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Silvercrest Asset Management Group

Asset management for individuals and institutions

Overview

Silvercrest Asset Management Group LLC provides asset management services for individuals, families, institutional investors, and endowments. It uses proprietary long-only equity strategies to tailor investment solutions and manage portfolios on a fees-based model tied to assets under management (AUM). Clients work with seasoned professionals to build and maintain personalized investment plans, with services focusing on wealth preservation and growth through active, relationship-driven asset management. The firm differentiates itself with a high client-retention rate (about 98%), reflecting its emphasis on client satisfaction, long-term relationships, and consistent service quality. The company's goal is to deliver customized, professional investment management that meets clients’ financial objectives while sustaining strong, ongoing client partnerships.

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About Silvercrest Asset Management Group

Simplify's Rating
Why Silvercrest Asset Management Group is rated
C+
Rated B on Competitive Edge
Rated C on Growth Potential
Rated C on Differentiation

Industries

Financial Services

Company Size

51-200

Company Stage

IPO

Headquarters

New York City, New York

Founded

2002

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What believers are saying

  • Q3 2026 revenue rose 4.5% to $32.7 million, helped by higher management fees.
  • Silvercrest booked $182.2 million in organic new client accounts, its strongest quarter of 2026.
  • Management expects 2027 revenue from Dublin, Atlanta, UCITS, and Asia hiring to offset costs.

What critics are saying

  • Discretionary AUM fell to $23.8 billion on October 29, 2026, pressuring fee revenue.
  • Compensation stayed 66.3% of revenue through September 2026, squeezing margins if flows weaken.
  • If expansion fails to convert, Silvercrest's small client base cannot absorb fixed costs.

What makes Silvercrest Asset Management Group unique

  • Silvercrest paired a full MiFID licence with Dublin expansion on October 29, 2026.
  • The firm serves fewer than 900 relationships, enabling highly personalized wealth management.
  • Global and international equity strategies anchor institutional distribution across Europe, Asia, and the U.S.

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Funding

Total Funding

$1.3B

Above

Industry Average

Funded Over

3 Rounds

Post IPO Equity funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Equity Funding Comparison Coming Soon

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Retirement Plan
  • Paid Vacation

Stock Price

Company News

GlobeNewswire
Nov 9th, 2026
Silvercrest Asset Management Group ranked #8 in Nasdaq eVestment's Q3 2026 Brand Awareness Rankings among consultants and asset owners in the mid-sized firm peer universe.

Silvercrest Asset Management Group ranked #8 in Nasdaq eVestment's Q3 2026 Brand Awareness Rankings among consultants and asset owners in the mid-sized firm peer universe. NEW YORK, Nov. 09, 2026 (GLOBE NEWSWIRE) - Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) is pleased to announce that the firm was ranked #8 in Q3 2026 among consultants and asset owners in Nasdaq eVestment's Brand Awareness Rankings within the mid-sized firm category (AUM $2.5 billion to $40 billion), which comprises nearly 400 firms. Nasdaq eVestment's quarterly Brand Awareness Rankings benchmark asset managers' visibility by measuring asset owner and consultant engagement with firm and product profiles on the Nasdaq eVestment platform. Allen Gray, Global Head of Institutional Business at Silvercrest, remarked, "Being recognized once again in Nasdaq eVestment's Brand Awareness Rankings reflects the consistency of our approach. We believe brand awareness is earned over time through strong investment outcomes, high-quality client service, and transparency, and we are grateful for the continued engagement of the consultant community." Silvercrest continues to invest in expanding its institutional business and deepening consultant partnerships across regions, supported by long-tenured investment teams and a multi-asset platform serving institutional and high-net-worth clients. About Silvercrest Asset Management: Silvercrest Asset Management Group LLC (the "firm") is the principal operating subsidiary of Silvercrest Asset Management Group Inc. Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser, headquartered in New York. The firm has additional offices in Atlanta, Boston, Virginia, New Jersey, California, Wisconsin, Singapore, and Dublin. Silvercrest provides traditional and alternative investment advisory and family office services to wealthy families and select institutional investors. As of September 30, 2026, the firm reported discretionary assets under management of $23.8 billion.

American Market News
Nov 2nd, 2026
Silvercrest Asset Management Group Q3 earnings call highlights.

