Chief Compliance Officer and Chief Financial Officer · Silversmith Capital Partners
Rafael A. Urdaneta
CRD 7546276 · Named on Form ADV at one SEC-registered adviser
At a glance
Silversmith Capital Partners, an SEC-registered private fund adviser based in Boston, MA with $7.2 billion in regulatory assets, lists Rafael A. Urdaneta on its Form ADV as Chief Compliance Officer and Chief Financial Officer, a control person.
Firms and roles
- Silversmith Capital PartnersChief Compliance Officer and Chief Financial OfficerPrivate fund adviser · Boston, MA · $7.2B in regulatory assets
AtlasMembers
Rafael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Lori F. WhelanManaging Partner and Chief Operating Officer, Silversmith Capital Partners
- Todd A. MacLeanManaging Partner, Silversmith Capital Partners
- Jeffrey R. CrisanManaging Partner, Silversmith Capital Partners
- James J. QuagliaroliManaging Partner, Silversmith Capital Partners
- Srikant M. RaoManaging Partner, Silversmith Capital Partners
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rafael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.