Investment adviser · CRD 118333
SILVERCREST ASSET MANAGEMENT GROUP LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $28.3B Form ADV · Item 5.F
- Client accounts
- 1,205 Accounts, not individual clients
- Employees
- 175 Reported in this filing
- Advisory professionals
- 92 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1,081 | $18,933,968,558 | 66.8% |
| Retirement plans | 26 | $3,162,762,417 | 11.2% |
| Investment companies | 7 | $3,111,841,585 | 11.0% |
| Charities | 50 | $1,312,623,867 | 4.6% |
| Government entities | 11 | $907,073,082 | 3.2% |
| Corporations & businesses | 24 | $526,306,031 | 1.9% |
| Insurance companies | Fewer than 5 | $267,455,410 | 0.9% |
| Pooled investment vehicles | 3 | $105,962,849 | 0.4% |
Filing source
Form ADV 2070600 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
22 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SGOFI, L.P.Hedge Fund · Last reported Mar 31, 2025$0Gross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
ELLIOT DAVIS
PCAOB 149
Fund details & source
- Fund ID
- 805-9525858692
- Reported beneficial owners
- 0
- Minimum commitment
- $1M
- Form D file number
- 021-9999999
Form ADV 1941931 · Mar 31, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
1330 AVENUE OF THE AMERICAS, 38TH FLOORNEW YORK, NY, 10019-5400, United States
CRD 118333
Filing source
Form ADV 2070600 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.