DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S••••••••• C•••••• P•••••••
Legal name S••••••••• M••••••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Dec 9, 2016 · 16 filings
SEC status approved since Jan 3, 2017
RAUM
$7.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
38
38 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
24
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$7.2B as of Mar 31, 2026
Mar 29, 2018$1.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20180 then
Employees (5.A)38 as of Mar 31, 2026
Mar 29, 201813 then
Private funds24 as of Mar 31, 2026
Mar 29, 20186 then
RAUM +36% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $298MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +36%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $7.2B, 24 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$7.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 24reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $7.2B for 24 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
21 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S••••••••• C•••••• P••••••• I•••• L••• | Private Equity Fund | $870M | 58 | Mar 30, 2023 |
| S••••••••• C•••••• P••••••• I••• L• | Private Equity Fund | $869M | 41 | Mar 29, 2018 |
| S••••••••• C•••••• P••••••• I•• L• | Private Equity Fund | $859M | 38 | Sep 29, 2015 |
| S••••••••• C•••••• P••••••• I••••• L••• | Private Equity Fund | $601M | 47 | Mar 31, 2021 |
| S••••••••• C•••••• P••••••• I••• L• | Private Equity Fund | $384M | 23 | Mar 29, 2018 |
| S••••••••• C•••••• P••••••• I•••• L••• | Private Equity Fund | $376M | 37 | Mar 30, 2023 |
| S••••••••• C•••••• P••••••• I•• L• | Private Equity Fund | $311M | 17 | Sep 29, 2015 |
| S••••••••• C•••••• P••••••• I••••• L••• | Private Equity Fund | $270M | 33 | Mar 31, 2021 |
| S••••••••• C•••••• P••••••• I••• L• | Private Equity Fund | $87.0M | 48 | Mar 29, 2018 |
| S••••••••• C•••••• P••••••• I•• L• | Private Equity Fund | $78.6M | 63 | Sep 29, 2015 |
| S••••••••• C•••••• P••••••• I•••• L••• | Private Equity Fund | $74.5M | 71 | Mar 30, 2023 |
| S••••••••• C•••••• P••••••• I••••• L••• | Private Equity Fund | $64.1M | 64 | Mar 31, 2021 |
| S••••••••• G• C•••••••• I•• L••• | Private Equity Fund | $21.7M | 10 | Mar 30, 2023 |
| S••••••••• F• C••••••••• L••• | Private Equity Fund | $19.5M | 14 | Mar 30, 2023 |
| S••••••••• C•••••••• L••• | Private Equity Fund | $17.6M | 7 | Mar 30, 2020 |
| S••••••••• A•• C••••••••• L••• | Private Equity Fund | $14.4M | 9 | Mar 30, 2023 |
| A• C•••••••• L•• | Private Equity Fund | $13.7M | 6 | Mar 31, 2022 |
| T•• C••••••••• L•• | Private Equity Fund | $7.0M | 14 | Mar 31, 2022 |
| S••••••••• G• C•••••••• I••• L••• | Private Equity Fund | $5.9M | 14 | Mar 31, 2021 |
| Z•••• C•••••••• L•• | Private Equity Fund | $1.7M | 16 | Mar 30, 2023 |
| B•••• C•••••••• L•• | Private Equity Fund | $278,820 | 1 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• J••••••• R••• · Managing Partnercontrolsince 03/2015 · owns 25% to 50%
- M••••••• T•••• A••••• · Managing Partnercontrolsince 03/2015 · owns 25% to 50%
- Q••••••••• J••••• J••• · Managing Partnercontrolsince 03/2015 · owns 25% to 50%
- U•••••••• R•••••• A•••••• · Chief Compliance Officer And Chief Financial Officercontrolsince 04/2022 · owns less than 5%
- W•••••• L•••• F•••••• · Managing Partner And Chief Operating Officercontrolsince 03/2015 · owns 5% to 10%
- C•••••• J••••••• R••• · Manager And Membercontrolsince 03/2015 · owns 25% to 50% of S••••••••• M••••••••• G•• L••
- M••••••• T•••• A••••• · Manager And Membercontrolsince 03/2015 · owns 25% to 50% of S••••••••• M••••••••• G•• L••
- Q••••••••• J••••• J••• · Manager And Membercontrolsince 03/2015 · owns 25% to 50% of S••••••••• M••••••••• G•• L••
- W•••••• L•••• F•••••• · Manager And Membercontrolsince 03/2015 · owns 25% to 50% of S••••••••• M••••••••• G•• L••
Entity owners
- S••••••••• M••••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- S••••••••• P••••••• I• G•• L•••pooled vehicle sponsorn
