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Reeta Kapani Holmes

SILVERFERN CAPITAL MANAGEMENT, LLC·GREENWICH, Connecticut
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777 W. PUTNAM AVE., GREENWICH, CT 06830CRD# 2418753Firm CRD# 160308
01

About

Reeta Kapani 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# 2418753
Firm CRD# 160308
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Reeta Kapani Holmes offer?
Reeta Kapani Holmes specializes in Retirement Planning, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are Reeta Kapani Holmes's credentials?
Reeta Kapani Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Reeta Kapani Holmes located?
Reeta Kapani 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 Reeta Kapani Holmes charge for services?
Reeta Kapani 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.
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Other Advisors at SILVERFERN CAPITAL MANAGEMENT, LLC

Clive Robert Holmes
GREENWICH, CT
John Richard Cattau
GREENWICH, CT

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