THE SILVERFERN GROUP, INC. X-17A-5 (2025-04-10) — Broker-dealer annual report

Full text of THE SILVERFERN GROUP, INC.'s X-17A-5 filed 2025-04-10 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

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{0}------------------------------------------------ **Statement of Financial Condition Pursuant to Rule 17a-5 under the Securities Exchange Act of 1934 December 31, 2024 (With Reports of Independent Registered Public Accounting Firm Thereon)** {1}------------------------------------------------ #### **hE/d^dd^ ^hZ/d/^Ey,E'KDD/^^/KE tĂƐŚŝŶŐƚŽŶ͕͘͘ϮϬϱϰϵ** # **EEh> ZWKZd^ &KZDyͲϭϳͲϱ WZd///** | OMB APPROVAL | | | |--------------------------|--|--| | OMB Number: 3235Ͳ0123 | | | | Expires: EŽǀ. 3Ϭ, 202ϲ | | | | Estimated average burden | | | | hours per response: | | | SEC FILE NUMER 8Ͳ65167 | &/E'W' | | |-------------------------------------------------------------------------------------------|--| | /ŶĨŽƌŵĂƚŝŽŶZĞƋƵŝƌĞĚWƵƌƐƵĂŶƚƚŽZƵůĞƐϭϳĂͲϱ͕ϭϳĂͲϭϮ͕ĂŶĚϭϴĂͲϳƵŶĚĞƌƚŚĞ^ĞĐƵƌŝƚŝĞƐdžĐŚĂŶŐĞĐƚŽĨϭϵϯϰ | | | | | | &/>/E'&KZd,WZ/K'/EE/E' | | 01/01/24 | EE/E' | 12/31/24 | | | |------------------------|-------------------|----------------|-------|----------|--|--| | | | DDͬͬzz | | DDͬͬzz | | | | ͘ Z'/^dZEd/Ed/&/d/KE | | | | | | | | EDK&&/ZD | The<br>Silverfern | Group,<br>Inc. | | | | | dzWK&Z'/^dZEd;ĐŚĞĐŬĂůůĂƉƉůŝĐĂďůĞďŽdžĞƐͿ ܆ %URNHUGHDOHU տ6HFXULW\EDVHGVZDSGHDOHU տ0DMRUVHFXULW\EDVHGVZDSSDUWLFLSDQW տ&KHFNKHUHLIUHVSRQGHQWLVDOVRDQ27&GHULYDWLYHVGHDOHU X Z^^K&WZ/E/W>W>K&h^/E^^͗;ŽŶŽƚƵƐĞĂW͘K͘ďŽdžŶŽ͘ | 777<br>W. | Putnam | Avenue, | Suite<br>300 | |-----------|--------|---------|--------------| |-----------|--------|---------|--------------| | | ;EŽ͘ĂŶĚ^ƚƌĞĞƚͿ | | | |-------------------------------|------------------------------------------------------------------------------|--------------------------------|--------| | Greenwich | CT | | 06830 | | ŝƚLJ | ^ƚĂƚĞ | | ;ŝƉŽĚĞ | | | WZ^KEdKKEddt/d,Z'ZdKd,/^&/>/E' | | | | KATHY<br>EFREM | (212)<br>897-1686 | kefrem@integratedsolutions.com | | | EĂŵĞ | ƌĞĂŽĚĞʹdĞůĞƉŚŽŶĞEƵŵďĞƌͿ | ŵĂŝůĚĚƌĞƐƐͿ | | | | ͘ KhEdEd/Ed/&/d/KE | | | | YSL<br>&<br>Associates<br>LLC | /EWEEdWh>/KhEdEdǁŚŽƐĞƌĞƉŽƌƚƐĂƌĞĐŽŶƚĂŝŶĞĚŝŶƚŚŝƐĨŝůŝŶŐΎ | | | | | EĂŵĞʹŝĨŝŶĚŝǀŝĚƵĂů͕ƐƚĂƚĞůĂƐƚ͕ĨŝƌƐƚ͕ĂŶĚŵŝĚĚůĞŶĂŵĞ | | | | 11<br>Broadway,<br>Suite | 700<br>NEW<br>YORK | NY | 10004 | | ĚĚƌĞƐƐ | ŝƚLJ | ^ƚĂƚĞ | ŝƉŽĚĞͿ | | 6/6/2006 | | 2699 | | | | ĂƚĞŽĨZĞŐŝƐƚƌĂƚŝŽŶǁŝƚŚWKͿ;ŝĨĂƉƉůŝĐĂďůĞͿ<br>WKZĞŐŝƐƚƌĂƚŝŽŶEƵŵďĞƌ͕ŝĨĂƉƉůŝĐĂďůĞͿ | | | | | &KZK&&//>h^KE>z | | | Ύ ůĂŝŵƐĨŽƌĞdžĞŵƉƚŝŽŶĨƌŽŵƚŚĞƌĞƋƵŝƌĞŵĞŶƚƚŚĂƚƚŚĞĂŶŶƵĂůƌĞƉŽƌƚƐďĞĐŽǀĞƌĞĚďLJƚŚĞƌĞƉŽƌƚƐŽĨĂŶŝŶĚĞƉĞŶĚĞŶƚƉƵďůŝĐ ĂĐĐŽƵŶƚĂŶƚŵƵƐƚďĞƐƵƉƉŽƌƚĞĚďLJĂƐƚĂƚĞŵĞŶƚŽĨĨĂĐƚƐĂŶĚĐŝƌĐƵŵƐƚĂŶĐĞƐƌĞůŝĞĚŽŶĂƐƚŚĞďĂƐŝƐŽĨƚŚĞĞdžĞŵƉƚŝŽŶ͘^ĞĞϭϳ &ZϮϰϬ͘ϭϳĂͲϱ;ĞͿ;ϭͿ;ŝŝͿ͕ŝĨĂƉƉůŝĐĂďůĞ͘ **WĞƌ…

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