S
$50.1M Total AUM
$50.1M Disc. AUM
2.4% 3Y CAGR
2 Employees
42 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Apex · Jackson National Life · Pershing · RBC
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2000
- Office Locations
- 1
Office Locations
-- Bedford NY
About Silver Capital Management, LLC
Silver Capital Management, LLC is a Bedford-based RIA. The firm has been operating for 26 years. Managing $50.1M in total assets under management, with 1 advisory representatives. They custody assets with Apex and Jackson National Life.
Team overview
-- AVG AGE
$50.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
24.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
B
BRUCE SANFORD SILVER
Managing Member, President
- CRD
- --
- Ownership
- 75% or more
Available
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M
MARIA A HOLLOWAY
Chief Compliance Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,124,280 | $1,193,435 |
| Non-Discretionary | $0 | -- |
| Total | $50,124,280 | $1,193,435 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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