SILVERLIGHT ASSET MANAGEMENT, LLC

Overview

Silverlight Asset Management, LLC is an independent registered investment adviser that manages portfolios for high-net-worth individuals, families and a limited number of institutional clients. The firm charges clients on a percentage-of-AUM basis and emphasizes direct equity exposure, using exchange-traded securities and separately managed account structures as the primary implementation tools. Its advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops, which suggests a client education and hands-on planning emphasis alongside portfolio oversight. Investment posture is tilted toward equity-oriented strategies rather than fixed income or cash-heavy allocations. The firm is not positioned as an ESG-focused allocator, and it does not identify as a multi-state or pension consultant adviser. Custodial and execution arrangements appear concentrated — the firm reports a substantial custodial relationship with Charles Schwab & Co., Inc., which supports its trading and account administration needs.

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Public Holdings

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Location & Offices