Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC is an independent, employee-owned registered investment adviser headquartered in New York City, founded in 2002. The firm offers asset management and family office services, serving high net worth individuals, families, select institutional investors, endowments, and foundations. As of 2025, Silvercrest employs approximately 174-242 people across offices in New York, Boston, California, Virginia, Wisconsin, and New Jersey. Silvercrest focuses on providing personalized portfolio construction, investment advice, and open communication, aiming to deliver high-quality, customized solutions for wealthy families and institutions.
Investment Strategy
Silvercrest Asset Management Group employs a modern, client-centric approach to portfolio construction, combining traditional and alternative investment strategies. The firm offers proprietary long-only equity management capabilities and manages small to large cap value and growth equities, as well as international value strategies. Silvercrest specializes in creating tailored investment portfolios based on each client’s financial goals, risk tolerance, and mission objectives, providing open communication and a high-touch personalized service model. The firm also offers Outsourced Chief Investment Officer (OCIO) services for endowments, foundations, and family offices, leveraging decades of experience in nonprofit and family office asset management.
Top Holdings
Equity Positions (825)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 2.15% | $320.6M | 644,587 | $92.13 | $497.41 | +$76.9M |
A AVGO | BROADCOM INC | 1.80% | $268.1M | 972,755 | $47.90 | $275.65 | +$85.8M |
A ABT | ABBOTT LABS | 1.11% | $164.6M | 1,210,052 | $62.19 | $136.01 | -$377.5K |
A AAPL | APPLE INC | 1.08% | $160.1M | 780,125 | $32.36 | $205.17 | -$18.8M |
O ORCL | ORACLE CORP | 1.02% | $151.8M | 694,177 | $73.36 | $218.63 | +$32.0M |