- S••••••••• P••••••• I• G•• L•••pooled vehicle sponsorn
- S••••••••• P••••••• I•• G•• L•••pooled vehicle sponsorn
- S••••••••• P••••••• I• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 21 to 24Mar 28, 2025 to Mar 31, 2026
- Pooled vehicle clients · 21 to 24Mar 28, 2025 to Mar 31, 2026
- Assets in custody · $5.3B to $7.2BMar 28, 2025 to Mar 31, 2026
- Private funds · 21 to 24Mar 28, 2025 to Mar 31, 2026
- Discretionary RAUM · $5.3B to $7.2BMar 28, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $5.3B to $7.2BMar 28, 2025 to Mar 31, 2026
- RAUM · $5.3B to $7.2BMar 28, 2025 to Mar 31, 2026
- Advisory employees · 35 to 38Mar 29, 2024 to Mar 28, 2025
- Assets in custody · $4.9B to $5.3BMar 29, 2024 to Mar 28, 2025
- Employees · 35 to 38Mar 29, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 28, 2025
- Discretionary RAUM · $4.9B to $5.3BMar 29, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $4.9B to $5.3BMar 29, 2024 to Mar 28, 2025
- RAUM · $4.9B to $5.3BMar 29, 2024 to Mar 28, 2025
- Advisory employees · 26 to 35May 2, 2023 to Mar 29, 2024
- Assets in custody · $4.8B to $4.9BMay 2, 2023 to Mar 29, 2024
- Employees · 26 to 35May 2, 2023 to Mar 29, 2024
- Discretionary RAUM · $4.8B to $4.9BMay 2, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $4.8B to $4.9BMay 2, 2023 to Mar 29, 2024
- RAUM · $4.8B to $4.9BMay 2, 2023 to Mar 29, 2024
- Accounts · 14 to 21Apr 27, 2022 to Mar 30, 2023
- Advisory employees · 28 to 26Apr 27, 2022 to Mar 30, 2023
- Pooled vehicle clients · 14 to 21Apr 27, 2022 to Mar 30, 2023
- Assets in custody · $3.8B to $4.8BApr 27, 2022 to Mar 30, 2023
- Employees · 28 to 26Apr 27, 2022 to Mar 30, 2023
- Private funds · 14 to 21Apr 27, 2022 to Mar 30, 2023
- Discretionary RAUM · $3.8B to $4.8BApr 27, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $3.8B to $4.8BApr 27, 2022 to Mar 30, 2023
- RAUM · $3.8B to $4.8BApr 27, 2022 to Mar 30, 2023
- Accounts · 11 to 14Mar 31, 2021 to Mar 31, 2022
- Advisory employees · 22 to 28Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 11 to 14Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $2.2B to $3.8BMar 31, 2021 to Mar 31, 2022
- Employees · 22 to 28Mar 31, 2021 to Mar 31, 2022
- Private funds · 11 to 14Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $2.2B to $3.8BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $2.2B to $3.8BMar 31, 2021 to Mar 31, 2022
- RAUM · $2.2B to $3.8BMar 31, 2021 to Mar 31, 2022
- Accounts · 7 to 11Apr 24, 2020 to Mar 31, 2021
- Advisory employees · 16 to 22Apr 24, 2020 to Mar 31, 2021
Signals
7 dated events
- S••••••••• C•••••• P••••••• reported RAUM $7.2B, up 36% from $5.3B (2025-03-28 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- S••••••••• C•••••• P••••••• reported RAUM $4.8B, up 26% from $3.8B (2022-04-27 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Alberto Rafael Urdaneta (Chief Compliance Officer And Chief Financial Officer) appeared on Schedule A of S••••••••• C•••••• P•••••••Apr 27, 2022 · Control person joined · fact
- S••••••••• C•••••• P••••••• reported RAUM $3.8B, up 73% from $2.2B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- S••••••••• C•••••• P••••••• reported RAUM $2.2B, up 43% from $1.5B (2020-04-24 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- S••••••••• C•••••• P••••••• reported RAUM $1.1B, up 154% from $447.6M (2016-12-09 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- S••••••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)Dec 9, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S••••••••• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- S••••••••• C•••••• P••••••• · Private Equityshared crd · organization
- S••••••••• C•••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/silversmith-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- S•••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-670-4300reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026