Silvercoast Partners Ag is an adviser based in 8832 Wilen. It manages $1.5 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Connecticut.
Silvercoast Partners Ag provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Silvercoast Partners Ag is $1.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -95% since the beginning of its operation, and $1.5 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Silvercoast Partners Ag for their services and products based on a percentage of assets under management. 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.
The only and largest group of clients of Silvercoast Partners Ag is individuals with 2 clients and $1.5 million of assets under management. Among the 3 most similar advisory firms, Silvercoast Partners Ag has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.5 million for 2 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Silvercoast Partners Ag doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Silvercoast Partners Ag performs its advisory services is located at Speerstrasse 12 B, 8832 Wilen, 8832, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 0041 44 787 6460 or by fax 0041 44 787 6469. The normal business hours are 8 am to 5 pm (gmt +2) on Monday - Friday. You can find more information about the New York firm at silvercoastpartners.com.