Silver Capital Management, LLC

Fee-Only (% of Portfolio)

Silver Capital Management provides investment advice, primarily managing investments for private investment funds and separately managed accounts. They invest in a variety of securities and financial instruments, both domestic and foreign. Their approach focuses on long-term capital appreciation through asset allocation and security selection, adjusting positions based on market changes. They generally do not permit investors in their private funds to impose limitations on investment activities.

Assets Under Management$47M
Clients42
AdvisorsN/A
Avg. per Client$1.1M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

This fee applies to retail and institutional accounts. Private investment funds are charged 1% of assets under management and a performance fee of 20% of net profits, subject to a high-water mark.

Fee Estimator
Your Portfolio Value
$500K
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Silver Capital Management, LLC | TrueAdvisor