementing those exposures with mutual funds and real estate-oriented alternative investments. The adviser is set up as a limited liability company and is owned by an individual. It is not structured as a capital allocator or a multi-state ESG-focused manager. Service offerings emphasize personalized planning and portfolio oversight rather than pension consulting or third-party advisory relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices