SFP
Sherwood Financial Partners LLC Portfolio
Invests via Sherwood Financial Partners LLC | Managed by Matthew Davis, Hannah Boundy
Invests via Sherwood Financial Partners LLC
Managed by Matthew Davis, Hannah Boundy
Automatically Tracked
Company Profile
Boutique investment bank focused on M&A advisory, capital raising and strategic advisory for middle-market clients across financial services and fintech. Sherwood Financial Partners LLC leverages senior banking experience to advise on sell-side and buy-side transactions, capital structure optimization and growth financings. The firm positions itself as a sector-focused advisor delivering execution, valuation insight and access to strategic and institutional buyers.
Boutique investment bank focused on M&A advisory, capital raising and strategic advisory for middle-market clients across financial services and fintech. Sherwood Financial Partners LLC leverages senior banking experience to advise on sell-side and buy-side transactions, capital structure optimization and growth financings. The firm positions itself as a sector-focused advisor delivering execution, valuation insight and access to strategic and institutional buyers.
Investment Philosophy & Strategy
Centers on sector-specialist advisory and selective principal investing to unlock value in middle-market financial services and fintech. Pursues deal-led capital deployment that complements M&A advisory — preferring minority growth positions, structured financings, and SPV co-investments that reinforce client outcomes. Underwrites opportunities with a valuation-driven, outcome-oriented lens, prioritizing recurring revenue models, regulatory defensibility, and scalable technology. Balances short-to-medium transactional time horizons with disciplined downside protection and exit-aware structuring to maximize strategic buyer interest.
Centers on sector-specialist advisory and selective principal investing to unlock value in middle-market financial services and fintech. Pursues deal-led capital deployment that complements M&A advisory — preferring minority growth positions, structured financings, and SPV co-investments that reinforce client outcomes. Underwrites opportunities with a valuation-driven, outcome-oriented lens, prioritizing recurring revenue models, regulatory defensibility, and scalable technology. Balances short-to-medium transactional time horizons with disciplined downside protection and exit-aware structuring to maximize strategic buyer interest.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
20.64%
Gain -0.52%
Monthly
1.1%
Yearly
14.1%
Drawdown
11.86%
$123.86M
Equity
Holdings
$123.86M
Investment
$101.49M
$23.17M
Profit -$703,994.28
Realized
$798,290.75
Unrealized
$22.37M
Dividends
$3.57M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$703,994.28
Win %
75%
This Week
Compared To Last Week
Gain
-0.04%
Profit
-$45,274.51
Win %
75%
This Month
Compared to last month
Gain
-0.04%
Profit
-$45,274.51
Win %
75%
This Year
Compared to last year
Gain
6.2%
Profit
$7.25M
Win %
80%
No Data
NVDA NVIDIA Corporation
-3.55%
-$11,000.88 
AAPL Apple Inc.
-1.58%
-$4,397.35 
SCHE Schwab Emerging Markets Equity ETF
-1.47%
-$117,003.32 
SCHF Schwab International Equity ETF
-0.91%
-$175,856.67 
SCHX Schwab U.S. Large-Cap ETF
-0.75%
-$308,853.9 
VOO Vanguard S&P 500 ETF
-0.71%
-$8,207.1 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$70,271.46 
SCHM Schwab U.S. Mid-Cap ETF
-0.03%
-$4,955.43 Events
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Dividends
Dividend Analysis
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| Trades 41 | Longs Won 34/41 82% | Profit Factor 367.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.76M |
| Average Win $683,278.75 | Best Trade (Jun 02) $9.13M | Sharpe Ratio -41.01 |
| Average Loss -$9,025.28 | Worst Trade (Jun 29) -$25,970.95 | Z-Score 4.5 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 3d | Expectancy $565,080.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.86% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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