Silvercrest Asset Management Group LLC
Alpha Nasdaq OCIO Indices - ContributorNEW YORK, NY
Form ADV and provider website profile · CRD 118333 · regulatory data as of Mar 31, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Silvercrest Asset Management Group LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$28.3BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,205Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$23.8BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$4.5BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$28.3BTotal Firm AUM
$23.8BDiscretionary AUM
$4.5BNon-discretionary AUM
1,205Total accounts
1,185Discretionary accounts
20Non-discretionary accounts
Client Mix by Firm AUM
$28.3BFirm AUM
High-Net-Worth66.8%
Retirement Plans11.2%
Investment companies11.0%
Charities4.6%
Municipalities3.2%
Corporations1.9%
Insurance companies0.9%
Other Pooled Vehicles0.4%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth66.8%
1,081 clients$18.9B firm assets
Retirement Plans11.2%
26 clients$3.2B firm assets
Investment companies11.0%
7 clients$3.1B firm assets
Charities4.6%
50 clients$1.3B firm assets
Municipalities3.2%
11 clients$907M firm assets
Corporations1.9%
24 clients$526M firm assets
Insurance companies0.9%
3 clients$267M firm assets
Other Pooled Vehicles0.4%
3 clients$106M firm assets
Reported total1,205 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $18.9B | 1,081 | 66.8% |
| Retirement Plans | $3.2B | 26 | 11.2% |
| Investment companies | $3.1B | 7 | 11.0% |
| Charities | $1.3B | 50 | 4.6% |
| Municipalities | $907M | 11 | 3.2% |
| Corporations | $526M | 24 | 1.9% |
| Insurance companies | $267M | 3 | 0.9% |
| Other Pooled Vehicles | $106M | 3 | 0.4% |
| Reported total | $28.3B | 1,205 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…