AdvisorOS Directory
Claim Profile
CH

Clive Robert Holmes

SILVERFERN CAPITAL MANAGEMENT, LLC·GREENWICH, Connecticut
Unclaimed Profile
777 W. PUTNAM AVE., GREENWICH, CT 06830CRD# 2275426Firm CRD# 160308
01

About

Clive Robert Holmes is a registered financial advisor based in GREENWICH, Connecticut, affiliated with SILVERFERN CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SILVERFERN CAPITAL MANAGEMENT, LLC
SILVERFERN CAPITAL MANAGEMENT, LLC
AUM
$204M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SILVERFERN CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: COMPENSATION BASED ON A PERCENTAGE OF COMMITTED CAPITAL
Regulatory
SEC/IARD CRD# 2275426
Firm CRD# 160308
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWICH?

Browse all registered financial advisors in GREENWICH, Connecticut or claim this profile if it's yours.

Browse GREENWICH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Clive Robert Holmes offer?
Clive Robert Holmes specializes in Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Clive Robert Holmes's credentials?
Clive Robert Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clive Robert Holmes located?
Clive Robert Holmes is based in GREENWICH, Connecticut, working with SILVERFERN CAPITAL MANAGEMENT, LLC. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does Clive Robert Holmes charge for services?
Clive Robert Holmes's firm is compensated through percentage of aum, performance-based fees, other: compensation based on a percentage of committed capital. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SILVERFERN CAPITAL MANAGEMENT, LLC?
SILVERFERN CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at SILVERFERN CAPITAL MANAGEMENT, LLC

Reeta Kapani Holmes
GREENWICH, CT
John Richard Cattau
GREENWICH, CT

More Advisors in GREENWICH, Connecticut

Alexander Charles Frank
FIFTH STREET MANAGEMENT LLC·GREENWICH, CT
Ivelin Mitkov Dimitrov
FIFTH STREET MANAGEMENT LLC·GREENWICH, CT
Patrick Francis Conroy
T2 ADVISERS, LLC·GREENWICH, CT
Steven Matthew Noreika
FIFTH STREET MANAGEMENT LLC·GREENWICH, CT
Charles Morgan Royce
OXFORD SQUARE MANAGEMENT, LLC·GREENWICH, CT
Saul Barak Rosenthal
OXFORD SQUARE MANAGEMENT, LLC·GREENWICH, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)FARMINGTON (67)
City Guides
STAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile