Carlos Esteva is a registered investment advisor at Silverback Capital Management, based in Sunnyvale, CA, with 3 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4 clients with $1.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silverback Capital Management charges a fee based on your portfolio's performance. You'll pay 2% of your portfolio's value each year, plus 20% of any increase in value. If your portfolio loses money, you won't pay the 20% performance fee until it reaches its previous high value. These fees are negotiable.
Location
Sunnyvale, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carlos is the co-founder and CEO of Artera, a medical software company, where he is employed full-time. He is also the founder and CEO of Silverback Algorithms, a one-person software company, where he is the sole owner and operator.
Employment History
Current Registrations
Silverback Capital Management
State Registrations1 state
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