Boston, MA Office

Silvercrest provides investment management, family office and institutional advisory services primarily to high‑net‑worth families and select institutions, managing $28.3 billion as of December 31, 2025 with discretionary authority over $23.8 billion and delivering reporting, tax and family office services for an additional $8.6 billion. Services include separately managed portfolio management, outsourced chief investment officer (OCIO) and risk and due‑diligence advisory work for institutions, as well as advisory and sub‑advisory roles to private funds and registered funds.

The firm’s investment teams emphasize bottom‑up, value‑oriented equity strategies and active fixed‑income management, employing proprietary valuation tools (including an earnings‑discount model) and generally low portfolio turnover; strategies range from concentrated U.S. and global value and growth mandates to municipal and environmental muni portfolios. Silvercrest also allocates client assets to third‑party managers and funds‑of‑funds, and integrates quantitative risk analytics (VaR, stress testing, Monte Carlo) and bespoke portfolio construction when acting as OCIO.

Noteworthy distinctions include its role advising pooled vehicles that trade futures and other commodity interests (the firm discloses reliance on CFTC Rule 4.7 reporting for certain fund activity), and the operational practices used for illiquid “Designated Investments” — including separate DI accounts and fee reserves to address valuation and withdrawal timing. The firm’s focus on high‑net‑worth families and institutions (rather than mass‑market individual clients), its combination of family office services with fund advisory/sub‑advisory activity, and its public corporate parent (Silvercrest L.P. is a subsidiary of publicly traded SAMG) are additional features that distinguish it from many peers.