Silverwood Partners
Firm details
- Headquarters
- Sherborn, Massachusetts
- CRD number
- 115589
- Registered since
- December 10, 2001
- Website
- silverwoodpartners.com
Firm profile
FINTRXOverview
Silverwood Partners is an SEC-registered limited liability company that operates as an investment bank. The firm registered with the SEC in 2001 and is owned by an individual. Public disclosures classify Silverwood Partners as an investment bank rather than a traditional asset manager: it is not identified as a capital allocator, is not flagged as an active ESG investor, and does not report multi-state adviser status or pension consulting activity. Information on specific advisory services, fee schedules, client mix, or business lines was not supplied in the available snapshot.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6
Carl Serra
FinOpCRD 3179039
Jonathan Hodsonwalker
Managing PartnerCRD 1991163
Charles Slotkin
Managing DirectorCRD 2595015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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