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SILVER PINE CAPITAL, LLC
CRD 150461
5 WEST MILL STREET, 5, MEDFIELD, MA, 02052, United States
Phone
617-302-6221
Fax
617-399-6639
Registration
— (—)
Source
State registered
Total AUM
$41.8M
Discretionary AUM
$41.8M
Team
2 total employees; 2 advisory reps; 17 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $7.4M |
| High net worth individuals | 34 | $34.4M |
All web addresses on file
Official SEC filing: View on IAPD