Silvercrest Asset Management Group Inc. Class A (SAMG)

Over the past six months, SAMG's stock price has declined by 15.68%. Key events include the Q4 and Year-End 2025 Earnings Report on March 16, 2026, which led to a stock decline due to decreased discretionary AUM and a net loss. In Q3 2025, discretionary AUM increased, but net client outflows were observed. The company announced a new $25 million share repurchase program in May 2025, which was almost completed by the end of 2025. The stock's 52-week range is between $13.00 and $16.99.

Based on historical data over 13 years, Silvercrest Asset Management Group Inc. exhibits some demand seasonality, though its consistency is rated as "Poor". October has historically been the strongest month, while September tends to be the weakest month. The company has an average annual return of 2.62% with an overall monthly win rate of 48.1%.

Silvercrest Asset Management Group Inc. (SAMG) is an independent, employee-owned registered investment adviser founded in April 2002, operating in the Financial sector. It provides financial advisory and family office services to ultra-high-net-worth individuals, families, and select institutional investors. Its services include traditional and alternative investment advisory, portfolio management, and outsourced investment services. As of December 31, 2025, Silvercrest reported $37 billion in assets under management (AUM).

Silvercrest Asset Management Group Inc. has a significant presence across the United States with offices in New York, Boston, California, Virginia, Wisconsin, New Jersey, and Atlanta, Georgia. The company is also actively expanding its global footprint, with recent initiatives including hiring business development leads in Atlanta and Singapore, pursuing regulatory licensing in Europe, and establishing professionals in London and Australia. They are also in the process of creating an Australian investment trust and a UCITS vehicle in Europe, with regulatory approval for a new Dublin office expected in the second quarter of 2026.

Silvercrest Asset Management Group Inc. has demonstrated a positive brand reputation in the past year, marked by increasing visibility and strategic expansion. In Q4 2025, Silvercrest was ranked #6 among consultants in Nasdaq eVestment's Brand Awareness Rankings within the mid-sized firm category. The firm boasts an impressive 98% client retention rate and added $688.3 million in organic new client accounts in 2025. Silvercrest has been making significant strategic investments to promote growth opportunities, including expanding its international business development efforts.

Silvercrest Asset Management Group Inc. has significant institutional ownership, with 115 institutional owners and shareholders holding approximately 59% of the company as of April 19, 2025. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc., and Long Path Partners, LP. Employee ownership has seen dilution since the company's IPO in 2013, with principals holding approximately 32.9% of distributions via Class B units as of December 31, 2023.