Silvercrest Asset Management Group Q3 earnings call highlights. Posted by ABMN Staff on Nov 2nd, 2026 Silvercrest Asset Management Group (NASDAQ:SAMG) reported third-quarter revenue of $32.7 million and consolidated net income of $1.2 million, as the wealth and institutional asset manager continued investing in international distribution, personnel and regulatory capabilities. Chairman and Chief Executive Officer Rick Hough said discretionary assets under management, the primary driver of company revenue, declined by $939.2 million during the third quarter to $23.8 billion. The decline was primarily attributed to weaker markets, with $753 million of the reduction affecting revenue. Total assets under management stood at $36.2 billion at Sept. 30. Hough noted that weaker third-quarter markets followed unusually strong market conditions in the second quarter. Capital appreciation has contributed $1.7 billion of new AUM year to date, he said. AUM flows and reporting changes. Net flows were essentially flat in the quarter at $58.3 million. Silvercrest added $182.2 million in organic new client accounts, its strongest quarter for such accounts in 2026, according to Hough. Net flows also included a $373 million follow-on investment in the firm's Global Value Equity strategy. Outflows were mainly related to seasonal high-net-worth client withdrawals for tax payments and some institutional redemptions, Hough said. The company plans to modify its reporting of non-discretionary AUM at the end of the first quarter of 2027 and may eliminate the category entirely. Hough said most non-discretionary AUM is tied to flat-fee family office and related services and has limited revenue significance. The planned change would substantially reduce reported non-discretionary and total AUM on a one-time basis but would not affect revenue. Revenue increased 2% year over year through the first nine months of 2026, reflecting recovering average AUM levels, though first-quarter outflows weighed on the comparison. Hough said the company's estimated annual revenue run rate also increased by a similar percentage from Sept. 30, 2025. Quarterly financial results. Chief Financial Officer Scott Gerard said quarterly revenue increased $1.4 million from a year earlier, primarily because of a higher average annual management fee. Expenses rose $0.8 million, or 2.9%, driven principally by higher general and administrative costs, partly offset by lower compensation and benefits expense. * Reported net income attributable to Silvercrest or Class A shareholders was approximately $600,000, or $0.08 per basic and diluted Class A share. * Adjusted EBITDA was approximately $4.4 million, representing 13.5% of revenue. * Adjusted net income was approximately $1.9 million, or $0.16 per adjusted basic and diluted share. Compensation and benefits expense declined $0.5 million, or 2.1%, year over year in the quarter, reflecting lower bonus and severance accruals. That reduction was partly offset by higher salary and benefit costs related to merit increases, new hires including staff in Ireland, and higher equity-based compensation expense. General and administrative expense increased $1.3 million, or about 16%, as professional fees, travel and entertainment, and portfolio and systems costs rose. For the first nine months, revenue increased $1.5 million year over year, while expenses rose $7.6 million, or 9.2%. Year-to-date reported net income attributable to Silvercrest or Class A shareholders was approximately $1.1 million, or $0.14 per basic and diluted Class A share. Adjusted EBITDA was $11.6 million, or 12.2% of revenue, and adjusted net income totaled about $4.6 million, or $0.38 per adjusted basic and diluted share. As of Sept. 30, total assets were approximately $146.3 million, compared with $166.6 million at the end of 2025. Cash and cash equivalents were $27.8 million, down from $44.1 million at year-end, while borrowings totaled about $9 million. Total Class A stockholders' equity was approximately $45.5 million. International expansion and investment spending. Hough said Silvercrest received a full MiFID license from the Central Bank of Ireland and opened its Dublin office during the quarter. The office is intended to serve high-net-worth and institutional clients in Europe. With the Dublin and Atlanta offices completed, along with the company's UCITS fund, Australian trust and regulatory licensing work, Hough said related administrative and legal costs are expected to decline as the initiatives begin contributing revenue. The company's institutional pipeline has grown and remains strongest in global and international equity strategies, Hough said. Silvercrest is also pursuing additional ratings from global consultants to broaden institutional distribution. During the question-and-answer session, Hough said hiring in Dublin is largely complete, although the company may add one investment professional. In Asia, Silvercrest expects to announce a head of office for its high-net-worth business in the first quarter. The company already has licensing and initial hires in the region, while an employee in Australia is working on distribution across Southeast Asia, Japan and Australia. Hough said personnel investments are approaching the end of their heavy investment phase, with the company now focused on producing revenue from those investments. He said 2027 would be an important year for reducing compensation expense as a percentage of revenue. For the nine months ended Sept. 30, compensation and benefits expense was $62.9 million, or 66.3% of revenue. Hough said the company expects its compensation ratio to remain elevated while investments mature and indicated that Silvercrest intends to make equity grants to professionals involved in building the business and carrying out its strategy. Dividend and investment performance comments. Silvercrest's board declared a quarterly dividend of $0.21 per Class A common share on Oct. 28. The dividend is scheduled to be paid on or about Dec. 18 to shareholders of record as of Dec. 11. Asked about challenging performance in value strategies, Hough said comparisons with indexes have been affected by index concentration and exposure to lower-quality companies. He said Silvercrest's strategies emphasize high-quality companies and that the firm does not intend to change its investment process, though investment teams continue seeking ways to improve execution. Hough said the disparity between growth and value investing has persisted longer and widened more than in prior periods, while adding that the company believes its focus on fundamental research and high-quality businesses has performed well over longer periods. About Silvercrest Asset Management Group (NASDAQ:SAMG). Silvercrest Asset Management Group, Inc is an investment advisory and wealth management firm serving high-net-worth individuals, families, family offices, institutions, and charitable organizations. The company provides customized investment management and financial planning services designed to address clients' long-term wealth objectives. Its services include portfolio management, asset allocation, manager selection, wealth planning, family office support, and advice related to trusts, estates, and other complex financial matters.

