Silver Bridge Capital Management LLC (Boston)

Silver Bridge Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and custodial services; consultations. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Silver Bridge Capital Management: assets under management

The assets under management (AUM) of Silver Bridge Capital Management LLC is $2.15 billion. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.89 billion in discretionary accounts and $265.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.08 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.47 million.

Silver Bridge Capital Management has custody of $1.64 billion in cash and securities for 495 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Silver Bridge Capital Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Based in Boston

The principal office where Silver Bridge Capital Management LLC performs its advisory services is located at 255 State Street, Boston, MA 02109, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-502-9444 or by fax 617-502-9422. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.silverbridgeadv.com.

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