Silverfern Capital Management, LLC
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Learn more about Silverfern Capital Management, LLC
Overview
Silverfern Capital Management, LLC operates as a financial advisor firm headquartered in Greenwich, Connecticut. The company manages $274.4 million in total assets across 29 client accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). The firm has a small group, including 6 financial advisors. Silverfern Capital Management, LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are tradable financial investments like options, equities and bonds.
Silverfern Capital Management, LLC manages all of its client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments for the client's account without requiring client approval. The company's average account size is $9.5 million. The average advisor at Silverfern Capital Management, LLC manages around five client accounts, placing it among the most individualized firms in the country.
Silverfern Capital Management, LLC's central office is at 777 W. Putnam Ave., Greenwich, Connecticut 6830. It is legally permitted to serve investors in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Silverfern Capital Management, LLC by the Numbers
$274.4 million
6
29
$9.5 million
Fee Structure
Financial management fees usually vary depending on which services the firm provides the client. Fee types charged by the company may include the following fee structures: asset-based, performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
It provides services to pooled investment vehicles. Out of its 29 customers, Silverfern Capital Management, LLC's largest client is pooled investment vehicles. Around 90% of the company's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Silverfern Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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