Silvercrest Asset Management Group (SAMG)
Advises ultra-high-net-worth families and select institutions through investment management and family-office services.
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Carries out traditional and alternative investment advisory, family-office services and developing OCIO capabilities for ultra-high-net-worth families and select institutions. Its independent, employee-owned registered-investment-adviser model anchors a single investment-management segment.
Delivers traditional and alternative investment advisory, family-office services and developing outsourced-chief-investment-officer capabilities for ultra-high-net-worth families and select institutions. Operations sit in a single investment-management segment, combining investment work with high-touch client service.
The operating model is independent and employee-owned, drawing on a team whose early roots were in DLJ Asset Management. Its footprint is centered in the United States, with offices across several states and in Singapore.
As a registered investment adviser, the business relies on investment performance and its ability to retain senior managers, investment professionals, marketing and client-service personnel. The listed holding company became Silvercrest L.P.'s sole general partner in 2013.
Company facts
Categories
No analyst consensus on record.
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $20.7M · Total debt $27.8M · Total assets $139.9M · Shareholders' equity $46.0M
- Revenue
- $30.8M
- Operating income
- $958.0K
- Net income
- $170.0K
Raised for 11 straight years — most recently to $0.21 from $0.20 in Sep 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Sep 11, 2026 | Sep 11 | Sep 18 | $0.21 | upcoming |
| Jun 12, 2026 | Jun 12 | Jun 19 | $0.21 | |
| Mar 13, 2026 | Mar 13 | Mar 20 | $0.21 | |
| Dec 12, 2025 | Dec 12 | Dec 19 | $0.21 | |
| Sep 12, 2025 | Sep 12 | Sep 19 | $0.21 | raised from $0.20 |
| Jun 13, 2025 | Jun 13 | Jun 20 | $0.20 | |
| Mar 14, 2025 | Mar 14 | Mar 21 | $0.20 | |
| Dec 13, 2024 | Dec 13 | Dec 20 | $0.20 | |
| Sep 13, 2024 | Sep 13 | Sep 20 | $0.20 | raised from $0.19 |
| Institutions93 holders · as of Mar 31, 2026 | 38.40% | 4.55M shares | |
| Insiders6 holders · as of May 8, 2026 | 3.69% | 437.8K shares | |
| Strategic holders1 holder · as of Oct 17, 2025 | 3.79% | 448.6K shares | |
| Otherremainder | 54.12% | 6.41M shares |
11.85M company shares as of Sep 3, 2026 · institutions as of Mar 31, 2026 · holders as of their latest filing
Two share counts disagree (11.85M in the company's Sep 3, 2026 report, 7.68M elsewhere); stakes use the report.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Evidence |
|---|---|---|---|
BlackRock, Inc.Institution | 7.98% | 945,252 A | 13Fas of Mar 31, 2026 |
The Capital Management Corporation Tax id 54-1048352 CRD 112242Institution | 6.94% | 822,293 | 13D/Gfiled Feb 23, 2022 ↗ |
BlackRock Portfolio Management LLCStrategic | 3.79% | 448,648 | 13Gfiled Oct 17, 2025 ↗ |
Banc Fund VIII L.P.Institution | 3.00% | 356,000 | 13D/Gfiled Feb 14, 2017 ↗ |
Royce & Associates LPInstitution | 2.96% | 350,924 A | 13Fas of Mar 31, 2026 |
| See all 25 → | |||
13F — a manager's quarterly holdings · 13D/13G — an ownership statement filed at 5% or more
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Nov 26, 2025 | John Allen Gray | director, officer: Managing Director | +15,000 | $13.66 |
| Nov 28, 2025 | John Allen Gray | director, officer: Managing Director | +5,500 | $13.83 |
| Dec 1, 2025 | John Allen Gray | director, officer: Managing Director | +1,285 | $13.85 |
- Morgan Stanley
Scale competitor in UHNW advisory, lending and family-office support
- UBS (ADR)
Global UHNW adviser with family-office and cross-border capabilities
- Northern Trust
Trust, custody and family-office platform for affluent families
- Bank of America
Private-bank family-office platform for wealthy families
- Raymond James Financial
Advisor-led private-client and asset-management platform
- Stifel Financial
National adviser network with brokerage and investment services
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Silvercrest Asset Management Group | $9.98 | −1.87% | $76.7M | 92.7 | 15.6 | 0.6 | +0.3% |
| Morgan Stanley | $211.74 | −0.05% | $334.19B | 17.3 | 16.1 | 2.6 | +36.8% |
| UBS (ADR) | $54.95 | +0.09% | $179.95B | 19.4 | 13.7 | 2.9 | −27.1% |
| Northern Trust | $181.59 | −1.34% | $33.66B | 15.8 | 15.5 | 2.2 | −24.9% |
| Bank of America | $62.74 | +0.22% | $444.25B | 14.4 | 12.7 | 2.3 | +19.3% |
| Raymond James Financial | $176.82 | +0.50% | $33.80B | 15.3 | 12.7 | 2.0 | +3.8% |
| Stifel Financial | $80.94 | +1.15% | $12.13B | 9.4 | 11.5 | 1.8 | −1.4% |
| Median | 15.6 | 13.2 | 2.2 | +1.2% |