Silvercrest Asset Management Group

Silvercrest helps wealthy families and institutions manage and grow their money. Its services include investment advice and financial planning for complex needs. Clients use Silvercrest to simplify finances and protect assets across generations.

Products and Services

• Investment Management (97% of revenue): Manages stocks, bonds, and cash for wealthy individuals and institutions.
• Family Office Services (3.8% of revenue): Offers tax planning, estate management, and financial reporting for families.
• Outsourced CIO: Provides investment oversight for organizations like foundations and endowments.
• Proprietary Funds: Runs in-house investment funds, including international and special situations strategies.
• Manager Selection: Gives clients access to outside investment managers for specialized strategies.

Growth and Expansion

• Completed nine acquisitions since founding in 2002 to expand assets and expertise.
• Entered institutional markets with Outsourced CIO services, growing this segment over the past few years.
• Opened a Singapore office to reach international clients.
• Invested in brand awareness and targeted advertising.

What Makes Silvercrest Stand Out

Silvercrest focuses on personalized service for ultra-wealthy clients and select institutions. Its business model combines in-house investment strategies with access to external managers. The company maintains independence from banks and brokers, reducing conflicts of interest.

Five Things You Need to Know

• Revenue was $125.3 million in 2025, up 1.3% from 2024.
• Assets under management reached $37.0 billion in 2025, up 1.4% year-on-year.
• Operating income fell 47.1% to $9.3 million in 2025.
• Client retention averaged 98% since 2006, showing strong loyalty.
• Top 50 clients held 64% of total assets in 2025.

Bottom Line

Silvercrest has grown through acquisitions, new services, and international expansion. Its focus on high-net-worth clients and steady client retention shapes its business model.