Silver Pine Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,800,000
Total clients
169
27% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
56
Average account size
$330,178
About
Silver Pine Capital serves individual and institutional clients, including accredited investors, through discretionary portfolio management and ongoing financial planning. The firm delivers customized separately managed accounts and provides services such as asset allocation, manager selection, portfolio risk assessments, and option-overlay strategies.
Silver Pine employs a value-oriented, fundamental investment process that emphasizes bottom-up stock selection for its Small-Mid and All Cap strategies and combines top-down macro analysis with bottom-up research for its hedged strategies. Portfolios are diversified across equities, fixed income and alternative assets, and hedged accounts may use an active covered‑call overlay to generate premium income and dampen downside volatility.
Notably, Silver Pine offers performance‑based fee arrangements for eligible clients — a feature that is uncommon among peers of similar size — and has documented compliance procedures (including order batching and regular trading reviews) to mitigate conflicts that can arise from mixed fee structures. The firm manages client assets through third‑party custodians, offers an ETF-only option for smaller accounts, and provides regular reporting and supervisory reviews.
Client services
Expertise
Fee options
$0 - $200,000: 1.25% $200,000+: 2.0% (generally for larger accounts, negotiable) $0+: 1.0%-2.0% negotiable based on portfolio size
20% performance-based fee combined with 1.0%-1.5% AUM fee for accredited investors in equity long only and hedged portfolios, fees negotiable
Financial planning subscription $4,200-$15,000 annually, billed monthly
Fee-only: Financial planning subscription fees $4,200-$15,000 annually, billed monthly, negotiable based on client income, assets, and complexity
Main office location
Silver Pine Capital, LLC
5 West Mill Street, 5
Medfield MA 02052, United States
Number of offices
1
Most active in
Connecticut · Massachusetts · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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