Privacy Policy


At Silvercrest, we understand that our relationship with you is based on trust. This is reflected in everything we do, including the way we handle our clients' nonpublic personal information. The following disclosure explains what personal information we collect, what we do with that information and the steps we have put in place to protect the nonpublic personal information you have entrusted to us.

If you have received a separate client privacy notice from us, as listed below, please refer to that notice for information on how we will collect and process your personal data for the provision of our products or services. For California residents, please see below.


From time to time, we gain access to your personal information through:

  • Our interaction with you on the telephone, in person or through e-mail
  • Account Applications or other forms you complete
  • Transactions in your accounts or on your behalf
  • Our website or the websites of our affiliated companies
  • Trading tools or other information tools we may make available to you
  • Third parties with whom we deal

The categories of personal information that we collect and process in order to provide our products and services include:

  • Our website or the websites of our affiliated companies
  • Trading tools or other information tools we may make available to you
  • Third parties with whom we deal

Transactional details (e.g. client account information as well as information about services, requests, queries or complaints)It is the policy of Silvercrest, in collecting personal information in the course of business to:

  • protect the confidentiality of your personal information;
  • prohibit the unlawful disclosure of your personal information; and
  • limit access to such personal information.


Personal information is used to manage the relationship with our clients, to comply with a legal obligation, and/or because we have a legitimate interest. This will include the following:

  • For research and statistical analysis with the aim of improving our services
  • To validate authorized signatories when concluding agreements and transactions;
  • To contact individuals in connection with existing transactions and contractual agreements;
  • For risk management, for fraud detection and prevention, including know your customer, antimoney laundering, due diligence requirements, credit checks, compliance with sanction rules, fraud monitoring, and tax reporting;
  • To comply with laws and regulations (including any legal or regulatory guidance, codes oropinions);
  • To send administrative information to you, such as changes to our terms, conditions and policies.


It is Silvercrest policy not to disclose any of your nonpublic personal information to third parties without your consent, unless those parties are providing services or support to us and have agreed to keep your nonpublic personal information confidential. Examples of these parties include the custodians with which you have entrusted your assets, our attorneys and the firm(s) that perform our internal auditing. Even if you cease to transact business with Silvercrest, we will continue to apply the same protections to your nonpublic personal information as we did when you were an active client.


Silvercrest Asset Management Group LLC is at the center of a small family of related companies which are owned in whole or in part by Silvercrest L.P. These affiliated companies allow us to provide greater value to our customers, employees and shareholders. In the course of our business, employees or representatives of various Silvercrest affiliates will have access to your nonpublic personal information. They have agreed to hold your information confidential and to comply with the privacy policy established by Silvercrest.


Silvercrest protects your nonpublic information from access by third parties by maintaining physical, electronic and procedural safeguards. We limit access to your information to those employees who are trained in the proper handling of nonpublic client information and who need access to the information to perform their job functions. We do not share your information for marketing purposes.

Federal law gives you the right to limit some but not all disclosure (or sharing) of your information. State laws may give you additional rights to limit sharing. You can limit our sharing information: (i) about your creditworthiness with our affiliates; and (ii) with anyone for marketing purposes.

For more information, to find out what personal information of yours we have collected, or to update your personal information, please contact the Office of the General Counsel at Silvercrest at 212-649-0623.

For separate client privacy notices received from us, please refer to these, as applicable:
Silvercrest European Investor Privacy Policy Notice
Silvercrest Cayman Funds - Cayman DPL Notice
Silvercrest California Residents Privacy Policy