San Diego, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Silvercrest Asset Management Group LLC
Multi-team
Firm-wide stats for Silvercrest Asset Management Group LLC
Clients per advisor
31 Very LowAvg AUM per client
$17,515,235 Very HighHNW client ratio
100% Very HighAbout
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.
Expertise
Occupation focus
Location
12760 High Bluff Drive, Suite 300
San Diego CA 92130
Advisors at this office
3
Advisors at this office
Alphonse C
CFA®, Series 63, Series 65
San Diego, CA
Silvercrest Asset Management Group LLC
Alphonse Chan Jr. is a CFA® charterholder with 31 years of industry experience. He has worked at Silvercrest Asset Management Group LLC since 2019 and previously spent six years at Neosho Capital. Chan is based in San Diego, CA. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm employs a combination of proprietary equity and fixed-income strategies alongside tailored portfolio management and quantitative risk analytics.
Christopher R
CFA®, Series 63, Series 65
San Diego, CA
Silvercrest Asset Management Group LLC
Christopher Richey is a CFA charterholder with 28 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2019 and previously worked at Neosho Capital LLC for 15 years. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to client portfolios.
Robert C
CFA®, Series 63, Series 65
San Diego, CA
Silvercrest Asset Management Group LLC
Robert Choi is a CFA® charterholder with 21 years of industry experience. He has worked at Silvercrest Asset Management Group LLC since 2019 and previously spent four years at Neosho Capital. Based in San Diego, CA, he holds Series 63 and Series 65 licenses. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management alongside family office services and employs a range of proprietary equity and fixed-income strategies tailored to client objectives.
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