About Silvercrest Asset Management Group

Silvercrest Asset Management Group Inc., a full-service wealth management company, focuses on providing financial advisory and related family office services to ultra-high net worth individuals and institutional investors in the United States. The company also offers a suite of complementary and customized family office services for families seeking comprehensive oversight of their financial affairs. As of December 31, 2016, the company had 661 client relationships. The company’s clients engage it to advise them on traditional investment strategies focused on equities, fixed income and cash, as well as non-traditional investment strategies, including hedge funds, private equity funds, real estate and commodities. The company’s clients receive a menu of proprietary investment capabilities together with an array of complementary non-proprietary capabilities offered by unaffiliated firms selected by the company. In addition to its investment capabilities, the company also provides its clients with family office services and related administrative services, which include financial planning, tax planning and preparation, partnership accounting and fund administration, and consolidated wealth reporting. Strategy The company’s growth strategy would continue to be to grow business organically, to complement its organic growth with strategic hires and acquisitions, and to expand its presence in the institutional market. Regulations Silvercrest Asset Management Group LLC (SAMG LLC), the company’s subsidiary, is registered with the Securities and Exchange Commission (SEC) as an investment adviser under the Investment Advisers Act of 1940, as amended. Due to rule amendments by the U.S. Commodity Futures Trading Commission (CFTC), SAMG LLC is registered with the CFTC and the National Futures Association as a commodity pool operator and/or commodity trading advisor. Pursuant to the mandate of the Dodd-Frank Wall Street Reform and Consumer Protection Act, the SEC and the CFTC have adopted certain reporting requirements that require the company to report certain information about various private funds, commodity pools and commodity trading advisers, including regulations promulgated under the authority given to the SEC and CFTC under Sections 404 and 406 of the Dodd-Frank Wall Street Reform and Consumer Protection Act requiring a Form-PF and/or a CTA-PQR and CTA-PR to be filed by the company. To the extent that SAMG LLC or any other of the company’s affiliates is a ‘fiduciary’ under the Employee Retirement Income Security Act of 1974, as amended (ERISA) with respect to benefit plan clients, it is subject to ERISA and to regulations promulgated thereunder. History Silvercrest Asset Management Group Inc. was founded in 2002.