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Silver Bridge Capital Management LLC (Boston)


Silver Bridge Capital Management LLC is a large advisory firm based in Boston. It manages $2.15 billion of regulatory assets for 1,925 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

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Silver Bridge Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and custodial services; consultations. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Silver Bridge Capital Management: assets under management

The assets under management (AUM) of Silver Bridge Capital Management LLC is $2.15 billion. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.89 billion in discretionary accounts and $265.13 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.08 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.47 million.
Silver Bridge Capital Management has custody of $1.64 billion in cash and securities for 495 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Silver Bridge Capital Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Wilmer Cutler Pickering Hale And Dorr Llp Member 1 Nov 2007 75% - 100% 04-1409810
John Mcmahon Westcott Elected manager 1 Jun 2009 Other 4323615
Stephen Emanuel Prostano Elected manager 1 Jun 2009 Other 2993748
Reed Thomas Manning Elected manager 1 Jun 2009 Other 4710363
Anthony William Caporizzo Elected manager 1 Jun 2009 Other 5697728
Jennifer Clark Snyder Elected manager 1 Jun 2009 Other 5697729
Sarah Rothermel Director 1 Nov 2012 Other 6146288

Based in Boston

The principal office where Silver Bridge Capital Management LLC performs its advisory services is located at 255 State Street, Boston, MA 02109, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-502-9444 or by fax 617-502-9422. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.silverbridgeadv.com.


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