Silver Pine Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Silver Pine Capital is a state-registered, independent investment adviser serving both individual and institutional clients, including high-net-worth and non-HNW investors; the firm reports roughly $41.8 million in discretionary assets under management across a small client base and two advisors. It provides discretionary portfolio management through separately managed accounts, ongoing financial planning subscriptions, and related services such as manager selection, portfolio risk assessments, and option overlay strategies.
The firm follows a value-oriented, fundamental investment approach for its internally managed equity strategies, employing bottom-up stock selection for Small-Mid and All Cap value portfolios and combining top-down macroeconomic research with bottom-up analysis for its hedged strategies. Portfolios are constructed with diversification across equities, fixed income and alternative exposures, and the firm also offers actively managed, ETF-based portfolios for smaller accounts and covered-call overlays in select hedged mandates.
A notable feature relative to peers is that Silver Pine offers performance-based compensation arrangements to accredited investors in certain equity strategies, a practice that is uncommon among similar supported advisers; the firm describes compliance controls such as aggregated order execution and regular trading reviews to address potential conflicts. It also maintains three proprietary equity strategies and the use of an active covered-call overlay and ETF-only managed options for smaller accounts, which are distinctive operational elements for a boutique firm of this size.
Client services
Expertise
Fee options
$0 - $200,000: 1.25% Above $200,000+: 1.0% - 2.0% (negotiable, generally 2% for comprehensive portfolio management)
20% performance-based fee combined with 1.0% - 1.5% of AUM on equity long only and hedged portfolios for accredited investors (fees negotiable).
Financial planning subscription fee ranging from $4,200 to $15,000 annually, billed monthly.
Fee-only: Financial planning subscription fee ranging from $4,200 to $15,000 annually, billed monthly.
Main office
5 West Mill Street, 5
Medfield MA 02052
Advisors at this office
2
Most active in
Connecticut · Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Edward V
Series 63, Series 65
Medfield, MA
Silver Pine Capital, LLC
Edward Vahey is a financial advisor at Silver Pine Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Silver Pine Capital, he worked at Citizens Securities Inc. and Axa Advisors, LLC, and has concurrently been employed in sales at WRIGHT Medical Technology, Inc. Outside of his advisory role, Vahey serves as a referee for high school and youth hockey and lacrosse games and coaches youth hockey in Wellesley. Silver Pine Capital is an independent investment adviser serving individual and institutional clients, including high-net-worth and non-HNW investors. The firm employs a value-oriented, fundamental investment approach with diversified portfolios across equities, fixed income, and alternatives, and offers discretionary portfolio management, financial planning, and specialized strategies such as option overlays and performance-based compensation arrangements for accredited investors.
Robert S
CFA®, Series 63
Medfield, MA
Silver Pine Capital, LLC
Robert Skloff is a CFA® charterholder with 16 years of experience in the financial industry. He has been with Silver Pine Capital, LLC since 2010 and previously worked at Beck Bode Wealth Management, LLC. Silver Pine Capital is an independent investment adviser serving both individual and institutional clients, including high-net-worth and non-HNW investors. The firm employs a value-oriented, fundamental investment approach with diversified portfolios that combine equities, fixed income, and alternative exposures, and offers distinct features such as performance-based compensation arrangements for certain equity strategies and proprietary equity and option overlay strategies.
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