Silverberg Bernstein Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$274,000,000
Clients
131
Advisors
2
of 3 employees
About
Silverberg Bernstein Capital Management is a small, two-advisor SEC-registered investment adviser that provides discretionary asset management, financial consulting, and securities research to individuals, high-net-worth clients, trusts, estates, charities, and small businesses. The firm also lists pooled investment vehicles (investment company clients) among its client types and offers ongoing portfolio management to these accounts.
The firm’s investment approach emphasizes concentrated, low-turnover portfolios—typically 15–25 stocks—built through gradual accumulation and a focus on smaller-capitalization companies with proprietary intellectual property or “razor/razorblade” revenue characteristics. Investments are often initiated when securities are out of favor and trading near the lower end of multi-year price ranges, with attention to balance-sheet strength and cash-flow dynamics to limit downside risk.
Notable operational features include a relatively large asset base (about $283 million) for a two-advisor practice and the firm’s willingness to serve investment company/pooled vehicle clients, a client type that is uncommon among similar supported firms. The advisory team is dually registered with a broker-dealer for legacy accounts but states that all new client relationships will be managed on a fee-based schedule through the adviser rather than opened under the brokerage relationship.
Client services
Expertise
Fee options
1.50% (maximum, negotiable)
Certain Investment Advisor Representatives may earn commissions through brokerage activities, but new client accounts with SBCM are fee-based only.
$500 per hour for financial consulting services
Account minimum: $500,000
Main office
4 Miller Circle
Armonk NY 10504
Advisors at this office
2
Most active in
California · Colorado · Connecticut · Florida · Illinois · Massachusetts · New Hampshire · New Jersey · New York · Rhode Island · Tennessee · Texas
Also doing business as
Silverberg Bernstein Capital Management · Silverberg Bernstein Capital Management LLC
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.
Advisors at this firm
Jeffrey B
Series 65, Series 66
Armonk, NY
Silverberg Bernstein Capital Management
Jeffrey Bernstein is a financial advisor with Silverberg Bernstein Capital Management, holding Series 65 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at Cowen and Company LLC, Cowen Prime Advisors LLC, Cowen Prime Services LLC, and Concept Capital Markets, LLC. He serves as a partner and Chief Compliance Officer at his current firm. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser that provides discretionary asset management, financial consulting, and securities research to individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm’s investment approach focuses on concentrated, low-turnover portfolios emphasizing smaller-capitalization companies with proprietary intellectual property and seeks to manage downside risk through careful selection criteria.
Irwin S
CFA®, Series 63
Armonk, NY
Silverberg Bernstein Capital Management
Irwin Silverberg is a CFA® charterholder with 58 years of industry experience. He is a Partner, Portfolio Manager, and Chief Investment Officer at Silverberg Bernstein Capital Management, where he has worked since the firm's inception in 2023. His prior experience includes roles at Cowen and Company LLC and Concept Capital Markets, LLC. Silverberg Bernstein Capital Management is a two-advisor SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, charities, small businesses, and pooled investment vehicles. The firm focuses on concentrated, low-turnover portfolios primarily invested in smaller-cap companies with proprietary intellectual property or unique revenue models, emphasizing balance-sheet strength and cash-flow to manage downside risk.
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