Silverwood Partners

Broker-DealerFINRA Member
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 data as an investment bank. The firm is owned by an individual and has provided minimal public disclosure about its business or advisory activities. The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. No client segments, fee schedules, or specific investment focuses were supplied.

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
  • 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