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Silvercrest

Silvercrest Asset Management Group LLC is an independent, employee-owned wealth management firm headquartered in New York City, specializing in customized investment advisory, asset management, and comprehensive family office services for ultra-high-net-worth individuals, families, endowments, foundations, and select institutional investors.^[1] Founded in April 2002 by a team of investment professionals seeking to create a client-focused alternative to large Wall Street firms, Silvercrest emphasizes modern portfolio construction, risk management, and diversification strategies tailored to each client's unique needs.^[1] As of September 30, 2025, the firm oversees $37.6 billion in assets under management and boasts a 98% client retention rate, reflecting its commitment to long-term relationships and personalized service.^[2] The firm operates from multiple offices across the United States, including locations in Boston, Richmond (Virginia), San Diego (California), Milwaukee (Wisconsin), Bedminster (New Jersey), Charlottesville (Virginia), and Atlanta (Georgia), enabling it to serve a nationwide clientele while maintaining a boutique approach.^[3] Silvercrest's services extend beyond traditional investment management to include estate and tax planning, business succession strategies, outsourced chief investment officer (OCIO) solutions for institutions, and alternative investment opportunities, all designed to address the complex financial challenges faced by its clients. Publicly traded on the NASDAQ under the ticker symbol SAMG since its 2013 initial public offering, Silvercrest has grown through strategic acquisitions and organic expansion, solidifying its position as a trusted advisor in the high-end wealth management sector.^[1] Silvercrest differentiates itself through a disciplined, research-driven investment process that integrates macroeconomic analysis, quantitative modeling, and qualitative insights to optimize portfolio performance while mitigating risks. With a team of over 100 professionals, including certified financial planners and chartered financial analysts, the firm prioritizes transparency, ethical standards, and fiduciary responsibility, adhering to SEC regulations as a registered investment adviser.^[4] Its institutional practice, which serves nonprofits and endowments, has been a key growth area for more than a decade, providing specialized governance and investment oversight to support mission-driven organizations.^[5]

Overview

Founding and early development

Silvercrest Asset Management Group was founded on April 1, 2002, in New York City as an independent, employee-owned registered investment adviser.^[1] The firm was established by G. Moffett Cochran and Martin Jaffe, both former executives at Donaldson, Lufkin & Jenrette's (DLJ) asset management unit, along with a team of colleagues who sought to create a boutique advisory practice free from the constraints of larger financial institutions.^[6]^[7] The founding occurred amid a turbulent period in the financial industry, following the dot-com bubble's collapse in 2000-2001, the September 11 attacks, the Enron scandal exposing corporate fraud, and widespread bank mergers that consolidated independent advisory services.^[8] This environment underscored the growing need for transparent, fiduciary-driven advice, prompting Cochran and Jaffe to prioritize independence and client-centric services over the product-driven models prevalent at major banks.^[9] From its inception, Silvercrest focused on delivering unbiased investment advisory and comprehensive family office services to ultra-high-net-worth individuals and families, emphasizing personalized strategies that aligned with clients' long-term goals.^[2] In its early years, the firm quickly built momentum, reaching approximately $1.9 billion in assets under management by the end of 2002 through initial client relationships and strategic hires.^[10] This foundation allowed Silvercrest to differentiate itself by offering integrated wealth management solutions, including alternative investments and estate planning, in a manner reminiscent of traditional family offices but with the agility of an independent adviser.^[1]

Mission and core principles

Silvercrest Asset Management Group's core mission is to provide objective, conflict-free investment advice and comprehensive family office services tailored to ultra-high-net-worth individuals, families, and select institutional investors, emphasizing client-centric wealth management to achieve superior risk-adjusted returns over the long term.^[11] This approach prioritizes the delivery of personalized financial solutions that align with clients' unique goals, risk tolerances, and values, fostering enduring relationships built on trust and transparency.^[12] The firm's guiding principles are rooted in an employee ownership model, where Class B shares are held by employees to align interests with those of clients and promote a collaborative, entrepreneurial culture that incentivizes long-term commitment.^[11] Central to this philosophy is a steadfast fiduciary duty, ensuring that all decisions place client interests first and avoid conflicts inherent in traditional brokerage models.^[11] Silvercrest emphasizes diversification through broad asset allocation, rigorous risk management via quantitative tools like Value at Risk and Monte Carlo simulations, and personalized planning that customizes portfolios to individual objectives for capital preservation and growth.^[11] A key commitment is to fresh thinking in asset allocation, incorporating innovative strategies such as alternative investments and an endowment-style model while explicitly avoiding short-term market timing in favor of disciplined, value-oriented security selection.^[11] This principle-driven service is evidenced by a 98% client retention rate since 2006, reflecting the effectiveness of its client-first ethos.^[2] As a pioneer in independent wealth management, Silvercrest has set industry standards for transparency and objectivity.^[13]^[14]

