Silvercrest Asset Management Group Inc. Class A (SAMG)

Over the past six months, Silvercrest Asset Management Group's stock has experienced some notable events and performance trends. The stock underperformed the S&P500 Index by -12.43% over the past six months. Between April 16, 2025, and April 15, 2026, the share price declined by 9.60%. As of April 9, 2026, SAMG had been trading within a defined range, with a support level at $12.3 and a resistance level at $13.6. Silvercrest Asset Management Group Inc. reported its Q4 and year-end 2025 results on March 16, 2026. The company announced the establishment of an Atlanta office and the hiring of Brittain Prigge as Managing Director on April 29, 2026. Silvercrest Asset Management announced it would report its First Quarter 2026 results on May 5, 2026.

While specific data on the demand seasonality for Silvercrest Asset Management Group's products and services is not explicitly detailed, the wealth management industry generally experiences seasonal fluctuations influenced by factors such as tax deadlines, year-end financial planning, and holiday periods. The close of the calendar year is often a busy time for financial planning activities, while fall is a critical period for reassessing strategies and preparing for year-end planning. Summer can be a more challenging season for scheduled financial focus due to vacations. Silvercrest's business likely experiences similar patterns in client engagement and demand for certain services throughout the year.

Silvercrest Asset Management Group Inc. is a wealth management company providing financial advisory and family office services to ultra-high-net-worth individuals, families, and institutional investors. It operates in the Financial sector, specifically in the Diversified Financials industry, also categorized as Investment Management & Fund Operators. Silvercrest offers investment strategies focused on equities, fixed income, cash, hedge funds, private equity funds, real estate, and commodities. The company also provides customized family office services, including financial planning, tax planning and preparation, partnership accounting and fund administration, consolidated wealth reporting, estate or trust agency, and art consultancy and management.

Silvercrest Asset Management Group has a significant presence across the United States with offices in key financial hubs, including New York, Atlanta, Boston, California (San Diego), Virginia (Charlottesville, Richmond), Wisconsin (Milwaukee), and New Jersey (Bedminster). The company has also expanded its international reach, with an office in Singapore and ongoing efforts to establish a presence in Australia and pursue regulatory licensing in Europe.

Silvercrest Asset Management Group has demonstrated a positive brand reputation within its industry in the past year. The firm was ranked #6 in Nasdaq eVestment's Q4 2025 Brand Awareness Rankings among consultants in the mid-sized firm peer universe. This ranking reflects growing recognition of Silvercrest's institutional capabilities, which the company attributes to consistent investment outcomes, high-quality client service, and transparency.

Silvercrest Asset Management Group Inc. has a diverse ownership structure, with a significant portion held by institutional investors. As of April 19, 2025, institutional investors held approximately 59% of the company, an increase from 47.59% at the close of 2024. Another source indicates institutional ownership at 63.6%. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Royce & Associates Lp, Boston Partners, Dimensional Fund Advisors Lp, Pacific Ridge Capital Partners, LLC, Geode Capital Management, Llc, State Street Corp, Diamond Hill Capital Management Inc, Gabelli Funds Llc, and Long Path Partners, LP. Individual investors hold about 21.2% of the company. The company also has a dual-class share structure and a history of employee ownership, though employee ownership has seen dilution since its IPO in June 2013.