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SILVERSMITH CAPITAL PARTNERS

BOSTON, MA · CRD 281620 · IAPD ↗ · silversmithcapital.com · 617-670-4300

$7.16BRegulatory AUM
38Advisory reps
38Employees
0Clients
n/aPlanning clients
24Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — SILVERSMITH CAPITAL PARTNERS reported RAUM up 36% ($5.28B -> $7.16B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2024 — SILVERSMITH CAPITAL PARTNERS grew from 26 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.