Silvercrest Asset Management Group LLC

Silvercrest Asset Management Group is an investment management company based out of New York. The company was founded in 2002 and currently has 99 employees with 35 of them being investment professionals. On top of its headquarters, the company also has additional locations in Charlottesville, Los Angeles, Richmond, and Boston. Silvercrest Asset Management Group utilizes both internal and external research, utilizing quantitative and fundamental analysis and a bottom up investment approach to make its investment decisions. The company invests in the public equity and fixed income markets within the United States, focusing on the value stocks of companies across all market caps. Silvercrest Asset Management Group invests most heavily in the finance sector, which alone makes up over a fifth of its total asset allocations, and the firm also invests in the industrials, information technology, health care, consumer discretionary, energy, consumer staples, materials, and utilities and telecommunications sectors, among others to a lesser degree, in order of decreasing allocation. The company currently has over $18 billion in total assets under management spread across over 850 accounts, all of which are discretionary except for 24, which makes up approximately $6.2 billion in managed assets. Although its total number of accounts steeply declined from over 4,500 to its current amount in 2013, its total assets under management has been steadily increasing, growing from $7.9 billion in 2010 to well over twice that amount today. Silvercrest Asset Management Group caters to a diverse client base with high net worth individuals as its main clients, alone making up almost two thirds of its clientele, and the firm also provides services to individuals, business development companies, investment advisors, state or municipal entities, corporations, pooled investment vehicles, investment companies, charities, pension and profit sharing plans, and banking or thrift institutions, among others, in order of decreasing clientele. Silvercrest Asset Management Group currently provides portfolio management including equity, fixed income, outsourced, alternative, and estate and financial planning.