S
$283.0M Total AUM
$283.0M Disc. AUM
-- 3Y CAGR
3 Employees
135 ADV. Clients
3 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-01-2023
- Office Locations
- 1
Office Locations
4 Miller Circle Armonk NY
About Silverberg Bernstein Capital Management
Silverberg Bernstein Capital Management is a Armonk-based RIA. The firm has been operating for 3 years. Managing $283.0M in total assets under management, with 2 advisory representatives. They custody assets with Pershing.
Team overview
57 AVG AGE
$141.5M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
3.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JEFFREY MILTON BERNSTEIN
Chief Compliance Officer, Managing Member
- CRD
- #2717893
- Ownership
- 50% but less than 75%
Available
Available
Available
I
IRWIN WARREN SILVERBERG
Managing Member, President
- CRD
- #424011
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,000,000 | $2,210,938 |
| Non-Discretionary | $0 | -- |
| Total | $283,000,000 | $2,210,938 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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