# Silvercrest Asset Management Group LLC

> Silvercrest Asset Management Group LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2002, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 118333
- Filed as: SILVERCREST ASSET MANAGEMENT GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/118333
- AdvisorCensus page: https://advisorcensus.com/firm/silvercrest-asset-management-group-llc-new-york-ny-118333

## Quick answers

**How is Silvercrest Asset Management Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Silvercrest Asset Management Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Silvercrest Asset Management Group LLC located?**
Silvercrest Asset Management Group LLC's principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 7 other offices (Schedule D, Section 1.F).

**Is Silvercrest Asset Management Group LLC registered with the SEC or a state?**
Silvercrest Asset Management Group LLC is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 118333.

**How much does Silvercrest Asset Management Group LLC manage?**
Silvercrest Asset Management Group LLC reports $28,327,993,799 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (84% discretionary).

**How have Silvercrest Asset Management Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Silvercrest Asset Management Group LLC: Regulatory assets under management: $27,818,588,520 in the October 2021 data and $28,327,993,799 in the October 2026 data, up 2%. Total employees: 146 in October 2021 and 175 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Silvercrest Asset Management Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1,081); charitable organizations (50); pension and profit sharing plans (but not the plan participants or government pension plans) (26).

**Which custodians does Silvercrest Asset Management Group LLC use?**
Silvercrest Asset Management Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Silvercrest Asset Management Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/118333

**What changed in Silvercrest Asset Management Group LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 83 to 92. Regulatory assets under management went from $36,454,729,839 to $28,327,993,799 (-22%). Changed its office addresses in Milwaukee, WI. Added an office in Atlanta, GA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $28,327,993,799
- Discretionary: $23,840,484,174
- Non-discretionary: $4,487,509,625

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 1,081 | $18,933,968,558 |
| Investment companies | 7 | $3,111,841,585 |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $105,962,849 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 26 | $3,162,762,417 |
| Charitable organizations | 50 | $1,312,623,867 |
| State or municipal government entities (including government pension plans) | 11 | $907,073,082 |
| Insurance companies | 3 | $267,455,410 |
| Corporations or other businesses not listed above | 24 | $526,306,031 |

### Advisory services (Item 5.G)
- 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 advisers (including private fund managers)

### Firm details
- Registered since: 2002 (24 years)
- Employees: 175 total, 92 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Atlanta, GA
- Bedminster, NJ
- Boston, MA
- Charlottesville, VA
- Milwaukee, WI
- Richmond, VA
- San Diego, CA

### Websites listed on Form ADV (Item 1.I)
- silvercrestgroup.com
- LinkedIn @silvercrest-asset-management
- X @silvercrestgrp
- YouTube @silvercrestassetmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $27,818,588,520 | 146 | May 17, 2021 |
| October 2022 | $32,319,678,854 | 152 | March 31, 2022 |
| October 2023 | $28,904,991,508 | 154 | March 31, 2023 |
| October 2024 | $33,280,642,411 | 152 | March 29, 2024 |
| October 2025 | $36,454,729,839 | 164 | March 31, 2025 |
| October 2026 | $28,327,993,799 | 175 | March 31, 2026 |

Regulatory assets under management: $27,818,588,520 in the October 2021 data and $28,327,993,799 in the October 2026 data, up 2%.
Total employees: 146 in October 2021 and 175 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 83 to 92.
- Regulatory assets under management went from $36,454,729,839 to $28,327,993,799 (-22%).
- Changed its office addresses in Milwaukee, WI.
- Added an office in Atlanta, GA.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silvercrest Asset Management Group LLC (CRD 118333): Form ADV filing data as of October 2026.