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SEC-registered adviser

S••• C•••••• M••••••••• L••

Asset manager (funds and pooled vehicles)Greenwich, ConnecticutCRD 296281SEC 801-132591websiteIAPD
Latest filing Mar 26, 2026
First filing on the tape Apr 30, 2025 · 3 filings
SEC status approved since May 2, 2025
RAUM
$158M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
15
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$158M as of Mar 26, 2026
Apr 30, 2025$155M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Apr 30, 20250 then
Employees (5.A)4 as of Mar 26, 2026
Apr 30, 20256 then
Private funds15 as of Mar 26, 2026
Apr 30, 202514 then
RAUM +1.6% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$6.9MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+1.6%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$154M, 23 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • an independent public accountant performs a surprise examination (9.C.1)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$158M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
23reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
$154M for 23 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • C•••••• J•••• R•••••• · Chief Compliance Officercontrol
        since 12/2005 · owns less than 5%
      • H•••••• C••••• R••••• · Managing Membercontrol
        since 12/2005 · owns 50% to 75%
      • H•••••• R••••• K••••• · Managing Partnercontrol
        since 12/2005 · owns 50% to 75%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 27 to 23
        Sep 22, 2025 to Mar 26, 2026
      • Advisory employees · 6 to 4
        Sep 22, 2025 to Mar 26, 2026
      • BD registered reps · 4 to 1
        Sep 22, 2025 to Mar 26, 2026
      • Pooled vehicle clients · 27 to 23
        Sep 22, 2025 to Mar 26, 2026
      • Assets in custody · $152M to $154M
        Sep 22, 2025 to Mar 26, 2026
      • Employees · 6 to 4
        Sep 22, 2025 to Mar 26, 2026
      • Private funds · 14 to 15
        Sep 22, 2025 to Mar 26, 2026
      • Discretionary RAUM · $155M to $158M
        Sep 22, 2025 to Mar 26, 2026
      • Pooled vehicle RAUM · $155M to $158M
        Sep 22, 2025 to Mar 26, 2026
      • RAUM · $155M to $158M
        Sep 22, 2025 to Mar 26, 2026
      • Related adviser · true to false
        Sep 22, 2025 to Mar 26, 2026
      • Financial planning clients · 0 to 0
        Apr 30, 2025 to Sep 22, 2025
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      LINKEDIN.COM/COMPANY/THESILVERFERNGROUPreportedpublic record, Form ADV, Mar 26, 2026
      Website
      w••.s••••••.comreportedpublic record, Form ADV, Mar 26, 2026
      Principal office phone
      203-542-2870reportedpublic record, Form ADV, Mar 26, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026