Silver Capital Management, LLC

RIASEC RegisteredEst. 2000
Total AUM
$50.1M
Discretionary
$50.1M
100% of AUM
Avg account
$1.2M
Accounts
42
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
111888
Registered since
June 1, 2000
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • HNWI84.63%
  • Pooled Investment Vehicles15.37%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Silver Capital Management, LLC is an SEC-registered limited liability company that has operated since 2000 and is structured and run as a hedge fund. The firm serves both individual/family and institutional clients and provides portfolio management across individual accounts, pooled investment vehicles, and business or institutional portfolios. Its fee model includes asset-based fees and performance-linked compensation, and the firm acts as sponsor/GP/managing member for at least one pooled vehicle it manages. Silver Capital does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 25%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents25%

Contacts

2 of 2
  • Maria Holloway

    Compliance OfficerCRD 3252571

  • Bruce Silver

    President & Managing MemberCRD 1886962

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth