Private Investment Firm

Silverberg Bernstein Capital Management LLC

Investment Details

Investor Type
Private Investment Firm

Asset Class Focus
Equities, Diversified Holdings

Stage Focus
Growth, Late Stage

Geographical Focus
United States

Industries Focus

  • Financial Services
  • Technology
  • Healthcare

Investment Size:
1,000,000 to 50,000,000 USD

Investor Details

Silverberg Bernstein Capital Management LLC is a private investment firm based in Armonk, New York, focusing on providing personalized portfolio management services to high-net-worth individuals. The firm manages approximately $173 million in assets, offering tailored investment strategies that emphasize discretionary asset management with exposure to equities and diversified holdings.

The firm's investment approach is centered on value investing, aiming to guide clients through prudent investment decisions by leveraging deep market knowledge and tailored advisory services. This strategy ensures that portfolios are aligned with client objectives and risk tolerance, with a particular emphasis on sectors such as technology, healthcare, and financial services.

Founded in 2023 by Jeffrey Bernstein and Irwin Silverberg, Silverberg Bernstein Capital Management LLC has demonstrated a commitment to value investing. The firm has increased its stake in companies like Transact Technologies Inc., reflecting confidence in their growth potential. This strategic move highlights the firm's dedication to enhancing its portfolio with a focus on value investing, ensuring that client investments are managed with a long-term perspective and a focus on sustainable growth.

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