Silverwood Partners
Firm details
- Headquarters
- Sherborn, Massachusetts
- CRD number
- 115589
- Registered since
- December 10, 2001
- Website
- silverwoodpartners.com
Firm profile
FINTRXOverview
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
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
DirectorCRD 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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