Independent registered investment adviser founded in 2002, providing bespoke asset management, family office and OCIO services to ultra-high-net-worth families and institutions.
Silvercrest Asset Management Group LLC is an independent registered investment adviser founded in 2002. The firm provides bespoke asset management and family office services to ultra-high-net-worth families and to select institutional investors, including endowments and foundations. It reports more than $35 billion in assets under management and advisement and a client retention rate of 98%.
The firm's work spans several related disciplines: portfolio management, proprietary investment research, financial planning and advisory, and outsourced chief investment officer (OCIO) services. Its principal offerings comprise tailored investment strategies for wealthy families and institutions; full-service family office work with long-term planning; customized OCIO solutions for endowments, foundations and family offices, with portfolios aligned to clients' goals, risk tolerances and mission objectives; and investment advisory for institutional investors.
Silvercrest describes itself as client-centric and fiduciary in orientation, with an emphasis on personalised solutions and rigorous proprietary research. The firm has operated for more than two decades.
