Silvercrest Asset Management Group

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.

About Silvercrest Asset Management Group

Simplify's Rating
Why Silvercrest Asset Management Group is rated
B-
Rated B on Competitive Edge
Rated B 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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Simplify's Take

What believers are saying

  • June 30, 2026 total AUM hit $37.0 billion, up 3.6% sequentially.
  • Q2 2026 organic new client account flows reached $111 million, above Q1's $81 million.
  • Ireland MiFID licensing and new Dublin leadership open European family-office and institutional mandates.

What critics are saying

  • Q2 2026 discretionary AUM reached $24.7 billion, yet revenue stayed $30.8 million.
  • Compensation and benefits consumed 66.6% of revenue in Q2 2026, crushing margins.
  • Analysts rate SAMG Reduce; prolonged outflows or fee compression can erase its dividend.

What makes Silvercrest Asset Management Group unique

  • Independent, employee-owned adviser since 2002; founder Richard Hough still leads.
  • Niche, high-touch model serves fewer than 900 relationships with 5:1 professional coverage.
  • Dublin, Atlanta, and Melbourne hires extend its boutique platform into Europe and APAC.

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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
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Stock Price

Company News

Associated Press
Sep 11th, 2026
Silvercrest secures Ireland MiFID licence to expand $25B wealth management business in Europe

Silvercrest Asset Management has secured a full MiFID licence from the Central Bank of Ireland to expand its international operations. The Nasdaq-listed firm, founded in 2002 and headquartered in New York, manages $25 billion in discretionary assets. The licence enables Silvercrest to serve ultra-high-net-worth clients and institutional investors across Ireland and Europe. The firm maintains a 5:1 client-to-professional ratio and 98% client retention. Silvercrest's Dublin office, its first European base, is led by Managing Director Fintan Maher, who joined last month alongside Director and Portfolio Manager Colm Galvin. The firm operates seven US offices and has presence in Singapore, London, and Australia.

Quiver Quantitative
Aug 12th, 2026
Silvercrest Asset Management Group expands Dublin office with appointments of Fintan Maher and Colm Galvin.

