Silvercrest Asset Management Group Inc.
Silvercrest Asset Management Group Inc. is a U.S.-based wealth management firm organized around Silvercrest L.P. and its subsidiaries. It provides investment advisory services and complementary family office services to ultra-high net worth individuals, families, and institutional investors, with assets managed through discretionary accounts and private funds.
Tilikausi 2025 · muutos edellisvuodesta
Kehitys 2020–2025
Liiketoiminta
Osuus liikevaihdostaSeparately managed client accounts where Silvercrest makes day-to-day investment decisions.
Investment funds and funds of funds managed by Silvercrest for eligible investors.
Administrative and advisory support for wealthy families' financial affairs.
Investment advisory mandates for institutions and related clients.
Tuotteet
Raportoitu · osuus liikevaihdosta- Managed Accounts93,2 %
- Tax and Family Office Services3,5 %
- Silvercrest Funds3,0 %
- Fund Administration0,3 %
Lähde: 10-K FY2025, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
Silvercrest serves ultra-high net worth individuals and families that want customized investment management and broader oversight of complex financial affairs. It also works with institutional investors that need advisory mandates and access to specialized investment strategies. The business is built around long-duration client relationships, where performance, service, and trust influence asset retention and new mandates.
Buy discretionary portfolio management and tailored advisory services to preserve and grow complex personal wealth.
Use family office services for reporting, administration, and coordination of financial affairs.
Engage Silvercrest for investment advisory services and specialized mandates.
Invest in Silvercrest-managed private funds and funds of funds for strategy exposure.
Strategia
Silvercrest’s strategy centers on attracting and retaining ultra-high net worth and institutional clients with classic value-oriented investment strategies and high-touch service. It also uses family office capabilities and private fund offerings to deepen client relationships and broaden wallet share across advisory, administrative, and investment products. Because revenue depends on assets under management, client acquisition, investment performance, and retention are central to the business model.
Management fees are driven primarily by AUM, so asset growth directly supports revenue.
Client retention and new mandates depend on relative performance and relationship quality.
Complementary services can deepen client relationships and increase share of wallet.
Maantiede
Silvercrest is headquartered in the United States and its business is primarily tied to U.S.-based clients and markets. The filings provided do not disclose a country-by-country revenue split, so the geographic profile is best understood as a domestic wealth-management platform with some institutional and fund-related exposure beyond a single client type. Because revenue is driven by assets under management, geography matters mainly through where clients are located and where investment relationships are maintained.
Riskit
Silvercrest is exposed to market-driven AUM volatility, since advisory fees rise and fall with the value of client assets. It also faces client retention and performance risk: weaker relative returns can reduce inflows or trigger withdrawals, while private fund performance fees depend on high-water marks and market conditions. As a wealth manager, it is also exposed to regulatory, fiduciary, and key-person risks that are common in relationship-based advisory businesses.
Advisory fees are based on market value of assets managed, so falling markets reduce fee revenue.
Kohdistuu: Discretionary managed accounts and advisory mandates
Clients may redeem or reallocate assets if strategies underperform peers or benchmarks.
Kohdistuu: Wealth management and private fund relationships
Performance fees and allocations depend on high-water marks and fund returns, making them uneven over time.
Kohdistuu: Private funds and partnership interests
Investment advisers must meet conduct, disclosure, and suitability obligations that can affect operations and costs.
Kohdistuu: Registered investment advisory activities
Kirjanpito
Harkinnanvaraiset erätRevenue changes with market values and client flows, so period-to-period comparability can be volatile.
Vaikutus: Management and advisory fees
Performance income is recognized only when fund hurdles are achieved, creating lumpy results.
Vaikutus: Other income and fund-related earnings
The consolidated structure requires allocation of profits to limited partners outside common shareholders.
Vaikutus: Net income attributable to Silvercrest
AUM is presented using fair value concepts, and market movements directly affect fee base and disclosures.
Vaikutus: Revenue and KPI presentation
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Päivitetty: 24.9.2026