Silvercrest Asset Management Group Inc. Class A (SAMG)

Over the past six months, Silvercrest Asset Management Group Inc.'s stock has experienced a slight decline. The share price decreased between October 2024 and October 2025, but had gained year-to-date as of April 2025, coinciding with increased institutional ownership and AUM growth. In Q2 2025, Silvercrest's EPS missed forecasts, and revenue was below expectations, but total AUM reached a new high. The company announced a new stock buyback program and completed a stock repurchase, and the dividend was increased. A market update discussed the Federal Reserve's rate cut and its potential implications.

Silvercrest Asset Management Group Inc.'s revenue is primarily generated through management and advisory fees, performance fees, and family office services fees, with AUM growth being a critical factor. The company primarily bills quarterly in advance. There is no specific information indicating traditional demand seasonality for Silvercrest's products and services. The company's financial performance is more closely tied to overall market performance, investor confidence, and its ability to attract and retain clients. Silvercrest remains optimistic about securing significant organic client flows in 2025 and 2026.

Silvercrest Asset Management Group Inc. is an independent, employee-owned registered investment advisory firm providing financial advisory and family office services to ultra-high-net-worth individuals, families, and select institutional investors. They offer asset management, financial planning, estate management, investment advisory, and family office services, with investment capabilities in equities, fixed income, hedge funds, private equity, real estate, and commodities. The firm also provides fiduciary, personal, and concierge services, and manages funds of funds and other investment funds, aiming to deliver institutional-quality intellectual capital and personalized service.

Silvercrest Asset Management Group Inc. is headquartered in New York, NY, with additional offices across the United States in Bedminster, NJ; Boston, MA; Charlottesville, VA; Milwaukee, WI; Richmond, VA; San Diego, CA; and Princeton, NJ. The firm has a broader international presence with employees across North America, Europe, and Asia, and has recently expanded its business development and market leads into Atlanta and Singapore.

Silvercrest Asset Management Group maintains a strong brand reputation, emphasizing its independent, employee-owned, and client-centric approach. The firm aims to deliver institutional-quality intellectual capital and personalized service. Silvercrest Asset Management Group had a clean record with no legal, regulatory, or other disciplinary disclosures as of August 2021. Silvercrest has been recognized on Forbes Top Advisor rankings and ranked #1 for Essentia Analytics' Q4 2024 Behavioral Alpha Benchmark. The company has been actively expanding its team and strategic investments, including new business development and market leads in Atlanta and Singapore, and building out its Global Value Equity strategy.

Silvercrest Asset Management Group Inc. has a highly concentrated institutional ownership structure, with institutional ownership surging to 59% of the company's shares. Hedge funds collectively hold 9.9%, with Long Path Partners, LP being the largest single institutional shareholder. The top 12 institutional shareholders combined own 51% of SAMG. Major institutional owners include BlackRock, Inc., Royce & Associates Lp, Vanguard Group Inc, Dimensional Fund Advisors Lp, Pacific Ridge Capital Partners, LLC, Keeley-Teton Advisors, LLC, Geode Capital Management, Llc, Boston Partners, State Street Corp and Renaissance Technologies Llc. Over 50 partners out of its 160 employees own Silvercrest, fostering an independent partnership culture.