History

Establishment and initial growth (2002–2010)

Silvercrest Asset Management Group LLC was established in April 2002 as an independent, employee-owned registered investment adviser, with founders G. Moffett Cochran and Martin Jaffe leveraging their prior experience at Credit Suisse First Boston's asset management division. The firm registered as a registered investment adviser (RIA) with the U.S. Securities and Exchange Commission (SEC) on March 19, 2002, and opened its initial office in Manhattan at 1330 Avenue of the Americas, 38th Floor.^[15]^[1]^[16] From inception, Silvercrest focused on providing asset management and family office services to high-net-worth individuals, acquiring initial clients primarily through referrals from the founders' professional networks in the financial industry.^[6] The firm's early growth was marked by steady organic expansion, reaching approximately $1 billion in assets under management (AUM) by the mid-2000s, fueled by its reputation for customized investment advisory services and strong performance in equity portfolios.^[16] To support this trajectory, Silvercrest built out its teams by recruiting key talent in portfolio management and research, with many early employees drawn from Donaldson, Lufkin & Jenrette (DLJ) Asset Management Group, which had been acquired by Credit Suisse.^[17] A notable early hire was Richard R. Hough III in 2003, who contributed to investment strategy development and later advanced to partner and CEO roles.^[18] Between 2005 and 2007, Silvercrest introduced its initial proprietary equity strategies, including large-cap value and growth approaches, which emphasized bottom-up fundamental analysis to deliver consistent returns.^[16] These complemented the firm's core family office offerings, such as integrated financial planning, tax advisory, and estate services, solidifying its position as a comprehensive wealth manager.^[2] The 2008 global financial crisis tested the firm's resilience, but its conservative, value-oriented investment strategies—prioritizing capital preservation over aggressive risk-taking—enabled Silvercrest to mitigate losses while retaining client loyalty amid widespread market volatility.^[16] This approach not only helped navigate the downturn but also attracted new assets during the recovery, contributing to a compound annual growth rate of 46% in AUM since inception and culminating in $9.2 billion under management by December 31, 2010.^[16]

Expansion and key milestones (2011–present)

