Increase in Discretionary AUM
Discretionary AUM increased by $687 million during the third quarter, with a 3% sequential quarterly increase and an 8% year-over-year increase, reaching $24.3 billion.
Record Total AUM
Total assets under management at the end of the third quarter hit a new high at $37.6 billion.
Significant Organic Client Growth
Silvercrest added $46.4 million in organic new client accounts during the third quarter, with a total of $564 million in new client accounts through the third quarter of 2025.
Strong Pipeline and New Initiatives
The firm has a robust new business pipeline, particularly with the new global value equity strategy and expansion initiatives in Europe, Oceania, and Asia.
OCIO Assets Growth
OCIO assets reached almost $2.2 billion with a strong pipeline, including a new foundation joining with $70 million in assets.
Share Repurchase Program
As of the end of the third quarter of 2025, Silvercrest repurchased approximately $16 million worth of shares, with $8-9 million remaining in the buyback program.