Silvercrest Asset Management Group expands Dublin office with appointments of Fintan Maher and Colm Galvin. Posted: 3 weeks, 2 days ago / Aug. 12, 2026 1:12 p.m. UTC Fintan Maher and Colm Galvin join Silvercrest's Dublin office, enhancing leadership with extensive wealth management experience. Quiver AI summary. Silvercrest Asset Management Group Inc. has announced the appointment of Fintan Maher as the head of its new European office in Dublin, along with Colm Galvin joining the leadership team. Maher brings over 25 years of experience in wealth management and family offices from Ireland and Australia, previously leading a family advisory business and holding executive roles at various investment firms. Galvin, with over two decades of investment and treasury management experience, was the Founding Partner of MGK Capital Partners and served as Head of U.S. Markets at Bank of Ireland. Silvercrest, founded in 2002, specializes in providing institutional-quality investment management and advisory services to high-net-worth families and institutional investors, with $25 billion in assets under management as of June 30, 2026. The establishment of the Dublin office marks Silvercrest's expansion into the Irish market to enhance its service offerings to clients across Europe. Potential positives. * Fintan Maher and Colm Galvin's appointments bring over 45 years of combined leadership experience in wealth management and investment, enhancing Silvercrest's expertise and credibility in the industry. * The establishment of the Dublin office represents Silvercrest's strategic expansion into the European market, signaling its commitment to serving high-net-worth clients internationally. * Silvercrest's significant assets under management ($25 billion) and remarkable client retention rate (98%) highlight the firm's strength and reliability as a financial adviser. Potential negatives. * Appointment of new executives may raise concerns about the potential need for leadership changes and restructuring within the company. * The transition into the Irish market could signify challenges in expanding operations and meeting the expectations of new international clients. * Despite the significant assets under management, the firm serves a very limited number of clients, which raises questions about dependency on a small client base for revenue stability. Faq. Who has been appointed head of Silvercrest's European office? Fintan Maher has been appointed head of Silvercrest's European office, headquartered in Dublin. What is the experience of Fintan Maher? Fintan Maher brings over 25 years of leadership experience in wealth management and family offices. What role has Colm Galvin taken at Silvercrest? Colm Galvin has joined the leadership team at Silvercrest, bringing over two decades of investment experience. What services does Silvercrest provide? Silvercrest offers institutional-quality investment management, financial planning, tax-aware portfolio construction, and other advisory services. What recent developments has Silvercrest made in Europe? Silvercrest has opened its Dublin office as its first European base to better serve clients across the EU. Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here. EARLY ACCESS Receive SAMG Data Alerts Real-time alerts on filings, insider trades, and market signals - before everyone else. $SAMG revenue. $SAMG had revenues of $30.8M in Q2 2026. This is an increase of 0.36% from the same period in the prior year. $SAMG hedge fund activity. We have seen 48 institutional investors add shares of $SAMG stock to their portfolio, and 39 decrease their positions in their most recent quarter. Here are some of the largest recent moves: * PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added 245,031 shares (+inf%) to their portfolio in Q1 2026, for an estimated $3,293,216 * BOSTON PARTNERS removed 194,061 shares (-79.9%) from their portfolio in Q2 2026, for an estimated $1,961,956 * CM WEALTH ADVISORS LLC added 45,305 shares (+inf%) to their portfolio in Q2 2026, for an estimated $458,033 * MARSHALL WACE, LLP removed 40,852 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $549,050 * GABELLI FUNDS LLC removed 32,699 shares (-17.7%) from their portfolio in Q1 2026, for an estimated $439,474 * CITADEL ADVISORS LLC added 30,308 shares (+inf%) to their portfolio in Q1 2026, for an estimated $407,339 * JANE STREET GROUP, LLC removed 21,559 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $289,752 To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint. Full release. * Fintan Maher has been appointed head of Silvercrest's European office, headquartered in Dublin, bringing more than 25 years of leadership experience in wealth management and family offices across Ireland and Australia. * Colm Galvin has also joined the leadership team, having previously served as Founding Partner of MGK Capital Partners and has over two decades of investment and treasury management experience. NEW YORK, Aug. 12, 2026 (GLOBE NEWSWIRE) - Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) is pleased to announce the joining of Fintan Maher and Colm Galvin to its Dublin office. Founded in 2002 to serve the world's wealthiest families and institutional investors, Silvercrest is an independent, employee-owned, and publicly-traded registered investment adviser. With $25 billion in discretionary assets under management as of June 30, 2026, the firm serves fewer than 900 client relationships globally, maintaining a 5:1 client-to-professional ratio and 98% client retention. Silvercrest's private client business offers institutional-quality investment management alongside financial planning, tax-aware portfolio construction, estate and trust coordination, philanthropy, family governance, and other advisory services tailored to a limited number of high-net-worth individuals and families. The Firm's asset management business provides specialist investment solutions for large institutional allocators, including pensions funds, endowments & foundations. The key executive hires follow the firm's move into the Irish market to broaden its ability to serve select clients internationally. Maher joins Silvercrest with more than 25 years of leadership experience in wealth management and family office businesses across Ireland and Australia. He most recently led Goodbody's newly established Family Advisory business. Prior to this, he spent nearly seven years as Managing Director of Key Capital's wealth arm. Earlier in his career, Maher acted as National Head of Wealth at Myer Family Company in Sydney and CIO of Irelandia Investments, the Ryan family's private office Galvin joins Silvercrest with over 20 years of experience in financial markets. He was most recently Founding Partner of MGK Capital Partners - a Dublin-based multi-family office - where he provided comprehensive family balance sheet advice and invested across public and private markets. Prior to that, he spent nearly two decades at Bank of Ireland, culminating in his role as Head of U.S. Markets and Treasury, where he led the bank's U.S. Markets Division. About Silvercrest: 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 seven additional offices in the United States, an office in Singapore, and team members based in Europe and Australia. The firm has opened its Dublin office as its first European base of operations to support existing clients across the EU. As of June 30, 2026, the firm reported discretionary assets under management of $24.7 billion.

MarketBeat
Jul 30th, 2026
Silvercrest Asset Management Group (NASDAQ:SAMG) issues quarterly earnings results.

