silvercrest asset management group is an independent, employee-owned, registered investment advisor which provides asset management and family office services to families and select institutional investors. silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. silvercrest's professionals have dedicated their careers to wealth management and our managing directors, who average more than 25 years of wealth management experience, have advised their clients through the boom of bull markets and the gloom of bear markets. we are not swayed by market manias. we are only interested in seeing our clients' assets invested in a manner consistent with their tolerance for risk. silvercrest is free from the numerous conflicts of interest inherent to larger organizations. our size, our employee ownership and our collegial cult
Company profile
Ticker
SAMG
Exchange
Website
CEO
Richard Ralston Hough
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Silvercrest L.P. • Silvercrest Investors LLC • Silvercrest Investors II LLC • Silvercrest Investors III LLC • Silvercrest Investors IV LLC • Silvercrest Asset Management Group LLC • Silvercrest Financial Services Inc. • MW Commodity Advisors, LLC • Silvercrest Asset Management (Singapore) PTE. LTD. ...
IRS number
455146560
SEC advisor number
801-61004
FINRA CRD number
118333
AUM ?
$33.28 bn
(as of 29 Mar 24)
Accounts
1,289
(as of 29 Mar 24)
Employees
152
(58 investment advisory or research)
Address
Silvercrest Asset Management Group Inc - Ordinary Shares
1330 AVENUE OF THE AMERICAS, 38TH FLOOR
NEW YORK
NY 10019
1330 AVENUE OF THE AMERICAS, 38TH FLOOR
NEW YORK
NY 10019
Phone
212-649-0600
SAMG stock data
Latest filings (excl ownership)
10-Q
2024 Q1
Quarterly report
2 May 24
8-K
Silvercrest Asset Management Group Inc. Reports Q1 2024 Results
2 May 24
8-K
Other Events
2 May 24
ARS
2023 FY
Annual report to shareholders
29 Apr 24
DEF 14A
Definitive proxy
29 Apr 24
8-K
Silvercrest Asset Management (SAMG) to Announce
26 Apr 24
10-K
2023 FY
Annual report
7 Mar 24
8-K
Silvercrest Asset Management Group Inc. Reports Q4 and Year-End 2023 Results
7 Mar 24
8-K
Silvercrest Asset Management (SAMG) to Announce
1 Mar 24
8-K
Silvercrest Asset Management Group Inc. Announces Quarterly Dividend
13 Feb 24
Transcripts
SAMG
Earnings call transcript
2023 Q3
3 Nov 23
SAMG
Earnings call transcript
2023 Q2
31 Jul 23
SAMG
Earnings call transcript
2023 Q2
31 Jul 23
SAMG
Earnings call transcript
2023 Q1
5 May 23
SAMG
Earnings call transcript
2022 Q4
3 Mar 23
SAMG
Earnings call transcript
2022 Q3
4 Nov 22
SAMG
Earnings call transcript
2022 Q2
29 Jul 22
SAMG
Earnings call transcript
2022 Q1
6 May 22
SAMG
Earnings call transcript
2021 Q4
3 Mar 22
SAMG
Earnings call transcript
2021 Q3
5 Nov 21
Latest ownership filings
3
Matthew Arpano
9 May 24
4/A
William Thomas Brennan
3 May 24
4
DAVID J CAMPBELL
3 May 24
4
John Allen Gray
3 May 24
4
SCOTT A GERARD
3 May 24
4
RICHARD R HOUGH III
3 May 24
3/A
William Thomas Brennan
3 May 24
SC 13G/A
Long Path Partners LP
3 May 24
4
Change in insider ownership
2 May 24
3
Initial statement of insider ownership
2 May 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
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Net income | |||||
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 58.87 mm | 58.87 mm | 58.87 mm | 58.87 mm | 58.87 mm | 58.87 mm |
Cash burn (monthly) | (no burn) | 707.08 k | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | n/a | 5.39 mm | n/a | n/a | n/a | n/a |
Cash remaining | n/a | 53.48 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | n/a | 75.6 | n/a | n/a | n/a | n/a |
Institutional ownership, Q4 2023
8.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 8 |
Opened positions | 0 |
Closed positions | 78 |
Increased positions | 2 |
Reduced positions | 1 |
13F shares | Current |
---|---|
Total value | 720.38 mm |
Total shares | 758.51 k |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
WELLINGTON TRUST Co N A | 371.90 k | $5.17 mm |
Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity Portfolio | 313.53 k | $4.36 mm |
Appleton Partners | 31.65 k | $538.00 k |
Hennion & Walsh Asset Management | 14.56 k | $247.45 mm |
Mesirow Financial Investment Management | 13.80 k | $240.50 mm |
Denali Advisors | 11.80 k | $200.60 mm |
IFP Advisors | 1.16 k | $19.65 mm |
Piscataqua Savings Bank | 125.00 | $2.13 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 May 24 | Darla Romfo | Class A common stock, par value $0.01 | Grant | Acquire A | No | No | 0 | 3,413 | 0.00 | 10,261 |
1 May 24 | Brian D Dunn | Class A common stock, par value $0.01 | Grant | Acquire A | No | No | 0 | 8,191 | 0.00 | 45,696 |
1 May 24 | Richard Jonathan Burns | Class A common stock, par value $0.01 | Grant | Acquire A | No | No | 0 | 3,413 | 0.00 | 11,856 |
1 May 24 | David J Campbell | Class B Common Stock, par value $0.01 | Grant | Acquire A | No | No | 0 | 2,707 | 0.00 | 77,484 |
1 May 24 | David J Campbell | Class A Common Stock, par value $0.01 | Grant | Acquire A | No | No | 0 | 2,707 | 0.00 | 77,484 |
1 May 24 | Gray John Allen | Class B Common Stock, par value $0.01 | Grant | Acquire A | No | No | 0 | 3,413 | 0.00 | 125,196 |
1 May 24 | Gray John Allen | Class A Common Stock, par value $0.01 | Grant | Acquire A | No | No | 0 | 3,413 | 0.00 | 125,196 |
Press releases
Silvercrest Asset Management Group Inc. Reports Q1 2024 Results
2 May 24
Silvercrest Expands International and Global Equity Capability With Rehan Chaudhri, James A. Dunn, Jr., Ken Dennig, and Robert Gondolfo
2 May 24
Silvercrest Asset Management (SAMG) to Announce Fourth Quarter and Year-End 2023 Results and Host Investor Conference Call
1 Mar 24