In 2013, Silvercrest Asset Management Group Inc. completed its initial public offering (IPO) on the NASDAQ exchange under the ticker symbol SAMG, pricing at $11 per share and raising approximately $52.7 million in net proceeds. This milestone provided capital for further growth initiatives while preserving the firm's employee-owned structure, with Class B shares retaining significant voting control among employees. The IPO followed a withdrawn filing in late 2012 due to market conditions, marking a pivotal step in transitioning from a private, employee-owned entity to a publicly traded company focused on scaling operations.^[19]^[20] Following the IPO, Silvercrest expanded its geographic footprint by establishing additional offices to serve a broader client base. The firm opened its Los Angeles office in California around this period, enhancing its presence on the West Coast to attract high-net-worth individuals and institutional investors in that region. By 2015, further operational expansions supported growth in family office services, while international outreach began to take shape through enhanced global investment capabilities, culminating in a dedicated international and global equity team in 2024 to address cross-border client needs. These developments complemented existing locations in New York, Boston (established via acquisition in 2008), Virginia, and New Jersey, enabling Silvercrest to manage a more diversified portfolio of clients nationwide and beyond.^[16]^[21] Key milestones in the mid-2010s underscored Silvercrest's scaling trajectory. Assets under management (AUM) surpassed $10 billion by mid-2012, reaching $10.7 billion, and continued to grow steadily, hitting $18.6 billion by the end of 2016 driven by market appreciation and net client inflows. In 2018, the firm launched its Outsourced Chief Investment Officer (OCIO) services, targeting endowments, foundations, and other institutional clients seeking comprehensive discretionary investment oversight; this initiative quickly gained traction, with initial OCIO clients contributing significantly to new account growth by early 2020. These efforts positioned Silvercrest as a provider of institutional-quality solutions tailored for complex portfolios.^[22]^[23] The 2019 acquisition of Cortina Asset Management, a Milwaukee-based boutique firm specializing in small-cap growth equity, added $1.7 billion in AUM and bolstered Silvercrest's alternative investment strategies. This strategic integration, completed on July 1, 2019, for approximately $45 million, expanded the firm's expertise in niche equity management without disrupting its core employee-ownership model. Amid the COVID-19 pandemic in 2020, Silvercrest demonstrated resilience, with total AUM declining to $20.6 billion by March 31, 2020, amid the initial market volatility of the COVID-19 pandemic; the firm reported client inflows of $0.8 billion in discretionary assets during the third quarter, partially offset by outflows of $0.9 billion, and added institutional clients through its OCIO platform, navigating the crisis with disciplined risk management.^[24]^[25]^[26] As of 2025, Silvercrest has continued to evolve, with total AUM reaching $36.5 billion by December 31, 2024, reflecting sustained growth from client acquisitions and market performance. Continuing its growth trajectory into 2025, Silvercrest's total AUM reached $37.6 billion as of September 30, 2025.^[27]^[28] The firm has integrated sustainable investing principles, emphasizing values-based and ESG (environmental, social, and governance) strategies customized to client preferences, such as mission-aligned portfolios that prioritize long-term impact alongside returns. Additionally, enhancements to technology infrastructure, including secure client portals for real-time portfolio access and reporting, have improved service delivery for high-net-worth families and institutions, supporting the firm's commitment to personalized, tech-enabled wealth management.^[29]^[30]

Services

Wealth management for individuals and families

Silvercrest Asset Management Group offers comprehensive wealth management services tailored to ultra-high-net-worth individuals and families, with a minimum threshold of $10 million in investable assets.^[31] These services encompass holistic financial planning, integrating in-house tax and financial specialists to optimize after-tax wealth preservation and growth.^[11] Key components include coordinated estate planning to facilitate seamless wealth transfer, innovative tax strategies through ongoing analysis and tracking, retirement optimization via goal-aligned portfolio construction that emphasizes capital protection, and philanthropy advising supported by a dedicated committee for values-based investing such as ESG and socially responsible options.^[13]^[11] The firm's approach centers on customized portfolios that reject one-size-fits-all solutions, incorporating proprietary research and peer-reviewed insights for asset allocation and market analysis.^[13] Emphasis is placed on alternative investments, blending in-house capabilities with "best-in-class" outsourced managers in areas like hedge funds, private equity, real estate, and private credit to achieve valuation-sensitive, cost-effective diversification.^[11] Multi-generational planning is a core focus, addressing succession for family businesses and legacy building to ensure long-term wealth continuity across generations.^[13] Unique to Silvercrest is its in-house family office support, providing concierge-level services such as bill payment, budgeting, personal accounting, consolidated reporting, and trustee roles for trusts and estates.^[11] This integrated platform delivers high-touch, efficient advisory at levels of professionalism and integrity, handling administrative tasks to allow clients to focus on strategic goals.^[13] Silvercrest's strategies aim for superior risk-adjusted returns through diversified, low-turnover portfolios designed to preserve capital during market downturns.^[11] Value-oriented, bottom-up security selection in vehicles like the Vision Fund targets high-quality companies at discounts, contributing to attractive returns through complete market cycles.^[11]

