CRD: 118333
Silvercrest Asset Management Group LLC
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Request a Free TrialFirm Details
- Custodian
- BMO Harris · BNY Mellon · Charles Schwab & Company · City National Bank · Fiduciary Trust · Pershing · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-19-2002
- Office Locations
- 11
Office Locations
About Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group is a New York–based investment adviser serving high-net-worth individuals and families, institutional investors, and endowments and foundations. The firm provides wealth management, proprietary long-only equity mandates (small- to large-cap value/growth and international value), and OCIO-style investment office solutions tailored to mission, risk, and goals. It reports 98% client retention and emphasizes customized portfolio construction and close communication.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 31, 2026, reported AUM decreased 22.3%, from $36.5B to $28.3B.
Across 5 reported observations, AUM decreased 12.4% between March 31, 2022 and March 31, 2026, from $32.3B to $28.3B.
Of the latest reported AUM, 84.2% is discretionary and 15.8% is non-discretionary.
The firm reports 92 advisory representatives and 1,205 clients, or 13.1 clients per representative. That equates to $23.5M in reported AUM per client.
The profile lists 11 reported office locations and 24 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
MATTHEW ARPANO
Financial Advisor, General Partner, MANAGING DIRECTOR
- CRD
- #2150691
- Ownership
- Less than 5%
DAVID JOHN CAMPBELL
Chairman, Chief Compliance Officer, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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ALFRED MARSHALL ACUFF, JR.
Managing Director, Portfolio Manager
- CRD
- #857
Jennifer M. Baker
Director and Portfolio Manager
- CRD
- --
Showing 2 of 53 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,840,484,174 | $20,118,552 |
| Non-Discretionary | $4,487,509,625 | $224,375,481 |
| Total | $28,327,993,799 | $23,508,709 |
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Separately Managed Accounts
SMA allocation detail is available
Silvercrest Asset Management Group LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Silvercrest Asset Management Group LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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