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Jeffrey Paul Nevins

Silvercrest Asset Management Group LLC

Milwaukee, WI

CRD 4158967

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Employer firm

Silvercrest Asset Management Group LLC CRD 118333

$28.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Silvercrest Asset Management Group Llc

1330 Avenue Of The Americas 38Th Floor, New York, NY 10019-5400 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-09-08
  • WI RA
    APPROVED
    Since 2025-09-08

Branch Locations

790 N. Water Street Suite 2250, Milwaukee, WI 53202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rbc Asset Management Chicago IL 04/2013 04/2018
Cortina Asset Management Milwaukee WI 04/2018 06/2019
Silvercrest Asset Management Group Llc Milwaukee WI 07/2019 Present
Previous Registrations
  • 2007-05-24 → 2009-12-31
    Neuberger Berman Management Llc
    Chicago, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-04-25
  • S63 Uniform Securities Agent State Law Examination
    2000-04-25
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC

Nearby Investors

GREGORY BERNARD GREENHOUSE
GREGORY S PINSKY
SCOTT JOHN HANSON

Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC · MILWAUKEE, WI
BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC · MILWAUKEE, WI

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