10.95
+2.53%
Close of 9 Nov 2026, in USD
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About Silvercrest Asset Management Group
From its filings with the US Securities and Exchange Commission
Silvercrest Asset Management Group is based in New York, New York and is incorporated in Delaware. Its shares trade on Nasdaq under the ticker SAMG. The SEC classifies its business as investment advice. In the fiscal year to 31 December 2025, it reported revenue of $125.3m and net income of $4.9m. At that date it held total assets of $166.6m and shareholders' equity of $50.3m.
We are a full-service wealth management firm focused on providing financial advisory and related family office services to ultra-high net worth individuals and institutional investors. In addition to a wide range of investment capabilities, we offer a full suite of complementary and customized family office services for families seeking comprehensive oversight of their financial affairs. As of December 31, 2025, our assets under management were $37.0 billion.
We were founded 23 years ago on the premise that if we staffed and organized our business to deliver a combination of excellent investment performance together with high-touch client service, we would differentiate our business from a crowded field of firms nominally in the wealth management business. We seek to attract and we are well-positioned to offer comprehensive investment and family office service solutions to ultra-high-net worth individuals and families. As of December 31, 2025, we had 828 client relationships with an average size of $44 million that represented approximately 99% of our assets under management. Our top 50 relationships averaged $475 million in size, representing approximately 64% of our assets under management. As a boutique, we are large enough to provide an array of comprehensive capabilities, yet agile enough to coordinate and deliver highly personalized client service.
Quoted from its 10-K, filed 16 Mar 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Financials
- Industry
- Capital Markets
- Listed since
- 27 Jun 2013
- Employees
- 171
- Website
- silvercrestgroup.com ↗
- Head office
- 1330 AVENUE OF THE AMERICAS, 38TH FLOOR, NEW YORK, NY, 10019
- Incorporated in
- DE
- Classification
- Investment Advice
- Filer status
- Accelerated filer<br>Smaller reporting company
Leadership
Pay as last reported
- Mr. Richard HoughChairman of the Board, President, Chief Executive Officer, since 2022$4.1m
- Mr. Matthew ArpanoManaging Partner and Portfolio Manager - Equity and Fixed-Income Portfolios$3.5m
- Mr. Scott GerardChief Financial Officer$1.6m
- Mr. David CampbellGeneral Counsel, Secretary$1.3m
- Mr. J. Allen GrayManaging Director, Head - Institutional Business, Director$2.2m
- Mr. Richard BurnsIndependent Director$125,000
- Mr. Brian DunnIndependent Director$284,994
- Ms. Darla RomfoIndependent Director$120,000
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 56
- Environment
- 62
- Social
- 57
- Governance
- 48
- Carbon reduction policy
- No
- Human rights policy
- No
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Silvercrest Asset Management Group Inc has several strengths that contribute to its success. Firstly, it has a strong team of experienced investment professionals who have deep expertise in various asset classes. This allows the company to offer a diverse range of investment products and strategies to its clients.
- Secondly, Silvercrest has built a solid reputation in the market for its commitment to delivering exceptional client service. The company prioritizes understanding the unique needs and goals of its clients and strives to provide tailored investment solutions that align with their objectives.
- Additionally, Silvercrest has a robust and scalable infrastructure that enables efficient portfolio management and risk monitoring. The company utilizes advanced technology solutions to streamline its operations and ensure effective decision-making processes.
Weaknesses
- Despite its strengths, Silvercrest Asset Management Group Inc also faces certain weaknesses. One of the primary weaknesses is its limited geographical presence. The company predominantly operates within the United States and has minimal exposure to international markets. This limits its ability to tap into potential investment opportunities and diversify its client base globally.
- Another weakness is the company's relatively smaller size compared to some of its competitors. While being a boutique investment firm can be advantageous in terms of personalized service, it may also restrict Silvercrest's resources and hinder its ability to compete on a larger scale.
Opportunities
- Silvercrest Asset Management Group Inc can leverage several opportunities to drive its growth. Firstly, there is a growing trend towards sustainable and socially responsible investments. By expanding its offerings in this area, Silvercrest can attract a new segment of socially conscious investors and differentiate itself from competitors.
- Secondly, the company can explore strategic partnerships and acquisitions to enhance its market presence and gain access to new markets. Collaborating with complementary firms or acquiring smaller players can help diversify its product portfolio and expand its client base.
Threats
- Silvercrest Asset Management Group Inc also faces certain threats that could impact its business. One significant threat is the increasing competition within the asset management industry. As new players enter the market and established firms continuously innovate, Silvercrest needs to stay agile and adapt to changing market dynamics to retain its competitive edge.
- Another threat is the potential impact of regulatory changes. The financial industry is heavily regulated, and any modifications to regulations can have a significant impact on Silvercrest's operations and profitability. The company must stay vigilant and ensure compliance with all applicable regulations to mitigate such risks.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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