Institutional investment strategies

Silvercrest Asset Management Group offers a range of institutional investment strategies tailored for endowments, foundations, and other institutional investors, emphasizing equity and fixed income portfolios designed for long-term capital appreciation and income generation.^[5] The firm's core equity strategies include U.S. value equity across large-cap, small-cap, multi-cap, equity income, REITs, and MLPs; U.S. growth equity spanning large-cap to small-cap; and international value equity encompassing small-cap, multi-cap, focused international, global value, and emerging markets.^[5] In addition, Silvercrest provides fixed income strategies, such as core and intermediate bond approaches, focusing on investment-grade securities to manage interest rate and credit risks while seeking stable returns.^[31]^[32] The investment process is research-driven, relying on in-depth bottom-up fundamental analysis to identify undervalued opportunities with a "value with a quality bias." This involves reviewing SEC filings, conducting management interviews, performing competitive analyses, and sourcing ideas from industry conferences, sell-side research, and direct dialogues, supplemented by thematic overlays to capture growth trends.^[5] Portfolios maintain low turnover through a conservative, long-term orientation, with the firm engaging over 1,000 management teams annually to inform decisions.^[5] As of March 2025, the firm has added two new investment strategies to its offerings.^[11] Silvercrest targets institutional clients such as endowments and foundations, providing customized asset management, risk analytics, due diligence, and portfolio advisory support to align with their specific objectives.^[11] While minimum investment commitments vary by strategy, institutional accounts typically require substantial allocations, with some equity funds accessible starting at $500,000 and scaling to multimillion-dollar commitments for bespoke solutions.^[31] Unique to Silvercrest's approach are its integration of values-based investing, including ESG factors, to construct portfolios that reflect client preferences alongside financial goals, and the provision of regular insights such as quarterly economic reviews and thematic analyses to guide strategic adjustments.^[30]^[33] Fees are structured as a percentage of assets under management, with rates varying by portfolio type and client, emphasizing transparency and competitiveness in an institutional context.^[31] The firm prioritizes consistent, risk-adjusted results over short-term volatility.^[11]

Operations and structure

Assets under management and client base

As of September 30, 2025, Silvercrest Asset Management Group reported total assets under management (AUM) of $37.6 billion, encompassing both discretionary and non-discretionary assets.^[2]^[34] The firm's AUM has demonstrated steady growth since its early years, expanding from approximately $1 billion in 2005 to $27.8 billion by the end of 2020.^[35]^[36] As of December 31, 2012, immediately prior to its initial public offering in 2013, AUM stood at $11.2 billion.^[16]^[37] Silvercrest has achieved an annual growth rate of 10-15%, driven by organic inflows, market appreciation, and strategic acquisitions. Silvercrest serves a client base comprising high-net-worth individuals, families, and select institutional investors, where roughly 70% of AUM derives from individual and family clients and 30% from institutions such as endowments and foundations.^[2]^[38] The firm maintains a strong client retention rate of 98% on average over the past decade, largely due to consistent investment performance and personalized service.^[2]^[38] Silvercrest's fee structure is primarily asset-based, with average rates ranging from 0.8% to 1.2% of AUM for separately managed accounts, tiered by account size and strategy—for instance, 1.00% on the first $10 million for balanced portfolios, declining to 0.60% thereafter.^[39] Certain strategies, particularly in private funds and alternatives, incorporate performance incentives, such as 10-20% of net profits above specified hurdles, to align interests with client outcomes.^[39]

Ownership and governance

Silvercrest Asset Management Group Inc. maintains an employee-owned structure complemented by public ownership, with its Class A common stock listed on the NASDAQ under the ticker symbol SAMG since its initial public offering on June 27, 2013.^[40] All Class B common shares, which carry equal voting rights to Class A shares but no economic rights, are held exclusively by Silvercrest employees and management, providing alignment of interests and representing approximately 30% of total voting power as of December 31, 2024.^[38] This dual-class structure ensures that employees retain significant influence over strategic decisions while allowing public market access for growth capital.^[38] The firm's governance is overseen by a Board of Directors comprising five members, including the Chairman and CEO, with a majority of independent directors such as Richard Burns and Brian D. Dunn. In April 2025, J. Allen Gray was appointed to the Board.^[41]^[42] The Board operates through key standing committees, including the Audit Committee (chaired by Richard Burns, focused on financial reporting and internal controls), the Compensation Committee (chaired by Brian D. Dunn, responsible for executive pay and incentives), and the Nominating and Corporate Governance Committee (with members including independent directors, addressing board composition and governance policies).^[43] Risk oversight is integrated into these committees and board discussions, with no standalone risk committee but dedicated reporting on enterprise risks.^[43] As an SEC-registered investment adviser (RIA) since March 19, 2002, Silvercrest adheres strictly to the fiduciary standards outlined in the Investment Advisers Act of 1940, requiring it to act in clients' best interests, prioritize loyalty and care, and disclose all material conflicts of interest.^[15] This registration subjects the firm to ongoing SEC examinations, reporting requirements, and compliance with rules such as those governing performance fees and client consent for assignments.^[39] Silvercrest implements robust internal policies for risk management, encompassing compliance programs to monitor adherence to securities laws, cybersecurity measures led by a Chief Information Security Officer who reports annually to the Board, and ethical investing frameworks that integrate environmental, social, and governance (ESG) factors into due diligence and portfolio construction where aligned with client objectives.^[38] These policies include stress testing, value-at-risk analytics, and conflict mitigation to safeguard client assets and operational integrity.^[39] The firm emphasizes transparency through comprehensive annual reports filed with the SEC via Form 10-K, detailing financials, operations, and risk factors, as well as quarterly updates and proxy statements accessible on its investor relations website.^[44] Since 2015, Silvercrest has incorporated ESG disclosures in its investment processes and reporting, highlighting considerations of sustainability risks and values-based strategies in client communications and Form ADV brochures.^[17] This approach fosters accountability and supports long-term client trust.^[39]

