Silvercrest Asset Management Group Inc. Class A (SAMG)

In the past six months, Silvercrest declared a quarterly cash dividend of $0.21 per share, a 5% increase. The stock price gained 0.269%, marking three consecutive days of gains, but was down 3.56% over the preceding 10 days. Short interest in SAMG increased by 21.43%. Silvercrest reported Q3 2025 results with total AUM reaching $37.6 billion, a 7.1% increase, and discretionary AUM increasing by 7.5% to $24.3 billion. The company reported Q2 2025 results with total AUM increasing by 9.9% year-over-year to $36.7 billion, and discretionary AUM rising by 9.7% to $23.7 billion. Silvercrest completed a $12 million share buyback authorization and is considering a new buyback program.

Demand for Silvercrest's products and services exhibits stability due to its recurring portfolio and investment management fees, which contribute to a steady revenue stream. Its focus on ultra-high-net-worth clients means they are generally less inclined to withdraw funds during market volatility. The recurring fee structure provides foundational stability, and clients are typically billed quarterly in advance.

Silvercrest Asset Management Group Inc. (SAMG) is an independent, employee-owned wealth management firm providing financial advisory and family office services to ultra-high-net-worth individuals and institutional investors. The company operates in the Financial Services sector, specifically the Asset Management industry. Silvercrest advises clients on traditional and non-traditional investment strategies and offers family office services, with revenue primarily from assets under management (AUM).

Silvercrest Asset Management Group Inc. is headquartered in New York, NY, with U.S. offices in Bedminster, NJ; Boston, MA; Charlottesville, VA; Milwaukee, WI; Richmond, VA; and San Diego, CA. Silvercrest is expanding internationally with a presence in Singapore, holding a full MAS license, and plans to increase its personnel there. In Europe, Silvercrest is obtaining regulatory licenses and exploring a UK presence. The company utilizes distribution partners in Europe and is developing UCITS platforms for European investment flows. Silvercrest's global and international value strategies are generating interest from Asia and Australia. In 2024, the company also established new business development and market leads in Atlanta.

Silvercrest Asset Management Group has a strong brand reputation for investment acumen, transparency, and long-term client relationships. This reputation is a competitive advantage. Silvercrest was ranked #6 in Nasdaq eVestment's Q4 2025 Brand Awareness Rankings among consultants in the Mid-Sized Firm Peer Universe.

Institutional investors collectively hold approximately 59% of Silvercrest's shares, up from 47.59% at the close of 2024, and hedge funds own 9.9% of the company's shares. Long Path Partners, LP is the largest single institutional shareholder, holding 9.9% of the company. Other significant institutional shareholders include BlackRock, Inc., Royce & Associates Lp, Vanguard Group Inc, and iShares Russell 2000 ETF. Employee ownership has experienced dilution since the IPO, with principals holding approximately 32.9% of distributions through Class B units as of December 31, 2023. Insider transactions include buys by John Gray and buy and sell transactions by Richard Hough.