A complete list of active advisors currently associated with Silverberg Bernstein Capital Management

Warmer can help you find a great advisor at Silverberg Bernstein Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Silverberg Bernstein Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.