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 listed in FINTRX as having first registered with the SEC in 2001. The platform classifies the firm as an investment bank and indicates individual ownership. FINTRX flags the firm as not operating as a capital allocator and not positioning itself as an active ESG investor. It is also marked as not a multi-state adviser, not a pension consultant, and not a related adviser. Details that typically describe client focus and service offerings—such as client types, fee schedules, core business activities, and specific advisory services—were not provided in the FINTRX entry for this firm.

Assets & Accounts

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
  • 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

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