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Welcome to Silvercrest.

Learn about Silvercrest

For nearly twenty years, Silvercrest has proudly served Individuals and Families, Institutional Investors, and Endowments & Foundations.

2002 Silvercrest Asset Management Group was founded in 2002.
$31B $31 Billion in assets under management
as of September 30, 2021
98% Silvercrest Asset Management Group
has a 98% client retention rate.
Our Focus
Individuals & Families
Institutional Asset Management
Outsourced Portfolio Solutions for Institutions

It is our goal to provide an unparalleled level of quality advice to every one of our clients. In addition to our modern approach to portfolio construction, we offer a level of personalized service and open communication not found at larger organizations that ensure our clients feel comfortable and secure with choosing Silvercrest.

More About Us

Since our founding we have proudly served individuals and families with significant financial assets, often spread across multiple generations and among varying individual, retirement, trust, and estate planning vehicles. Clients come to Silvercrest seeking a partner in the management and organization of these assets. We have a history of successfully dealing with such issues as diversifying from concentrated stock holdings or privately held assets, investing family foundations and endowments; business succession planning; investing for retirement, and estate and tax planning.

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Asset management is in our name. At our core, we are asset managers, and it is our mission to provide institutional-quality investment to all our clients. For over a decade, Silvercrest has partnered with select institutional clients to provide asset management, through our proprietary long-only equity management capabilities. We manage small through large cap value and growth equity, and international value strategies.

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We are honored to partner with several significant endowments and foundations, providing a complete outsourced chief investment officer ("OCIO") solution. Our OCIO team partners with your board to craft an investment solution that aligns your goals with risk parameters. Our OCIO team brings a wealth of experience working with large endowments and foundations.

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Summer 2021 Issue

Silvercrest Insights

This year Silvercrest began its 20th year in business, to culminate in our 20th Anniversary celebration in May 2022. The grand vision and entrepreneurial spirit of our co-founders—Moffett Cochran & Martin Jaffe—along with their colleagues and partners from the legendary firm of Donaldson, Lufkin & Jenrette (DLJ) created one of America’s most respected wealth and asset management boutiques.

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