CRD: 306251
Silverlight Asset Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-21-2019
- Office Locations
- 1
Office Locations
About Silverlight Asset Management, LLC
Silverlight Asset Management is a Newport Beach, CA fee-only RIA and fiduciary providing financial planning and discretionary portfolio management. The firm designs and directly distributes its own investment strategies, with clients working with a CFA-led portfolio manager. Portfolios are implemented primarily with ETFs, alongside public funds and fixed income. Primary custodian: Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL JOHN CANNIVET
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5125159
- Ownership
- 50% but less than 75%
Geoffrey R Berwind
PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,225,027 | -- |
| Non-Discretionary | $443,238 | -- |
| Total | $63,668,265 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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