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William Gadsden

Advisor at Silvercrest Asset Management Group LLC

Updated today

Location

Bedminster, NJ 07921

Credentials

CFA®, Series 63

Industry experience

22 years

About

William Gadsden is a CFA® charterholder with 21 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client needs.

Client services

Based on Silvercrest Asset Management Group LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Silvercrest Asset Management Group LLC

Active portfolio management Concentrated stock management Real estate investing Tax-loss harvesting

Occupation focus

Based on Silvercrest Asset Management Group LLC

Founder/Business Owner Retired Executive

Fee options

Percentage

$0 - $10 million: 1.00% $10 million+: .60%

Performance-based

Negotiated performance fees for one institutional client; various Funds charge 10% performance fees with hurdles and loss carryforwards

Location

135 Route 202/206, Suite 10

Bedminster, NJ 07921

Most active in

New Jersey · Texas

Work history

Silvercrest Asset Management Group LLC

2015 - Present (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

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Madison, NJ

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Passive / index investing
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Highland Park, NJ

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Options & derivatives strategies Active portfolio management
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Nitin A

Series 65

Bridgewater, NJ

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Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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Brian O

CFP®, Series 63, Series 65

Morristown, NJ

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Options & derivatives strategies Private / alternative investments
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Daren O

Series 66

Whippany, NJ

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Passive / index investing
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