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Alphonse Ignatius Chan

Silvercrest Asset Management Group LLC

San Diego, CA

CRD 2577321

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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
CA RA APPROVED 2025-11-30
TX RA APPROVED 2020-01-02
  • CA RA
    APPROVED
    Since 2025-11-30
  • TX RA
    APPROVED
    Since 2020-01-02

Branch Locations

12760 High Bluff Drive Suite 300, San Diego, CA 92130 • 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
Neosho Capital La Jolla CA 07/2013 01/2019
Silvercrest Asset Management Group Llc San Diego CA 01/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-09-01
S63 Uniform Securities Agent State Law Examination 1995-01-12
  • S65 Uniform Investment Adviser Law Examination
    1995-09-01
  • S63 Uniform Securities Agent State Law Examination
    1995-01-12
Designations
  • Chartered Financial Analyst
Other Names
  • Alphonse I Hinglung Chan
  • Alphonse Chan
  • Al Chan

View on SEC IAPD

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