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Peter Ferdinand Tobeason

Silvercrest Asset Management Group LLC

Boston, MA

CRD 5058793

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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
MA RA APPROVED 2025-09-15
TX RA APPROVED_RES 2013-01-23
  • MA RA
    APPROVED
    Since 2025-09-15
  • TX RA
    APPROVED_RES
    Since 2013-01-23

Branch Locations

30 Rowes Wharf Suite 418, Boston, MA 02110 • 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
Silvercrest Asset Management Group Llc New York NY 11/2012 Present

View on SEC IAPD

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