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 available data as an investment bank. The firm has been SEC-registered since 2001 and is owned by an individual. The public record provided here contains minimal descriptive material about the firm's day-to-day advisory or capital-allocation activities. The firm does not identify itself as an active ESG investor, nor does it report multi-state adviser status, pension consulting, or related-adviser relationships. Core business activities, advisory offerings, fee structure and client segmentation were not disclosed in the materials supplied.

Assets & Accounts

Investments & Alternatives

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
  • Carl Serra

    Carl Serra

    DirectorCRD 3179039

  • Jonathan Hodsonwalker

    Jonathan Hodsonwalker

    Managing PartnerCRD 1991163

  • Charles Slotkin

    Charles Slotkin

    Managing DirectorCRD 2595015

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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