Silvercrest Asset Management Group Inc. SAMG

SAMG Company Overview

Silvercrest Asset Management Group Inc. is a U.S.-based independent wealth management and institutional investment firm focused on providing investment advisory and family office services to high-net-worth individuals, families, foundations, endowments, and institutional investors. The company operates primarily within the asset management and financial advisory industries, generating revenue largely through fee-based advisory services tied to assets under management. Its core offerings include discretionary investment management, financial planning, outsourced chief investment officer (OCIO) services, and family office administration. The company also manages institutional investment strategies across equity, fixed income, and alternative asset classes.

The firm was founded in 2002 by a group of former investment professionals from U.S. Trust following organizational changes at that institution. Since inception, Silvercrest has positioned itself as an employee-owned, boutique-style fiduciary advisory firm emphasizing customized client service and long-term capital preservation. The company completed its initial public offering in 2013 and trades on NASDAQ under the ticker SAMG. Silvercrest’s strategic positioning has historically centered on maintaining a high-touch advisory model, retaining senior investment talent, and serving ultra-high-net-worth and institutional clients seeking independent investment management outside large banking platforms.