Silvercrest Asset Management Group Inc Dossier
Qualitative Analysis
Business overview
Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) is a premier, employee-owned wealth management firm founded in April 2002. Headquartered in New York, with offices in Atlanta, Boston, California, Virginia, Wisconsin, New Jersey, and Singapore, Silvercrest provides traditional and alternative investment advisory and family office services to ultra-high-net-worth individuals, wealthy families, and select institutional investors. As of March 31, 2026, the firm reported total assets under management (AUM) of $35.7 billion, of which $23.1 billion represents discretionary assets that primarily drive the firm's revenue streams.
Research as of 19 Jun 2026
Strategic Initiatives
Growth programs, investments, and their expected impact
A deliberate investment program focused on building intellectual capital, hiring senior talent, and expanding headcount to support long-term capabilities for the next 25 years.
Expected impact: To build a more enduring, globally capable firm and secure more significant organic flows over 2025 and 2026 as investments bear fruit.
Establishing a physical presence in high-growth wealth corridors in the Southeast United States, starting with the opening of a new office in Atlanta, Georgia.
Expected impact: To serve ultra-high-net-worth families and institutions locally, leveraging regional wealth clusters to drive net new assets.
Expanding the firm's institutional footprint beyond North America by establishing a presence in Australia, building on existing capabilities in Singapore and Europe.
Expected impact: To deepen relationships with institutional consultants, allocators, and wholesale clients in the Asia-Pacific region.