Leadership

Key executives and board members

Richard R. Hough III serves as Chairman, Chief Executive Officer, and President of Silvercrest Asset Management Group, having joined the firm in 2003 and become a partner in 2006.^[18] With over two decades at Silvercrest, Hough previously held roles as President and Chief Operating Officer from 2010 to 2013, bringing expertise in marketing, corporate strategy, and policy analysis from his earlier work as a founding national program director at the Children’s Scholarship Fund.^[18] He holds a B.A. in Politics and Philosophy from Princeton University and has been a member of the Executive Committee since 2007, emphasizing his long-term commitment to the firm's growth and operations.^[18] Scott A. Gerard, CPA, is the Chief Financial Officer, a position he has held since 2010.^[18] Gerard oversees financial management and reporting, drawing from prior experience as CFO at Brand Connections and Guideline, Inc., as well as roles in division control at Citigroup and public accounting at KPMG.^[18] His background in accounting and finance across marketing, research, and banking sectors supports Silvercrest's operational stability, and he earned a B.S. in Accounting from the University at Buffalo.^[18] David J. Campbell acts as General Counsel and Secretary, providing legal oversight for equities, fixed income, and securities matters.^[18] Joining from Jefferies & Company, Campbell previously worked at Donaldson, Lufkin & Jenrette and the law firm Bressler, Amery & Ross, P.C., accumulating extensive experience in financial services law.^[18] He holds a B.A. in English from George Washington University and a J.D. from Villanova University School of Law.^[18] Other key executives include Albert S. Messina, a Managing Director and Portfolio Manager who joined at the firm's founding in 2002, with prior roles at Credit Suisse First Boston and Donaldson, Lufkin & Jenrette, specializing in equity and fixed income strategies after 14 years at Bankers Trust.^[18] Messina holds a B.A. in Economics from Brooklyn College. J. Allen Gray, also a Managing Director and Head of Institutional Business, focuses on sales, marketing, and client relations, with previous positions at Osprey Partners and Radnor Capital Management, beginning his career at Kidder, Peabody & Co.; he was appointed to the board in April 2025 and earned a B.A. in Political Science from Randolph-Macon College.^[18]^[45] The board of directors comprises industry veterans who provide strategic guidance and oversight. In addition to Chairman Hough, members include Richard Burns, a director with deep media and finance experience as co-founder of Isis Ventures Partners and former CEO of Thomson Financial Media and Institutional Investor, holding degrees from Oxford University and Columbia University.^[41] Brian D. Dunn, another director, retired in 2015 as Chairman of McLagan and CEO of Aon Hewitt Consulting, offering over 30 years in executive compensation and incentives, with a B.S. and M.B.A. from Cornell University.^[41] Darla Romfo, a director since her extensive nonprofit and legal career, serves as President of the Children’s Scholarship Fund since 1999, with prior roles as a lawyer, CPA, and Counsel to U.S. Senators, holding a B.A., B.S.B.A. from the University of North Dakota and a J.D. from George Washington University.^[41] The board's composition reflects a blend of asset management, finance, and governance expertise, with many members maintaining tenures exceeding 15 years to ensure continuity and alignment with Silvercrest's client-focused mission.^[41]

