Silvercrest Asset Management Group LLC

Silvercrest Asset Management Group LLC

Silvercrest Asset Management Group LLC

Overview
Date Founded

2008

Headquarters

1330 Avenue of the Americas,Between 53rd & 54th Street,38th floor,New York, NY 10019-5400

Type of Company

Private

Employees (Worldwide)

129

Industries

Investment Services & Portfolio Management

Company Description

Silvercrest Asset Management Group is an independent, employee-owned, registered investment advisor which provides asset management and family office services to families and select institutional investors. Silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. Silvercrest's professionals have dedicated their careers to wealth management and our Managing Directors, who average more than 25 years of wealth management experience, have advised their clients through the boom of bull markets and the gloom of bear markets. We are not swayed by market manias. We are only interested in seeing our clients' assets invested in a manner consistent with their tolerance for risk. Silvercrest currently advises on $11.2 billion* for a clientele comprised primarily of families, as well as endowments, foundations and other institutional investors. Silvercrest's family office, advisory and investment capabilities are available to clients interested in investing substantial assets. Silvercrest is free from the numerous conflicts of interest inherent to larger organizations. Our size, our employee ownership and our collegial culture-coupled with the spirit, camaraderie and character of our organization-stand in sharp contrast to much of Wall Street and the financial services industry. We enjoy working with one another and we enjoy working with our clients. The quality, integrity and independence of our advice, coupled with our unwavering commitment to client service, sets us apart in a crowded field.

Contact Data
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Executives & Employees

Managing Director & Chief Financial Officer

General Counsel

Managing Director & Portfolio Manager

Managing Director

Fund Advisor

Co-Founder & Senior Advisor

Managing Director, Manager of Selection Group & Head of Investment Policy & Strategy Group

Managing Director

Managing Director

Managing Director

Board of Directors

Chairman of the Board, President & Chief Executive Officer at Silvercrest Asset Management Group, Family Office Group

Managing Director at Silvercrest Asset Management Group LLC

Former Chief Executive Officer-Performance, Reward & Talent at Aon Plc (United Kingdom)

Chairman of the Board & Chief Executive Officer at Central Securities Corp.

Senior Counsel at Davis Polk & Wardwell LLP

Member, Board of Directors at Silvercrest Asset Management Group LLC

Co-Founder & Senior Advisor at Silvercrest Asset Management Group, Family Office Group

Managing Director at Silvercrest Asset Management Group LLC

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Silvercrest Asset Management Group LLC
Recent Transactions
Details Hidden

Silvercrest Asset Management Group LLC, Silvercrest Asset Management Group, Family Office Group purchase Cortina Asset Management LLC

Details Hidden

Silvercrest Asset Management Group LLC, Silvercrest Asset Management Group, Family Office Group purchase Neosho Capital LLC

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ACT II Offshore Ltd. raised money in a private placement transaction

Transaction Clients
Investment Advisor

Advised on ACT II Offshore Ltd. raised money in a private placement transaction

Investment Advisor

Advised on Act II Partners LP raised money in a private placement transaction

Transaction Advisors
Legal Advisor

Advised onSilvercrest Asset Management Group LLC, Silvercrest Asset Management Group, Family Office Group purchase Cortina Asset Management LLC

Escrow Agent

Advised onSilvercrest Asset Management Group LLC, Silvercrest Asset Management Group, Family Office Group purchase Cortina Asset Management LLC

Legal Advisor

Advised onSilvercrest Asset Management Group LLC, Silvercrest Asset Management Group, Family Office Group purchase Cortina Asset Management LLC

Legal Advisor

Advised onSilvercrest Asset Management Group LLC, Silvercrest Asset Management Group, Family Office Group purchase Cortina Asset Management LLC

Advisors & Consultants
Custodian

State Street Corp. operates as a financial holding company. It conducts business primarily through State Street Bank. The company operates through following business lines: Investment Servicing and Investment Management. The Investment Servicing business offers custody, product and participant-level accounting, daily pricing and administration, master trust and master custody, record-keeping, cash management, foreign exchange, brokerage and other trading services, securities finance, deposit and short-term investment facilities, loans and lease financing, investment manager and alternative investment manager operations outsourcing, and performance, risk and compliance analytics. The Investment Management business provides services through State Street Global Advisors, which provides a broad array of investment management, investment research and investment advisory services to corporations, public funds and other sophisticated investors. It offers strategies for managing financial assets, including passive and active, such as enhanced indexing, using quantitative and fundamental methods for both the U.S. and global equities and fixed-income securities. The company was founded in 1969 and is headquartered in Boston, MA.

Custodian

Northern Trust Corp. is a financial holding company, which engages in the provision of asset servicing, fund administration, asset management, fiduciary, and banking solutions for corporations, institutions, families, and individuals. It operates through the following segments: Corporate & Institutional Services and Wealth Management. The Corporate & Institutional Services Segment offers asset servicing, brokerage, banking and related services to corporate and public retirement funds, foundations, endowments, fund managers, insurance companies, and sovereign wealth funds. The Wealth Management Segment includes trust, investment management, custody, and philanthropic services, financial consulting; guardianship and estate administration, family business consulting; family financial education, brokerage services and private and business banking. Northern Trust was founded in 1971 and is headquartered in Chicago, IL.

Custodian

Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds.

Senior Advisor

Co-Founder & Senior Advisor at Silvercrest Asset Management Group, Family Office Group

Agent

Advisor at Chatsworth Securities LLC

Clients

CalSTRS is administered by a 12-member Teachers' Retirement Board. The objectives of the firm's investment committee are set forth in the California Constitution and the California Education Code. The Teachers Retirement Fund is a special trust fund established by law that holds the assets of the following programs: Defined Benefit, Defined Benefit Supplement and Cash Balance Benefit. The assets come from contributions by members, employing school districts and the State of California. The funds investments create a stream of income to add to those assets. The CalSTRS portfolio has broadly diversified holdings in seven categories: Global Equity, Fixed Income, Real Estate, Private Equity, Cash, Inflation Sensitive and Overlay. CalSTRS often engages in shareholder activism.

At Schwab Charitable, our mission is to increase charitable giving in the United States by offering advantageous ways to give, useful information and unbiased guidance. Schwab Charitable is among the largest fundraising charities in the United States and a leading national donor-advised fund. Through the generosity of our donors, Schwab Charitable has raised over $7.8 billion for philanthropy and has facilitated more than $3.4 billion in grants to charity since inception. Working directly with individuals and with their advisors, we have developed a strategic approach to philanthropy to help donors of all sizes to frame, develop, and fulfill your charitable goals. We work hard to provide intelligent, useful, and ethical advice, delivered in the way that works best for you. While we offer technologically advanced options for managing philanthropy online, we also have a helpful, knowledgeable staff ready to answer any questions you might have. We're grateful to be at the forefront of strategic philanthropy, and we look forward to working with you to realize your (or your clients') charitable goals.

THE MISSION OF THE KAPPA KAPPA GAMMA FOUNDATION IS TO SUPPORT THE LIFETIME DEVELOPMENT OF WOMEN THROUGH THE FUNDING OF EDUCATIONAL PROGRAMS, FINANCIAL ASSISTANCE AND PRESERVATION OF KAPPA HERITAGE.

Non-Profit Donations & Grants
Awards & Honors
Rank #4
2015
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #5
2014
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
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