|
⚲
|
| Keyboard |
| Silverberg Bernstein Capital Management LLC
✚
|
|
|---|---|
| CRD # | 327151 |
| SEC # | 801-128290 |
| CIK # | 0002007880 |
| AUM | 283.0 M (2026-03-06) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 203-820-9107 |
| Address | 4 Miller Circle Armonk, NY 10504 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| M/A-Com Technology Solutions Holdings Inc | 45.5 | ||
| PDF Solutions Inc | 33.0 | ||
| Harmonic Inc | 21.4 | ||
| Analog Devices Inc | 14.3 | ||
| Texas Instruments Inc | 14.1 | ||
| 3D Systems Corp | 8.4 | ||
| Parametric Technology Corp | 8.2 | ||
| NVE Corp /New/ | 7.2 | ||
| New Media Investment Group Inc | 6.8 | ||
| CEVA Inc | 6.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 3.0 |
| (b) Individuals (high net worth individuals) | 33 | 271.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 2.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 5.0 |
| (h) Charitable organizations | 1 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 128 | 283.0 |
| By Discretionary | ||
| Discretionary | 128 | 283.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 128 | 283.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.0 | |
| United States Persons | 274.0 | |
| Total | 128 | 283.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002007880] | |
| SC 13G | [0002007880] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Silverberg Bernstein Capital Management LLC | Silverberg Bernstein Capital Management LLC | [2024-11-20] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Peninsula Asset Management Inc
✚
|
FL | 284.1 M |
|
Meridian Financial LLC
✚
|
MA | 283.9 M |
|
Verisail Partners LLC
✚
|
GA | 283.6 M |
|
Stonebridge Wealth Management LLC
✚
|
IL | 283.3 M |
|
Oaktree Advisors LLC
✚
|
PA | 282.8 M |
|
Carter Financial LLC
✚
|
CA | 282.3 M |
|
Founders Capital Management Inc
✚
|
TX | 281.8 M |
|
Creegan & Nassoura Financial Group LLC
✚
|
NH | 281.6 M |
|
Fortitude Financial LLC
✚
|
WA | 281.5 M |
|
Bennington Financial Planning Group
✚
|
VT | 281.5 M |