Yahoo Finance
Oct 31st, 2026
Silvercrest shares jump 8.1% to $11.19 despite modest Q3 EPS of $0.08 on $32.7M revenue

Silvercrest Asset Management Group's shares rose 8.1% to $11.19 after the company reported third-quarter 2026 results. Revenue rose to $32.7 million from $31.3 million a year earlier. Net income was $0.65 million, against $0.62 million, and basic earnings per share were $0.08, up from $0.07. Discretionary assets under management stood at $23.8 billion, flat on the prior quarter. Net flows were roughly flat, and market moves drove the change. Adjusted EBITDA was about $4.4 million, a 13.5% margin. Compensation ran at 66.3% of year-to-date revenue. The company opened an Atlanta office, licensed Dublin, and secured a $373 million Global Value follow-on. Management points to 2027 as the first real test of its expansion.

Yahoo Finance
Oct 31st, 2026
Silvercrest Q3: $182.2M in new client accounts, but net income falls to $1.2M on heavy investment

Silvercrest Asset Management Group reported third-quarter 2026 revenue of $32.7 million, up $1.4 million from a year earlier on a higher average management fee. Net income was $1.2 million, and adjusted EBITDA was $4.4 million, a 13.5% margin. Discretionary assets under management fell $939.2 million to $23.8 billion, mainly on weaker markets. Net flows were essentially flat at $58.3 million, including a $373 million follow-on investment in its global value equity strategy. The firm received a full MiFID licence from the Central Bank of Ireland and opened a Dublin office. Chief executive officer Rick Huff said the heavy investment period is nearing its end, and 2027 should be key for revenue to offset a compensation ratio of 66.3% over nine months. The board declared a quarterly dividend of $0.21 per share.

MarketBeat
Oct 29th, 2026
Silvercrest Asset Management Group (NASDAQ:SAMG) major shareholder Equinox Partners Investment Ma buys 32,499 shares of stock.

