Silvercrest Asset Management Group
advisor21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22-1 YoYRank #810 of mapped providers
Assets under administration$91.3B0.1%Market share · rank #149
Fees received$4MMedian $77,295/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Silvercrest Asset Management Group plan look like?
Service mix · median fees per plan
Count of plans where Silvercrest Asset Management Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid indirectly by planCode 28 | 18 | $104,383 | |
Investment management; Investment advisory (plan)Code 27 | 4 | $40,871 |
Competitor overlap
Percent of Silvercrest Asset Management Group's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Silvercrest Asset Management Group.
| Sponsor | From | Assets |
|---|---|---|
DUKE UNIVERSITYNC · 560532129-002 | TZP CAPITAL PARTNERS | $2.6B |
BOARD OF TRUSTEES, FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557MD · 526118055-001 | Benefits Administrators, LLC | $213M |
Plans lost in 2024
Appeared last year under Silvercrest Asset Management Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
MUFG BANK, LTD.NY · 135611741-016 | Morgan Stanley | $1.1B |
CAROMONT HEALTH, INC.NC · 581636959-001 | Marsh McLennan | $113M |
INDUSTRY BANCSHARES INCTX · 742679367-002 | Principal | $29M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MICROSOFT CORPORATIONWA · 911144442-001 | $65.6B | 183,509 | $820,837 | 2y | - |
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | $14.7B | 92,130 | $815,064 | 5y | - |
DUKE UNIVERSITYNC · 560532129-002 | $2.8B | 40,202 | $201,394 | 3y | 1 |
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | $2.1B | 22,897 | $226,823 | 8y | - |
BOARD OF TRUSTEES, OREGON RETAIL EMPLOYEES PENSIONOR · 936074377-001 | $1.1B | 56,361 | $155,472 | 9y | - |
CEMENT MASONS PENSION TRUST FUND FOR N.CALCA · 946277669-001 | $713M | 5,907 | $111,035 | 6y | - |
BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLANNY · 133628926-001 | $613M | 13,994 | $322,916 | 9y | - |
BOARD OF TRUSTEES OF U. A. LOCAL 38 TRUST FUNDSCA · 941285319-001 | $555M | 2,816 | $10,816 | 9y | - |
BOARD OF TRUSTEES, UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152NJ · 236209656-001 | $530M | 9,885 | $64,151 | 6y | - |
NORTON ROSE FULBRIGHT US LLPTX · 741201087-003 | $498M | 1,832 | $214,093 | 10y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (21)
Raw Schedule C names collapsed into Silvercrest Asset Management Group.
- INDUSTRIAL OPPORTUNITY PARTNERS II
- INDUSTRIAL OPPORTUNITY PARTNERS III
- INDUSTRIAL OPPORTUNITY PARTNERS IV
- INDUSTRIAL OPTICAL SERVICE, LTD
- INDUSTRIAL SUPPLY SOLUTIONS, INC
- INDUSTRY BANCSHARES
- INDUSTRY FUNDS MANAGEMENT PTY LTD
- INDUSTRY FUNDS MANAGEMENT PTY LTD.
- SILVERCREAST ASSET MANAGEMENT
- SILVERCREST
- SILVERCREST ASSET MANAGEMENT
- SILVERCREST ASSET MANAGEMENT GROUP
- SILVERCREST ASSET MANAGEMENT GROUP,
- SILVERCREST ASSET MANAGMENT GROUP
- SILVERCREST ASSET MGMT
- SILVERCREST ASSET MGMT GROUP LLC
- SILVERCREST ASSET MGMT GROUP LLCO
- SILVERCREST ASSET MGMT GROUP, LLC
- SILVERCREST ASSET MGNT GROUP
- SILVERCREST ASSET MGT GROUP LLC
- SIVERCREST ASSET MANAGEMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Silvercrest Asset Management Group's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 4.55% | 7.76% | -3.22 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 4.55% | 1.71% | +2.83 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Silvercrest Asset Management Group. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Silvercrest Asset Management Group's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Laner Muchin Ltd. | 3 | 13.6% |
| Morgan Lewis & Bockius LLP | 3 | 13.6% |
| Blitman & King LLP | 2 | 9.1% |
| Law Firm of James P Baker | 2 | 9.1% |
| Abato, Rubenstein & Abato, P.A. | 1 | 4.5% |
| Barlow & Coughran, P.S. | 1 | 4.5% |
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 4.5% |
| Bullivant Houser Bailey | 1 | 4.5% |
| Cohen Weiss & Simon LLP | 1 | 4.5% |
| Groom Law Group, Chartered | 1 | 4.5% |