Silver Pine Capital, LLC
Assets Under Management
$55.8M
Number of Clients
169
Number of Advisors
3
Average Client AUM
$330K
AUM per Advisor
$18.6M
Compensation
Fee-Only (AUM)
About This Firm
Silver Pine Capital is an independent asset management firm offering tailored investment strategies. They focus on diversified portfolios with equities, fixed income, real estate, and commodities. They also offer internally managed equity strategies. Financial planning services are provided, and third-party advisors are recommended for insurance and annuity needs.
Fee Structure
Fees for comprehensive portfolio management range from 1.0% to 2.0% of assets under management, and are negotiable based on portfolio size. For smaller accounts using an ETF-only approach, the fee is 1.25%. For accredited investors in equity long only and hedged portfolios, the fee ranges from 1.0% to 1.5% of AUM, combined with a 20% performance-based fee. Financial planning subscriptions cost $4,200-$15,000 annually, billed monthly, depending on the client's financial situation.
Areas of Practice
Location
5 West Mill Street, 5, Medfield, MA, 02052