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 has been SEC-registered since 2001. The firm is classified in the dataset as an investment bank and is owned by an individual. The record indicates it is not a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser. The source provides no granular descriptions of fee models, advisory services, or client segments, and there are no details that would characterize it as a traditional asset manager with discretionary client mandates.

Assets & Accounts

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

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

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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

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