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SILVERFERN CAPITAL MANAGEMENT, LLC
SILVERFERN CAPITAL MANAGEMENT, LLC
GREENWICH, Connecticut
·
3 registered advisors
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CRD# 160308
SEC# 801-73113
0
203-542-2870
01
Firm Overview
AUM
$204M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
Other: COMPENSATION BASED ON A PERCENTAGE OF COMMITTED CAPITAL
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at SILVERFERN CAPITAL MANAGEMENT, LLC
3 registered advisors
Clive Robert Holmes
GREENWICH, Connecticut
CRD# 2275426
John Richard Cattau
GREENWICH, Connecticut
CRD# 1677637
Reeta Kapani Holmes
GREENWICH, Connecticut
CRD# 2418753
05
Office Locations
GREENWICH, Connecticut
3 advisors
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Data sourced from SEC Form ADV filings. SILVERFERN CAPITAL MANAGEMENT, LLC (CRD# 160308) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.