Silvercrest Asset Management Group Inc.

Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) is a full-service wealth management firm that provides comprehensive financial advisory and family office services to ultra-high net worth individuals and institutional investors. The company operates through its subsidiary, Silvercrest L.P., and maintains headquarters in New York City with additional domestic offices in Georgia, Massachusetts, Virginia, New Jersey, California, and Wisconsin, as well as an international office in Singapore.

As of December 31, 2025, Silvercrest manages $37.0 billion in assets under management across 828 client relationships with an average relationship size of $44 million. The company's top 50 relationships average $475 million and represent approximately 64 percent of total assets under management. Approximately 70 percent of discretionary assets are held for individual clients, while 30 percent serve institutional clients including public and corporate pension funds, endowments, and foundations.

Silvercrest's core business encompasses proprietary investment management strategies and outsourced manager selection services. The company offers proprietary equity strategies focused on U.S. large cap, small cap, smid cap, multi cap, equity income, and international value investing, as well as fixed income strategies in municipal bonds and taxable bonds. Complementary services include hedge fund advisory, outsourced chief investment officer services, and a comprehensive suite of family office offerings such as financial planning, tax planning and preparation, partnership accounting, fund administration, consolidated wealth reporting, and estate services.

Founded in April 2002 by professionals from DLJ Asset Management Group, Silvercrest has grown organically while completing nine strategic acquisitions that expanded its geographic presence, professional capabilities, and service offerings. The company employs 174 people as of December 31, 2025, with 63 percent of staff dedicated to client-facing portfolio management and family office services. Silvercrest maintains an average annual client retention rate of 98 percent since 2006 and has achieved a compound annual growth rate of 25 percent in assets under management since inception. The company's business model emphasizes institutional-quality investment management combined with personalized service, positioning it as a boutique firm large enough to provide comprehensive capabilities while remaining agile in client service delivery.