Silvercrest Asset Management Group Inc.

Frequently Asked Questions About SAMG

What does SAMG invest in?

Silvercrest Asset Management Group Inc. is a financial services organization primarily focused on wealth management. This firm delivers financial advisory services and comprehensive family office solutions to clients throughout the United States. Its clientele includes ultra-high-net-worth individuals and their families, as well as their trusts, endowments, foundations, and various other institutional investors. Beyond advisory, Silvercrest also manages multi-manager investment funds (funds of funds) and a range of other investment vehicles. Founded in 2002, the company maintains its headquarters in New York City.

What is the expense ratio of SAMG?

An expense ratio for Silvercrest Asset Management Group Inc. (SAMG) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is SAMG?

Silvercrest Asset Management Group Inc. (SAMG) manages $76.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SAMG actively managed or an index fund?

SAMG's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SAMG launched?

Silvercrest Asset Management Group Inc. (SAMG) launched in June 2013 and is managed by the fund issuer.

How has SAMG performed?

SAMG's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.