Silvercrest Asset Management Group Inc. Class A (SAMG)

Over the past six months, Silvercrest Asset Management Group Inc.'s stock has experienced a decline of approximately 9.1%. Key events impacting the stock include the Q3 2025 earnings report, which showed an increase in discretionary AUM but also net client outflows. The Q4 and year-end 2025 results reported a decrease in discretionary AUM due to net client outflows, partially offset by market appreciation. Strategic investments have been made to promote growth opportunities, leading to an elevated compensation ratio. The company experienced net client outflows in Q2, Q3, and Q4 2025, which have partially offset market appreciation and impacted AUM growth.

There is no explicit information suggesting significant demand seasonality for Silvercrest Asset Management Group Inc.'s products and services. Demand for investment advisory and family office services is generally driven by long-term financial planning needs, market conditions, and client acquisition efforts rather than predictable seasonal fluctuations.

Silvercrest Asset Management Group Inc. is an independent, employee-owned wealth management firm established in April 2002, operating within the Financial sector. It provides financial advisory and family office services to ultra-high-net-worth individuals, families, and institutional investors. Its services include investment advisory, portfolio management, tax and estate planning, and fund administration. As of December 31, 2025, the firm reported $37 billion in assets under management.

Silvercrest Asset Management Group Inc. has a significant presence across the United States with offices in key locations including New York, Boston, California, Virginia, Wisconsin, New Jersey, and Atlanta, Georgia. The company has also embarked on international expansion, with professionals in London and Australia, and plans for a Dublin office.

Silvercrest Asset Management Group Inc. has demonstrated a positive brand reputation over the past year, particularly in terms of industry recognition and strategic expansion. It was ranked #6 in Nasdaq eVestment's Q4 2025 Brand Awareness Rankings among consultants. Silvercrest's expansion into the Asia Pacific region with a senior appointment and fund launch in Australia indicates a proactive approach to global growth.

Silvercrest Asset Management Group Inc. has a diverse ownership structure, with institutional investors holding a significant stake. As of April 2, 2026, there were 107 institutional owners and shareholders holding a total of 4,816,389 shares. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc., and Royce & Associates Lp. The company also has a dual-class share structure and maintains continued employee ownership.