Silverberg Bernstein Capital Management LLC
Silverberg Bernstein Capital Management LLC is an SEC-registered investment advisory firm headquartered in Armonk, NY. Founded in 2023 by Jeffrey Bernstein and Irwin Silverberg, the firm manages approximately $173.4 million in regulatory assets under management for high-net-worth individuals. With a small team of 3 employees, the firm operates primarily in New York and provides personalized portfolio management and investment guidance.
Investment Strategy
Silverberg Bernstein Capital Management LLC focuses on customized portfolio management for high-net-worth individuals, emphasizing discretionary asset management with exposure to equities and diversified holdings. The firm aims to guide clients through prudent investment decisions by leveraging deep market knowledge and tailored advisory services, ensuring portfolios are aligned with client objectives and risk tolerance.
Top Holdings
Equity Positions (65)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MTSI | MACOM TECH SOLUTIONS HLDGS I | 9.64% | $15.9M | 127,632 | $111.51 | $124.49 | +$121.0K |
P PTC | PTC INC | 8.60% | $14.2M | 69,766 | $175.91 | $203.02 | +$3.1M |
H HLIT | HARMONIC INC | 7.70% | $12.7M | 1,247,093 | $11.80 | $10.18 | +$2.1M |
P PDFS | PDF SOLUTIONS INC | 7.19% | $11.8M | 458,783 | $28.67 | $25.82 | +$2.9M |
T TXN | TEXAS INSTRS INC | 4.99% | $8.2M | 44,784 | $184.49 | $183.73 | -$1.8M |