Silvercrest Asset Management Group LLC

RIASEC RegisteredEst. 2002

Total AUM

$28.3B

Discretionary

$23.8B

84% of AUM

Avg account

$23.5M

Accounts

1,205

Employees

175

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 118333
Registered since: March 19, 2002
Website: www.silvercrestgroup.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI66.84%
Pension & Profit Sharing Plans11.16%
Investment Companies10.99%
Charitable Organizations4.63%
State / Municipal Government3.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Silvercrest Asset Management Group LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2002. The firm functions as a capital allocator for both individuals/families and institutional clients, offering financial planning and portfolio management across individual, pooled-vehicle and institutional mandates. Its service set includes selection of external managers and sponsor/GP roles for pooled vehicles; regulatory filings list activity as a commodity pool operator/commodity trading adviser in addition to traditional advisory services. Fee arrangements are multi-part: percentage of AUM, fixed fees and performance-based fees are used depending on the mandate. Silvercrest identifies as an active ESG investor. The firm has been recognized in industry rankings repeatedly, including appearances on Barron’s Top 100 RIA lists (multiple years, 2021–2025) and listings from Financial Times, FA Magazine, Forbes and CNBC across recent years.