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SILVERBERG BERNSTEIN CAPITAL MANAGEMENT
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT LLC
CRD 327151 · SEC 801-128290
4 MILLER CIRCLE, ARMONK, NY, 10504, United States
Phone
203-820-9107
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$283.0M
Discretionary AUM
$283.0M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $3.0M |
| High net worth individuals | 33 | $271.0M |
| Investment companies | 1 | $2.0M |
| Pension/profit sharing plans | 2 | $5.0M |
| Charitable organizations | 1 | $2.0M |
States served
CA, CO, IL, MA, NJ, NY, RI, TN, TX, NH, CT, FL
Official SEC filing: View on IAPD