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SILVERCREST ASSET MANAGEMENT GROUP LLC
CRD 118333File 801-61004
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$28.33B
Top 10% of cohort (national)
Discretionary AUM
$23.84B
Non-discretionary $4.49B
Clients
1,205
1,205 accounts
Employees
175
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Mar 19, 2002
- Principal office
- 1330 AVENUE OF THE AMERICAS, 38TH FLOOR, NEW YORK, NY, 10019-5400
- Phone
- 212-649-0600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $28.33B
- Discretionary AUM
- $23.84B
- Non-discretionary AUM
- $4.49B
- Discretionary accounts
- 1,185
- Non-discretionary accounts
- 20
- Total accounts
- 1,205
- AUM per client
- $23.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 24 | $526.3M |
| Insurance companies | Fewer than 5 | $267.5M |
| Investment companies | 7 | $3.11B |
| Charitable organizations | 50 | $1.31B |
| High net worth individuals | 1,081 | $18.93B |
| Pooled investment vehicles | 3 | $106.0M |
| Pension and profit sharing plans | 26 | $3.16B |
| State or municipal government entities | 11 | $907.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 164 | 175 | increased by11 |
| Apr 1, 2026 | Clients | 1,234 | 1,205 | decreased by29 |
| Apr 1, 2026 | AUM | $36,454,729,839 | $28,327,993,799 | decreased by$8,126,736,040 |
| Apr 1, 2026 | Accounts | 1,234 | 1,205 | decreased by29 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 152 | 164 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,285 | 1,234 | decreased by51 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $32,319,678,854 | $36,454,729,839 | increased by$4,135,050,985 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,285 | 1,234 | decreased by51 |
| Apr 1, 2022 | Employees | 146 | 152 | increased by6 |
| Apr 1, 2022 | Clients | 1,263 | 1,285 | increased by22 |
| Apr 1, 2022 | AUM | $27,818,588,520 | $32,319,678,854 | increased by$4,501,090,334 |
| Apr 1, 2022 | Accounts | 1,263 | 1,285 | increased by22 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SILVERCREST ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SILVERCREST ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.