Silversea Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SilverSea Capital LLC is a state‑registered, single‑advisor investment advisory firm founded in 2022 that provides discretionary and non‑discretionary portfolio management, written investment strategies, and financial planning and consulting. The firm’s brochure states it works with individuals, high‑net‑worth clients, trusts, and companies and offers managed accounts, subscription retainer services, and project‑based planning.
The firm says its advice is tailored to client objectives, time horizon, and risk tolerance and employs a range of methods including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies, while noting potential tax implications and recommending consultation with tax professionals. Clients may impose written investment restrictions, and the firm provides ongoing check‑ins (quarterly for retainer clients), one‑time financial plans, and additional work available for separate fee arrangements.
Notable differences from many peers include the principal’s substantial global markets experience, international educational background, and CFA credential, and concurrent employment as a global markets executive at an insurance company—factors the brochure links to the firm’s atypical engagement with non‑U.S. matters. The firm is early stage operationally (the brochure reports no assets under management and a very small client base), is actively evaluating custodian relationships, and uses relatively large fixed‑fee planning projects ($10,000–$40,000) and quarterly subscription retainers ($1,000–$1,500), which together suggest a focus away from mass‑market retail relationships.
Client services
Expertise
Fee options
$10,000 to $40,000 per financial planning project
Under $1,000,000 - $999,999: 0.75% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%
$1,000 to $1,500 per quarter
Main office
Riverside CT
Advisors at this office
1
Most active in
Connecticut
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.
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