Organizational teams and expertise

Silvercrest Asset Management Group structures its workforce into specialized functional teams, including investments, client service, technology and operations, and business administration, to deliver comprehensive asset management and family office services. This organization enables focused expertise across core areas, with 164 total employees (160 full-time and 4 part-time) as of December 31, 2024, of which 65% are dedicated to client-facing roles such as portfolio management and advisory support.^[38] The portfolio management team, integrated within the investments function, includes a dedicated group of analysts and seasoned portfolio managers who specialize in equity research and financial modeling. These professionals develop and oversee proprietary strategies across equity and fixed-income asset classes, with portfolio managers averaging nearly 42 years of industry experience and many holding CFA designations. In-house analysts conduct quantitative and qualitative evaluations for growth and value equities in large cap, small cap, and SMID cap segments, as well as high-grade and high-yield fixed-income securities.^[38]^[46]^[39] The research and strategy team functions as an economic advisory group, producing whitepapers and periodic insights on global markets, macroeconomic trends, and investment strategies. Led by the Chief Investment Strategist, this team delivers regular economic reviews and market updates, such as analyses of Federal Reserve policies and asset location optimization, to inform portfolio decisions and client guidance. Their work emphasizes risk-adjusted returns and value identification across asset classes, drawing on both proprietary data and external trends.^[47]^[39] Client service teams feature dedicated advisors segmented by client type, including high-net-worth individuals, families, and institutions, with team members frequently credentialed as CFAs or CPAs to provide customized reporting and relationship management. These professionals handle investor communications, monthly unaudited reports, and annual audited statements, ensuring alignment with client objectives while integrating family office elements like estate planning support.^[46]^[39] The technology and operations team oversees an in-house platform that facilitates advanced portfolio reporting, compliance monitoring, and analytics. This group manages back-office functions, trade allocations, risk control procedures, and fund administration, utilizing tools like computer models for trend analysis to enhance operational efficiency and support discretionary management.^[38]^[39] The firm's teams exhibit deep knowledge in alternative investments—encompassing hedge funds, private equity, real estate, private credit, and distressed securities—ESG integration via strategies like the Municipal Environmental Strategy that targets environmentally oriented bonds, and international markets through offerings such as International Small Cap Value and Global Value equity approaches. Over half of the investment professionals hold advanced degrees or equivalent professional certifications, bolstering the firm's capabilities in these high-impact areas.^[39]^[46]

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With offices in New York, Boston, California, Virginia, Wisconsin, and New Jersey, Silvercrest provides traditional and alternative investment advisory and ...
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For over twenty years, Silvercrest has proudly served Individuals and Families, Institutional Investors, and Endowments & Foundations.OUR TEAMAbout UsContactAnalysis & ResearchCareers
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Our Locations ; New York, NY. 1330 Avenue of the Americas. 38th Floor. New York, New York 10019. 212-649-0600 ; Bedminster, NJ. 135 Route 202/206. Suite 10.
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IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators.<|control11|><|separator|>
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This is an initial public offering of shares of Class A common stock of Silvercrest Asset Management Group Inc. We are offering shares of Class A common stock.
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Annual Reports - Silvercrest Investor Relations
Silvercrest's annual reports include ARS (Annual Report to Security Holders) and 10-K reports (Annual report pursuant to Section 13 and 15(d)).Missing: thematic | Show results with:thematic<|control11|><|separator|>
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Silvercrest Asset Management Group Appoints J. Allen Gray to ...
Apr 10, 2025 · Silvercrest Asset Management Group Appoints J. Allen Gray to Board of Directors. Published. Apr 10, 2025 4:01pm EDT. NEW YORK, April 10, 2025 ...
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Team - Silvercrest Asset Management Group
Richard R. Hough III. Chairman and CEO · Cathy A. Jameson. Senior Advisor ... Patrick A. Bittner, CFA. Managing Director, Portfolio Manager · James F ...About Silvercrest Firm Overview · Contact · Careers · Analysis & Research
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Analysis & Research | Silvercrest Asset Management Group
NEW YORK, September 8, 2025—Silvercrest Asset Management Group (NASDAQ: SAMG) is pleased to announce the appointment of Nitish Sharma as Head of International ...