Silvercrest Asset Management Group (NASDAQ:SAMG) issues quarterly earnings results. July 31, 2026 Key points. * Silvercrest met earnings expectations, reporting quarterly EPS of $0.10, while revenue of $30.78 million came slightly below the $30.90 million analyst consensus. * SAMG shares fell 0.8% to $9.90, near the lower end of their 52-week range. Analysts remain cautious, with the stock carrying an average "Reduce" rating. * The company paid a quarterly dividend of $0.21 per share, equal to an annualized $0.84 and an 8.5% yield; its dividend payout ratio stands at a high 280%. * Five stocks we like better than Silvercrest Asset Management Group. Silvercrest Asset Management Group (NASDAQ:SAMG - Get Free Report) released its quarterly earnings data on Thursday. The asset manager reported $0.10 earnings per share for the quarter, hitting analysts' consensus estimates of $0.10, FiscalAI reports. The company had revenue of $30.78 million for the quarter, compared to analysts' expectations of $30.90 million. Silvercrest Asset Management Group had a net margin of 2.12% and a return on equity of 10.51%. Silvercrest Asset Management Group stock down 0.8%. SAMG traded down $0.08 during trading on Thursday, hitting $9.90. 53,972 shares of the stock were exchanged, compared to its average volume of 51,899. The firm has a market capitalization of $117.31 million, a P/E ratio of 33.00 and a beta of 0.66. Silvercrest Asset Management Group has a 1-year low of $9.57 and a 1-year high of $16.99. The stock has a fifty day moving average price of $10.65 and a two-hundred day moving average price of $12.91. Silvercrest Asset Management Group dividend announcement. The company also recently declared a quarterly dividend, which was paid on Friday, June 19th. Investors of record on Friday, June 12th were paid a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a yield of 8.5%. The ex-dividend date was Friday, June 12th. Silvercrest Asset Management Group's dividend payout ratio (DPR) is currently 280.00%. Wall Street analyst weigh in. Several research analysts have recently issued reports on SAMG shares. Wall Street Zen cut shares of Silvercrest Asset Management Group from a "hold" rating to a "sell" rating in a report on Saturday, May 16th. Zacks Research upgraded shares of Silvercrest Asset Management Group from a "strong sell" rating to a "hold" rating in a research note on Tuesday. Finally, Weiss Ratings cut shares of Silvercrest Asset Management Group from a "hold (c-)" rating to a "sell (d+)" rating in a research report on Wednesday, May 27th. One investment analyst has rated the stock with a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of "Reduce". Discover more Stock Market News Business News Institutional investors weigh in on Silvercrest Asset Management Group. Several large investors have recently modified their holdings of the company. Jane Street Group LLC acquired a new position in shares of Silvercrest Asset Management Group in the 1st quarter valued at $242,000. Raymond James Financial Inc. purchased a new stake in Silvercrest Asset Management Group in the 2nd quarter valued at $247,000. Gamco Investors INC. ET AL raised its position in Silvercrest Asset Management Group by 42.0% in the 2nd quarter. Gamco Investors INC. ET AL now owns 28,409 shares of the asset manager's stock valued at $451,000 after purchasing an additional 8,409 shares during the last quarter. Marshall Wace LLP boosted its stake in Silvercrest Asset Management Group by 18.5% during the 4th quarter. Marshall Wace LLP now owns 40,852 shares of the asset manager's stock worth $621,000 after purchasing an additional 6,366 shares during the period. Finally, Boston Partners boosted its stake in Silvercrest Asset Management Group by 9.3% during the 4th quarter. Boston Partners now owns 232,310 shares of the asset manager's stock worth $3,529,000 after purchasing an additional 19,753 shares during the period. 47.59% of the stock is owned by institutional investors and hedge funds. About Silvercrest Asset Management Group. Silvercrest Asset Management Group Inc, headquartered in New York City, is an independent registered investment adviser that specializes in delivering customized wealth and asset management solutions for high-net-worth individuals, family offices and institutional clients. Founded in 2002 by senior professionals from leading financial institutions, Silvercrest has built its reputation on a disciplined, research-driven investment process and a commitment to personalized client service. The firm's core offerings include discretionary and non-discretionary portfolio management across equities, fixed income, hedge funds and alternative investments. 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. Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries. "Physical AI" is coming to the United States, and there are four ways that investors can gain exposure to this new robotics revolution. Plus, learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.

