Silvercrest Asset Management Group LLC

Overview

Silvercrest Asset Management Group LLC serves individuals, families, institutional investors, endowments, and foundations through investment management and related advisory services. The firm reports $24.7 billion in discretionary assets under management as of June 30, 2026.¹²

History

Silvercrest was founded in 2002 and describes itself as an independent investment adviser offering family office services.³

Timeline

1. 2002Silvercrest was founded in 2002 and describes itself as an independent investment adviser offering family office services.
2. 2026The firm reports $24.7 billion in discretionary assets under management as of June 30, 2026.

Leadership

Chief Executive Officer Richard R. Hough III leads a team focused on personalized advice and client goals. Silvercrest reports a 98% client retention rate, average team member investment experience of more than 25 years, and a 5 to 1 client ratio.⁴¹¹

Services

Private wealth services include wealth management, investment management, values-based investing, family office services, and family business advisory. Its family office capabilities include estate and wealth planning, tax planning, consolidated reporting, personal accounting, bill payment, cash management, budgeting, and record keeping.⁵⁶

For institutional clients, Silvercrest provides equity management across U.S. value, U.S. growth, and international value strategies, with portfolios ranging from small-cap through large-cap companies.⁷

The firm also offers outsourced chief investment officer solutions for foundations, endowments, and other institutions with long-term investment horizons.⁹

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Philanthropy
• Administration and bill pay
• Cross-border planning

Client Focus

Silvercrest works with individuals and families, including those seeking coordinated wealth and family office support. It also serves institutional investors, endowments, and foundations that require investment management or OCIO services.¹⁵⁹

Approach

Silvercrest’s institutional investment process uses fundamental company analysis, management interviews, competitive analysis, financial forecasts, valuation work, and a defined purchase and sell discipline.⁸

For OCIO engagements, the firm says it considers each institution’s mission, risk, return, complexity, liquidity, mission alignment, and cost before creating customized asset allocations and manager lineups.¹⁰

Assets

Silvercrest reports $24.7 billion in discretionary assets under management as of June 30, 2026.²

By the numbers

FAQs

Related resources

• LocationMultifamily offices in New York

  The New York multifamily office directory helps a family or business owner compare firms serving the region. It provides context for evaluating services such as investment management, financial planning, philanthropy, administration, and bill pay alongside Silvercrest's family office and outsourced chief investment officer offerings.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com explains capital gains rules and planning approaches that may affect investment decisions, business sales, trusts, and charitable giving. Its guides can help a prospective client prepare questions about tax planning, portfolio changes, cross-border matters, and coordination with other professional advisers.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community focused on single family offices and wealthy families. Readers can use it to understand common governance, administration, investment, and planning needs before discussing how Silvercrest's wealth management, family office, and outsourced chief investment officer services might fit their circumstances.

• GuideHow multifamily offices invest

  This MultifamilyOffices.com guide describes how multifamily offices commonly allocate capital, assess investments, and work across portfolios. A prospective client can use it to frame questions about investment management, risk, liquidity, reporting, and how institutional or family objectives may shape an advisory relationship.

• Similar firmsBessemer Trust
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  Profiles of Bessemer Trust, Ehrenkranz Partners, and First Long Island Investors, LLC give readers additional firms to review on the site. Comparing their stated client types and services with Silvercrest's offerings can help a family or business owner organize questions about wealth management, planning, administration, and investment oversight.

Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.