Silvercrest Asset Management Group Inc
NASDAQ:SAMG

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Silvercrest Asset Management Group Inc Logo
Silvercrest Asset Management Group Inc
NASDAQ:SAMG
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Price: 13.66 USD 2.09% Market Closed
Market Cap: $104.7m

Silvercrest Asset Management Group Inc
Investor Relations

Silvercrest Asset Management Group, Inc. operates as a wealth management firm. The company is headquartered in New York City, New York and currently employs 146 full-time employees. The company went IPO on 2013-06-27. The firm offers a suite of complementary and customized family office services for families seeking oversight of their financial affairs. The firm views its operations as comprising one operating segment, the investment management industry. The firm provides a range of administrative services to the management of certain of its company’s funds of funds and other investment funds collectively, the Silvercrest Funds. The company also provides a range of family office services to some of its clients, including philanthropic, estate and wealth planning services, tax planning and preparation, financial statement, bill paying and record keeping services, bank loan arrangement and payment services and property and casualty insurance review.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Mar 17, 2026
AI Summary
Q4 2025

AUM trends: Discretionary AUM ended Q4 at $24.0 billion (down 1.2% q/q from $24.3 billion) but rose 3% for the full year to $24.0 billion.

Flows: Organic new client account inflows were $124.5 million in Q4 and $688.3 million for full year 2025.

Profitability: Q4 revenue was $32.0 million with a reported consolidated net loss of $0.1 million; adjusted EBITDA was $2.9 million (8.9% of revenue) in the quarter.

Investing phase: Management is deliberately front-loading hires and compensation to grow internationally and institutional distribution; full-year compensation expense rose to $83.9 million (67% of revenue) from $76.7 million (62%) in 2024 and is expected to remain elevated while hires and licensing complete.

International growth: Over $2.0 billion is in global/international strategies, new offices and vehicles being established (Dublin license expected in Q2; Australia trust and UCITS in process), and the firm expects institutional flows to materialize in 2026.

Capital return: The firm nearly completed its buyback program, reporting approximately $50.4 million of shares repurchased year-to-date; management says buybacks remain a priority but will be balanced with equity awards and other uses of capital.

Key Financials
Discretionary AUM (quarter end)
$24.0 billion
Discretionary AUM (full year)
$24.0 billion
Total AUM
$37.0 billion
Quarterly revenue
$32.0 million
Quarterly reported net income (loss)
$0.1 million loss
Quarterly adjusted EBITDA
$2.9 million (8.9% of revenue)
Quarterly adjusted net income
$2.3 million
Quarterly adjusted EPS (basic / diluted)
$0.19 / $0.18
Full year revenue change
increased $1.7 million
Full year reported net income
$4.9 million
Full year reported EPS (basic and diluted)
$0.56
Full year adjusted EBITDA
$19.6 million (15.7% of revenue)
Full year adjusted net income
$11.8 million
Full year adjusted EPS (basic / diluted)
$1.91
Total compensation and benefits expense (full year)
$83.9 million
Organic new client account flows (Q4)
$124.5 million
Organic new client account flows (full year)
$688.3 million
Assets (total)
$166.6 million
Cash and cash equivalents
$44.1 million
Borrowings
$4.0 million
Total Class A stockholders' equity
$50.3 million
Share repurchases (to date)
$50.4 million
AUM in global/international strategies
over $2.0 billion
Earnings Call Recording
Other Earnings Calls

Management

Mr. Richard R. Hough III
CEO, President & Chairman
No Bio Available
Mr. Scott Andrew Gerard CPA
Chief Financial Officer
No Bio Available
Mr. David John Campbell J.D.
General Counsel & Secretary
No Bio Available
Mr. Albert Sebastian Messina
MD, Portfolio Manager & Director
No Bio Available
Mr. John Allen Gray
Managing Director of Institutional Business
No Bio Available
Mr. Rohan Kalyanpur C.F.A.
Chief Technology Officer
No Bio Available
Ms. Lorena Cardenas
Director & Compliance Officer
No Bio Available
Mr. Robert H. Bucher
Managing Director
No Bio Available
Ms. Kate Burns
Senior Vice President
No Bio Available

Contacts

Address
NEW YORK
New York City
1330 Avenue of the Americas Fl 38
Contacts
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