The Mirror Democrat and Savanna Times-Journal
Apr 29th, 2026
Silvercrest establishes Atlanta office, hires Brittain Prigge.

Silvercrest establishes Atlanta office, hires Brittain Prigge. * 3 hrs ago NEW YORK, April 29, 2026 (GLOBE NEWSWIRE) - Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) today announced the opening of its first Atlanta office, marking a key milestone in the firm's expansion into high-growth wealth markets. The office builds on Silvercrest's existing client relationships and business development efforts. The firm also announced the appointment of Brittain Prigge as Managing Director. Brittain joins Silvercrest with over 35 years of wealth management expertise. Prior to Silvercrest, she was a founding partner and President of Balentine, one of Atlanta's most respected multi-family offices. The Atlanta office represents an important step in Silvercrest's broader Southeast and national market strategy, reinforcing the firm's commitment to serving ultra-high-net-worth individuals and families in dynamic and growing markets. Richard R. Hough III, Chairman and Chief Executive Officer of Silvercrest, said, "Atlanta is a natural next step in our expansion strategy, reflecting both the strength of the market and the increasing demand for thoughtful, long-term investment and advisory services. We have tremendous confidence in Brittain. Her deep understanding of the Atlanta community, combined with her longstanding relationships and respected track record, uniquely position her to contribute to our growth." Ms. Prigge added, "Silvercrest's client-first philosophy and long-term approach to investing strongly align with the needs of families and institutions in Atlanta. I'm excited to join the team to continue building the firm's presence here and to deliver the level of personalized advice and partnership that clients expect." Silvercrest's Atlanta expansion underscores the firm's disciplined approach to growth, which focuses on establishing a presence in leading commercial markets. The firm combines a high-touch, boutique culture with institutional-quality investment capabilities, delivering a fully integrated approach to wealth management tailored to the complex needs of ultra-high-net-worth families. Silvercrest's investment in Atlanta reflects its long-term commitment to the region. About Brittain Prigge Brittain E. Prigge, CFA, is a Managing Director and Portfolio Manager at Silvercrest Asset Management Group. Prior to joining Silvercrest, Ms. Prigge served as President and Head of Multi-Family Office at Balentine, where she was a founding member of the firm and sat on both the Management Committee and the Board of Managers. Previously, she served as Head of Investment Advisory, Southeast at Wilmington Trust, where she managed the firm's investment advisory practice across the southeastern United States following Wilmington Trust's acquisition of Balentine & Company in 2002. Ms. Prigge began her career at Merrill Lynch, Pierce, Fenner and Smith, and joined Balentine & Company in 1994, becoming a partner in 2001. Ms. Prigge is a frequent speaker at Barron's conferences and industry events and has been recognized as one of the Top 100 Women Financial Advisors by the Financial Times and as a Woman of Influence by the Atlanta Business Chronicle. Ms. Prigge serves on the boards of Covenant House Georgia, the Buckhead Coalition, Breakthrough Atlanta, and the Metro Atlanta Chamber. Ms. Prigge received a B.A. in Political Science from Vanderbilt University and is a member of the CFA Institute and the CFA Society of Georgia, as well as the Ultra High Net Worth Institute. About Silvercrest 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. Silvercrest provides traditional and alternative investment advisory and family office services to wealthy families and select institutional investors, and has offices in New York, Atlanta, Boston, California, Virginia, Wisconsin, New Jersey, and Singapore. As of December 31, 2025, the firm reported assets of $37 billion. 212-649-0601 Sections.

Yahoo Finance
Mar 17th, 2026
Silvercrest Asset Management reports $24B AUM despite Q4 net loss and $50.4M share buyback

Silvercrest Asset Management Group reported mixed Q4 2025 results, with discretionary assets under management declining 1.2% quarterly to $24 billion, though rising 3% year-over-year from $23.3 billion. The company posted a net loss of $0.1 million for the quarter. Despite the quarterly decline, Silvercrest added $688.3 million in new client accounts during 2025, with particularly strong performance in global and international equity strategies. However, total compensation and benefits expenses increased to 67% of revenue, up from 62% in 2024, reflecting strategic investments in headcount and international expansion. The firm completed a $25 million share repurchase programme, buying back approximately $50.4 million worth of shares. Cash and cash equivalents decreased from $68.6 million to $44.1 million year-over-year.

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