CRD: 118333
Silvercrest Asset Management Group LLC
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- Custodian
- BMO Harris · BNY Mellon · Charles Schwab & Company · City National Bank · Fiduciary Trust · Pershing · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
MATTHEW ARPANO
Financial Advisor, General Partner, MANAGING DIRECTOR
- CRD
- #2150691
Showing 2 of 55 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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