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Companies / Financials / Silvercrest Asset Management Group Inc.
SAMG

Silvercrest Asset Management Group Inc.

FinancialsBanks & Brokers
Ticker SAMGNEW YORK, NYFiscal year ends DecemberBook value per share $5.85Diluted shares 7.8M

Silvercrest Asset Management Group Inc. (Nasdaq: SAMG) is a full-service wealth management firm providing investment advisory and customized family office services to ultra-high-net-worth individuals, families and institutional investors. Its investment offerings include proprietary U.S., global and international… From the company’s description.

Over the twelve months to Sep 30, 2026, Silvercrest Asset Management Group Inc. reported revenue of $126.86M, up 1.2% from a year earlier, and net income of $2.10M. Its pre-tax margin was 2.5%. In fiscal 2025, it reported revenue of $125.32M, up 1.3% from fiscal 2024, and net income of $8.06M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
$125.32MFY2025
+1.3% year over year
Last 12 mo $126.86M
7.44%FY2025
−6.8 percentage points
Last 12 mo 2.54%
$8.06MFY2025
−48.7% year over year
Last 12 mo $2.10M
9.72%FY2025
−2.1 percentage points
Last 12 mo 2.06%
Cash & financing
$18.61MFY2025
−13.8% year over year
Last 12 mo $10.64M
$14.97MFY2025
−24.7% year over year
Last 12 mo $5.58M
0.09FY2025
Was 0.00× a year earlier
Last 12 mo 0.20
8.8MFY2025
−7.8% year over year
Last 12 mo 7.8M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Silvercrest Asset Management Group Inc. does

In the company’s own words

Silvercrest Asset Management Group Inc. (Nasdaq: SAMG) is a full-service wealth management firm providing investment advisory and customized family office services to ultra-high-net-worth individuals, families and institutional investors. Its investment offerings include proprietary U.S., global and international equity strategies, fixed income management, asset allocation advice and selected unaffiliated managers for traditional and alternative investments. Family office services include financial and tax planning, partnership accounting, fund administration, consolidated wealth reporting, estate and trust agency, and art consultancy. The company combines proprietary investment capabilities with outsourced strategies and serves institutions such as pension funds, endowments and foundations, including through outsourced chief investment officer services. Silvercrest reports one operating business and does not identify reportable segments in the provided business description. As of December 31, 2025, assets under management totaled $37.0 billion, and the firm had 174 employees. Founded in 2002, Silvercrest completed its corporate reorganization in 2013 and has supplemented organic growth with nine strategic acquisitions. Its website is www.silvercrestgroup.com.

Company details
Sector
Financials
Industry (SIC)
Banks & Brokers
Headquarters
NEW YORK, NY
Fiscal year end
December
CIK
1549966
SIC
6282

Financial performance, year by year

Fiscal 2013–2025 · USD
$-13.16M$26.32M$65.80M$105.28M$144.76M2013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Silvercrest Asset Management Group Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

118
funds hold it
0 of 35
superinvestors hold it
$23.65M
held by funds, at market
28.1%
of shares held by funds

Largest fund holders · Silvercrest Asset Management Group Inc.’s weight in each

iShares Russell 2000 ETF
IWM · iShares Trust
0.00%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
—of fund net assets
DIAMOND HILL SMALL CAP FUND
DHSCX · Diamond Hill Funds
0.58%of fund net assets
Keeley Gabelli Small Cap Dividend Fund
KSDVX · Keeley Funds, Inc.
0.54%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Silvercrest Asset Management Group Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Silvercrest Asset Management Group Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Silvercrest Asset Management Group Inc.'s last four quarterly filings that the numbers alone won't show?”
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