Silvercrest Asset Management Group Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 118333
· SEC file 801-61004
· New York, NY
· www.youtube.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $28.3B
- Discretionary
- $23.8B
- Clients
- 1,205
- Avg AUM / client
- $23.5M
- Accounts
- 1,205
- Employees
- 175
AUM over time
$9.9B
$36.5B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 2026
Exchange-traded equities
$17.3B
61%
Registered investment companies (funds/ETFs)
$3.1B
11%
State & local bonds
$2.8B
10%
Pooled investment vehicles
$2.0B
7%
US government & agency bonds
$1.4B
5%
Cash & equivalents
$1.1B
4%
Investment-grade corporate bonds
$283M
1%
Other
$283M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1,081 | $18.9B | 66.8% |
| Investment companies | 7 | $3.1B | 11.0% |
| Pooled investment vehicles (non-investment companies) | 3 | $106M | 0.37% |
| Pension and profit sharing plans | 26 | $3.2B | 11.2% |
| Charitable organizations | 50 | $1.3B | 4.63% |
| State or municipal government entities | 11 | $907M | 3.2% |
| Insurance companies | 3 | $267M | 0.94% |
| Corporations and other businesses | 24 | $526M | 1.86% |
Private funds (15)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $554M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Silvercrest Municipal Advantage Master Fund master | Other Private Fund | Delaware | $173M | 3 |
| Silvercrest Municipal Advantage Portfolio S feeder | Other Private Fund | Delaware | $172M | 158 |
| Silvercrest Jefferson Fund Lp | Hedge Fund | Delaware | $84.0M | 29 |
| Silvercrest Hedged Equity Fund, L.P. master | Hedge Fund | Delaware | $48.9M | 9 |
| Silvercrest International Fund, L.P. Master Series | Hedge Fund | Delaware | $29.5M | 48 |
| Silvercrest Jefferson Fund Ltd feeder | Hedge Fund | Cayman Islands | $16.4M | 6 |
| Silvercrest Jefferson Master Fund Lp master | Hedge Fund | Cayman Islands | $16.4M | 1 |
| Silvercrest Hedged Equity Fund (International) Ltd. feeder | Hedge Fund | Cayman Islands | $5.5M | 6 |
| Silvercrest Municipal Advantage Portfolio P feeder | Other Private Fund | Delaware | $3.4M | 6 |
| Silvercrest Municipal Advantage Portfolio A feeder | Other Private Fund | Delaware | $3.2M | 4 |
| Silvercrest Special Situations Fund, L.P. | Hedge Fund | Delaware | $910K | 20 |
| Silvercrest Market Neutral Fund (International) | Hedge Fund | Cayman Islands | $184K | 17 |
| Silvercrest Market Neutral Fund | Hedge Fund | Cayman Islands | $80.8K | 5 |
| Sgofi, L.P. master | Hedge Fund | Cayman Islands | $0 | 0 |
| Silvercrest Global Opportunities Fund (International) Ltd. feeder | Hedge Fund | Cayman Islands | $0 | 0 |
Nonprofit clients
Charities that reported this firm as a top-paid contractor (investment services) on Form 990.
| Charity | Location | Period |
|---|---|---|
| Ferncliff Cemetery Association EIN 130701750 | Hartsdale, NY | 12/31/2024 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cement Masons Pension Trust Fund For Northern California Cement Masons Pension Trust Fund For N.Cal | 2024 | |
| Lumber Employees Local 786 Retirement Fund Trustees Of Lumber Employees 786 Retirement Fund | 2024 | |
| Local Union 786 Building Material Pension Fund Trustees Of Local Union 786 Ibt Material Pension | 2024 | |
| The Shield Institute Pension Plan For Members Of The District Council 1707 Bargaining Unit Shield Of David, Inc. | 2024 | |
| United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan Board Of Trustees, United Food & Commercial Workers Union Local 152 | 2024 | |
| Michiana Area Electrical Workers Pension Fund Board Of Trustees Michiana Area Electrical Workers Pension Fund | 2024 | |
| United Association Local 7 Pension Plan United Association Local 7 Pension Plan | 2024 | |
| Local 786 I.B. Of T. Severance Trust Fund Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund | 2024 | |
| Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd | 2024 | |
| Tuckpointer Local 52 Pension Plan Tuckpointer Local 52 Pension Plan | 2024 | |
| Microsoft Corporation Savings Plus 401 K Plan Microsoft Corporation | 2024 | |
| Freight Drivers And Helpers Local Union No. 557 Pension Plan Board Of Trustees, Freight Drivers And Helpers Local Union No. 557 | 2024 | |
| Norton Rose Fulbright Us Llp Pension Plan Norton Rose Fulbright Us Llp | Houston, TX | 2024 |
| Automotive Industries Pension Plan Board Of Trustees Automotive Industries Pension Plan | 2024 | |
| Nurses And Local 813 Ibt Retirement Plan Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan | Long Island City, NY | 2024 |
| Pension Plan For The Employees Of Shield Of David, Inc. Shield Of David, Inc. D/B/A | 2024 | |
| Truist Financial Corporation Pension Plan Truist Financial Corporation | 2024 | |
| Oregon Retail Employees Pension Plan Board Of Trustees, Oregon Retail Employees Pension | 2024 |
People (38)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Campbell, David, John | Chief Compliance Officer | Nov 2009 (17y) | Less than 5% | |
| Gerard, Scott, Andrew | Chief Financial Officer | Feb 2010 (17y) | Less than 5% | |
| Albert Sebastian Messina | Managing Director | Jan 2013 (14y) | Less than 5% | |
| John Allen Gray | Managing Director | Jan 2013 (14y) | Less than 5% | |
| Hough, Richard, Ralston | Chairman And Chief Executive Officer | Nov 2013 (13y) | Less than 5% | |
| Roger William Vogel | Registered representative | CFA | Jun 2003 (23y) | |
| Theresia Eileen Muller | Registered representative | Apr 2005 (21y) | ||
| Nancy Ellen Higgins | Registered representative | CFP | Jan 2013 (14y) | |
| Jeremiah Milbank | Registered representative | Jan 2013 (14y) | ||
| David H. Taylor | Registered representative | Jan 2013 (14y) | ||
| Ian Warren Smith | Registered representative | Jan 2013 (14y) | ||
| Matthew Arpano | Registered representative | Jan 2013 (14y) | ||
| Peter Ferdinand Tobeason | Registered representative | Jan 2013 (14y) | ||
| Sally Hill Megear | Registered representative | Jan 2013 (14y) | ||
| Todd Neil Kanter | Registered representative | Mar 2013 (13y) | ||
| Judy Ball Morrill | Registered representative | Oct 2013 (13y) | ||
| Alfred Marshall Acuff, Jr. | Registered representative | Mar 2014 (12y) | ||
| Palmer Peebles Garson | Registered representative | Apr 2014 (12y) | ||
| Bart Alexander Johnston | Registered representative | May 2017 (9y) | ||
| Robert Henry Bucher | Registered representative | Apr 2019 (7y) | ||
| Brian Raymond Bies | Registered representative | Aug 2019 (7y) | ||
| Alphonse Ignatius Chan | Registered representative | CFA | Jan 2020 (7y) | |
| Christopher Keith Richey | Registered representative | CFA | Jan 2020 (7y) | |
| Robert Kyungwon Choi | Registered representative | CFA | Jan 2020 (7y) | |
| Brandon Craig Sim | Registered representative | May 2022 (4y) | ||
| Scott Brown | Registered representative | May 2022 (4y) | ||
| William Van Martin | Registered representative | May 2022 (4y) | ||
| William Fuller Gadsden | Registered representative | CFA | Oct 2022 (4y) | |
| Steven Richard Lilly | Registered representative | CFA | Jan 2025 (2y) | |
| Tara Collins | Registered representative | CFP | May 2025 (1y) | |
| Brian Francis Gemino | Registered representative | CFP | May 2025 (1y) | |
| Thomas Moore | Registered representative | CFA | May 2025 (1y) | |
| Jeffrey Paul Nevins | Registered representative | CFA | Sep 2025 (1y) | |
| Roger Thomas Rama | Registered representative | CFA | Sep 2025 (1y) | |
| Stanley Herbert Reese | Registered representative | Oct 2025 (1y) | ||
| Ernest Cruikshank | Registered representative | Jan 2026 (1y) | ||
| Kathelene Lesa Burns | Registered representative | Jan 2026 (1y) | ||
| Carter Vanarsdel Whisnand | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Silvercrest L.P. | Managing Member | Jan 2009 | A | 75% or more |
| Silvercrest Asset Management Group Inc. | General Partner | Jun 2013 | B | GP / trustee / elected manager of Silvercrest L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (15, $554M gross assets)
From Form ADV Section 7.B private fund reporting.
Retirement plans served (18)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cement Masons Pension Trust Fund For Northern California | Cement Masons Pension Trust Fund For N.Cal | 2,920 | $775M | 09/01/2024 |
| Lumber Employees Local 786 Retirement Fund | Trustees Of Lumber Employees 786 Retirement Fund | 141 | $47.2M | 09/01/2024 |
| Local Union 786 Building Material Pension Fund | Trustees Of Local Union 786 Ibt Material Pension | 992 | $394M | 09/01/2024 |
| The Shield Institute Pension Plan For Members Of The District Council 1707 Bargaining Unit | Shield Of David, Inc. | 136 | $2.1M | 07/01/2024 |
| United Food & Commercial Workers Union Local 152 Retail Meat Pension Plan | Board Of Trustees, United Food & Commercial Workers Union Local 152 | 1,488 | $530M | 07/01/2024 |
| Michiana Area Electrical Workers Pension Fund | Board Of Trustees Michiana Area Electrical Workers Pension Fund | 1,392 | $228M | 07/01/2024 |
| United Association Local 7 Pension Plan | United Association Local 7 Pension Plan | 842 | $281M | 06/01/2024 |
| Local 786 I.B. Of T. Severance Trust Fund | Board Of Trustees Of Local 786 I.B. Of T. Severance Trust Fund | 1,164 | $41.0M | 06/01/2024 |
| Bricklayers & Allied Craftworkers, Loc 2, Albany Ny Pension Fund | Bot Bricklayers & Allied Craftworkers,L 2, Albany,Ny Pens Fd | 470 | $128M | 05/01/2024 |
| Tuckpointer Local 52 Pension Plan | Tuckpointer Local 52 Pension Plan | 1,003 | $410M | 05/01/2024 |
| Microsoft Corporation Savings Plus 401 K Plan | Microsoft Corporation | 123,878 | $65.6B | 01/01/2024 |
| Freight Drivers And Helpers Local Union No. 557 Pension Plan | Board Of Trustees, Freight Drivers And Helpers Local Union No. 557 | 148 | $213M | 01/01/2024 |
| Norton Rose Fulbright Us Llp Pension Plan | Norton Rose Fulbright Us Llp | 181 | $498M | 01/01/2024 |
| Automotive Industries Pension Plan | Board Of Trustees Automotive Industries Pension Plan | 2,999 | $2.1B | 01/01/2024 |
| Nurses And Local 813 Ibt Retirement Plan | Board Of Trustees Of Nurses And Local 813 Ibt Retirement Plan | 2,162 | $613M | 01/01/2024 |
| Pension Plan For The Employees Of Shield Of David, Inc. | Shield Of David, Inc. D/B/A | 0 | $0 | 01/01/2024 |
| Truist Financial Corporation Pension Plan | Truist Financial Corporation | 33,167 | $14.7B | 01/01/2024 |
| Oregon Retail Employees Pension Plan | Board Of Trustees, Oregon Retail Employees Pension | 20,731 | $1.1B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Foundations & charities (1)
| Organization | Type | Assets | As of |
|---|---|---|---|
| Ferncliff Cemetery Association | Public charity | $351M | 12/31/2024 |
From IRS Form 990 investment-management-fee disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 3.68 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $7.1B (25% of AUM) Mar 2026
- Pershing $6.7B (24% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