SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Silvercrest Asset Management Group LLC
New York, NY
CRD 118333
Firm filing updated March 31, 2026 ·
- $28.3BAssets
- 92Advisory staff
- 1,205Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals1,081
- Charities50
- Pension and profit sharing plans26
- Corporations or other businesses24
- State or municipal government entities (including government pension plans)11
- and 2 more10
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 1,081 | $18.9 billion |
| Investment companies | 7 | $3.1 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $106.0 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $3.2 billion |
| Charitable organizations | 50 | $1.3 billion |
| State or municipal government entities (including government pension plans) | 11 | $907.1 million |
| Insurance companies | Fewer than 5 clients | $267.5 million |
| Corporations or other businesses not listed above | 24 | $526.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$28.3 billion
- Accounts1,205
- Discretionary$23.8 billion · 1,185 accounts
- Non-discretionary$4.5 billion · 20 accounts
People
- Employees175
- Advisory staff92
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients26 to 50
Advisors
18 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 118333, SEC file 801-61004.
- Registered with the SEC as an investment advisor (status date on record: March 19, 2002).
Is Silvercrest Asset Management Group LLC a fiduciary?
Short answer: Silvercrest Asset Management Group LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.