Silvercrest Asset Management

EST. AUM
$28,327,993,799

CONTACTS
46

CLIENT ACCOUNTS
1,205

Firm Details

Metro area New York City
CRD Number 118333
Website silvercrestgroup.com
Client types

Overview

Silvercrest is a $33B investment firm offering wealth management, OCIO, and asset management services. Silvercrest offers asset management services for internal clients and investors outside of Silvercrest, which include value-oriented equity strategies and municipal bond strategies. The wealth management group primarily services HNW/UHNW families, and allocate assets via a combination of the strategies offered internally as well as supplementing with outside managers. The institutional OCIO practice has grown more significantly in recent years and expectations are that will continue. The investment platform offers a "best ideas" select list, which includes 1-2 best of breed managers by asset class. Additionally, Silvercrest offers proprietary fund of funds/asset allocation models. For equities, given the internal strategies have a sub-style leaning towards value, they prefer to find external managers with a growth tilt. They have some internal strategies, namely more value-oriented equity strategies and then fixed income on the municipal bond side. Elsewhere they're outsourcing to external managers. So think things that would complement those internal strategies, whether it's international emerging markets, growth equities, private equity, hedge funds. Rob Teeter leads that group and is supported by Elinor Ouyang on the research side.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Silvercrest Asset Management

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