SILVERSMITH CAPITAL PARTNERS

RIASEC RegisteredEst. 2017
Total AUM
$7.2B
Discretionary
$7.2B
100% of AUM
Avg account
$298M
Accounts
24
Employees
38
Advisory reps
6

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
281620
Registered since
January 3, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Silversmith Capital Partners is organized as a limited partnership and operates as a private equity manager focused on institutional clients. The firm is SEC-registered (since 2017) and typically acts as sponsor, general partner and managing member of pooled investment vehicles rather than as a pure capital allocator. Its advisory work centers on portfolio management for pooled funds, and its compensation includes both a percentage-of-assets component and performance-based fees. The firm identifies itself as an active ESG investor, integrating environmental, social or governance considerations into its approach to private equity investing.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RAFAEL URDANETA

    Chief Financial Officer & Chief Compliance OfficerCRD 7546276

Contacts

3 of 5
  • Jeffrey Crisan

    Co-Founder & Managing PartnerCRD 6565297

  • Todd MacLean

    Co-FounderCRD 6565296

  • JAMES QUAGLIAROLI

    t Co-Founder & Managing PartnerCRD 6026971

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
116 Huntington Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth