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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.