Silvercrest Asset Management Group (NASDAQ:SAMG) major shareholder Equinox Partners Investment Ma buys 32,499 shares of stock. October 29, 2026 Key points. * Equinox Partners Investment Management bought 32,499 SAMG shares at an average $10.45 each, investing approximately $339,615 and increasing its direct stake to 867,197 shares. * Silvercrest reported quarterly EPS of $0.16, beating the $0.12 consensus estimate, while revenue of $32.71 million also exceeded expectations of $31.85 million. * SAMG shares fell 0.9% to $10.35, and analyst sentiment remained cautious, with one Hold and one Sell rating producing a consensus "Reduce" recommendation. * Interested in Silvercrest Asset Management Group? Here are five stocks we like better. Silvercrest Asset Management Group Inc. (NASDAQ:SAMG - Get Free Report) major shareholder Equinox Partners Investment Ma bought 32,499 shares of Silvercrest Asset Management Group stock in a transaction dated Thursday, October 29th. The shares were bought at an average price of $10.45 per share, for a total transaction of $339,614.55. Following the completion of the transaction, the insider directly owned 867,197 shares of the company's stock, valued at $9,062,208.65. This represents a 3.89% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Large shareholders that own more than 10% of a company's stock are required to disclose their transactions with the SEC. Equinox Partners Investment Ma also recently made the following trade(s): * On Tuesday, October 27th, Equinox Partners Investment Ma bought 899 shares of Silvercrest Asset Management Group stock. The stock was purchased at an average cost of $10.10 per share, with a total value of $9,079.90. * On Thursday, October 22nd, Equinox Partners Investment Ma purchased 3,322 shares of Silvercrest Asset Management Group stock. The stock was bought at an average price of $10.42 per share, with a total value of $34,615.24. * On Wednesday, October 21st, Equinox Partners Investment Ma purchased 14,744 shares of Silvercrest Asset Management Group stock. The shares were acquired at an average cost of $10.33 per share, with a total value of $152,305.52. * On Tuesday, October 20th, Equinox Partners Investment Ma bought 10,368 shares of Silvercrest Asset Management Group stock. The shares were purchased at an average price of $10.24 per share, for a total transaction of $106,168.32. * On Thursday, October 15th, Equinox Partners Investment Ma acquired 5,692 shares of Silvercrest Asset Management Group stock. The stock was bought at an average price of $10.47 per share, for a total transaction of $59,595.24. Silvercrest Asset Management Group trading down 0.9%. NASDAQ SAMG traded down $0.09 during trading on Thursday, reaching $10.35. The company's stock had a trading volume of 99,498 shares, compared to its average volume of 54,807. The firm has a 50 day moving average price of $10.13 and a 200 day moving average price of $12.05. Silvercrest Asset Management Group Inc. has a 12 month low of $9.09 and a 12 month high of $16.16. The firm has a market capitalization of $122.65 million, a price-to-earnings ratio of 94.10 and a beta of 0.64. Discover more MarketBeat All Access MarketBeat Research Tools Silvercrest Asset Management Group (NASDAQ:SAMG - Get Free Report) last issued its earnings results on Thursday, October 29th. The asset manager reported $0.16 EPS for the quarter, topping the consensus estimate of $0.12 by $0.04. The firm had revenue of $32.71 million during the quarter, compared to the consensus estimate of $31.85 million. Silvercrest Asset Management Group had a return on equity of 8.71% and a net margin of 0.72%. On average, equities analysts forecast that Silvercrest Asset Management Group Inc. will post 0.47 EPS for the current fiscal year. Analysts set new price targets. Several equities research analysts recently weighed in on SAMG shares. Weiss Ratings lowered Silvercrest Asset Management Group from a "hold (c-)" rating to a "sell (d+)" rating in a report on Thursday, August 20th. Wall Street Zen upgraded Silvercrest Asset Management Group from a "sell" rating to a "hold" rating in a report on Saturday, August 1st. Finally, Zacks Research upgraded shares of Silvercrest Asset Management Group from a "strong sell" rating to a "hold" rating in a report on Tuesday, July 28th. One equities research analyst has rated the stock with a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Reduce". Hedge funds weigh in on Silvercrest Asset Management Group. Hedge funds and other institutional investors have recently made changes to their positions in the company. Mirae Asset Global Investments Co. Ltd. purchased a new position in Silvercrest Asset Management Group in the third quarter valued at about $40,000. Ancora Advisors LLC purchased a new stake in Silvercrest Asset Management Group in the 2nd quarter worth $28,000. Diamond Hill Capital Management LLC Investment Advisor purchased a new position in Silvercrest Asset Management Group in the 2nd quarter valued at about $3,655,000. Punch & Associates Investment Management Inc. acquired a new stake in shares of Silvercrest Asset Management Group in the first quarter worth approximately $3,293,000. Finally, Renaissance Technologies LLC lifted its stake in shares of Silvercrest Asset Management Group by 3.0% in the first quarter. Renaissance Technologies LLC now owns 161,737 shares of the asset manager's stock worth $2,174,000 after buying an additional 4,700 shares in the last quarter. Institutional investors own 47.59% of the company's stock. About Silvercrest Asset Management Group. Silvercrest Asset Management Group, Inc is an investment advisory and wealth management firm serving high-net-worth individuals, families, family offices, institutions, and charitable organizations. The company provides customized investment management and financial planning services designed to address clients' long-term wealth objectives. Its services include portfolio management, asset allocation, manager selection, wealth planning, family office support, and advice related to trusts, estates, and other complex financial matters. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Silvercrest Asset Management Group, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Silvercrest Asset Management Group wasn't on the list. While Silvercrest Asset Management Group currently has a Reduce rating among analysts, top-rated analysts believe these five stocks are better buys. The space race is growing fast, and you don't have to have gotten in early on SpaceX to profit. This report shows seven space stocks you can buy today that may grow as rockets, satellites, defense, space internet, and new space technology become more important. Continue following MarketBeat

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