Silverwood Partners

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Sherborn, Massachusetts
CRD number
115589
Registered since
December 10, 2001

Firm profile

FINTRX

Overview

Silverwood Partners is organized as a limited liability company and is classified in the dataset as an investment bank. The firm is individually owned and has been SEC-registered since 2001. FINTRX flags it as not acting as a capital allocator and not participating as an active ESG investor. It is also not identified as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the available record. The public data set contains no granular descriptions of its advisory activities, fee schedule, or client segments. The reporting available suggests Silverwood operates more as a boutique investment-banking entity than as a traditional wealth manager with discretionary client assets.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Charles Slotkin

    Charles Slotkin

    Managing DirectorCRD 2595015

  • Benjamin Hodson-Walker

    Benjamin Hodson-Walker

    Investment Banking AnalystCRD 7820763

  • Jonathan Hodsonwalker

    Jonathan Hodsonwalker

    Managing PartnerCRD 1991163

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sherborn, MA

Middlesex

Location

Sherborn, MA

Headquartered in Sherborn, 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
Middlesex
Address
Pl Pleasant St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth