Welcome to our dedicated page for Silvercrest Asse SEC filings (Ticker: SAMG), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a public, independent, employee-owned registered investment adviser, Silvercrest reports detailed information on its operations, financial condition and risk factors through periodic and current reports.
Investors can use this page to review Silvercrest’s annual reports on Form 10-K and quarterly reports on Form 10-Q, which describe the firm’s wealth management and institutional asset management businesses, assets under management (AUM), revenue sources and expenses. These filings also explain the company’s use of non-GAAP measures such as Adjusted EBITDA, Adjusted EBITDA Margin, Adjusted Net Income and Adjusted Earnings Per Share, which management cites for analyzing recurring earnings and profitability.
The filings page also includes current reports on Form 8-K, where Silvercrest discloses material events. Recent 8-K filings have furnished press releases announcing quarterly financial and operating results, including AUM levels, revenue, net income and non-GAAP metrics, as well as announcements of investor conference calls. Other 8-Ks report material definitive agreements, such as amendments to the company’s credit agreement with City National Bank that extend loan maturities and adjust facility terms.
Through Stock Titan, users can access these filings as they are made available on EDGAR and benefit from AI-powered summaries that highlight key points in complex documents. This includes identifying trends in AUM, fee-related revenue, compensation and general and administrative expenses, as well as summarizing changes in capital management actions like stock repurchase programs and dividend declarations. The page also helps users locate disclosures related to Silvercrest’s credit facilities and other contractual arrangements. Together, these resources support a structured review of SAMG’s regulatory history and reporting practices.
Silvercrest Asset Management Group Inc. provides full-service wealth management and family office services to ultra-high net worth clients and select institutions. As of December 31, 2025, it managed $37.0 billion in assets across 828 key client relationships.
The firm emphasizes proprietary equity and fixed income strategies, extensive outsourced manager selection, and high-touch family office offerings such as tax, planning, and fund administration. It reports a long-term 25% compound annual AUM growth rate and a 98% average annual client retention rate, while highlighting detailed market, performance, concentration, regulatory, and structural risks.
Silvercrest Asset Management Group Inc. reported mostly flat revenue but significantly lower earnings for 2025 as it accelerated long-term growth investments. For the year ended December 31, 2025, revenue was $125.3 million, up slightly from $123.7 million, while net income fell to $8.1 million from $15.7 million and adjusted EBITDA declined to $19.6 million from $26.1 million.
Assets under management edged up to $37.0 billion from $36.5 billion, driven by $2.1 billion of market appreciation that more than offset $1.6 billion of net client outflows. Discretionary AUM, which mainly drives fees, rose 3% year over year to $24.0 billion, though it slipped 1.2% in the fourth quarter.
In the fourth quarter, revenue was stable at $32.0 million, but higher compensation and professional expenses produced a small net loss of $0.1 million versus a $2.7 million profit a year earlier. The compensation and benefits ratio increased to 67.0% of revenue for 2025, reflecting added headcount, higher bonuses and international expansion initiatives.
Management highlighted strong organic new client account flows of $688.3 million in 2025, robust institutional interest in its Global and International Equity strategies, and ongoing investments in talent and overseas distribution. The company also repurchased approximately $50.4 million of shares under its buyback program and ended 2025 with $44.1 million of cash and cash equivalents and total equity of $50.3 million.
Silvercrest Asset Management Group Inc. announced it will host an investor teleconference at 8:30 a.m. Eastern Time on March 17, 2026 to discuss its financial results for the fourth quarter and year ended December 31, 2025. The company will issue a news release with these results before U.S. equity markets open, and make it available on its investor relations website.
Chairman, Chief Executive Officer and President Richard R. Hough III and Chief Financial Officer Scott A. Gerard will lead the call, followed by a question and answer session for analysts and institutional investors. The call will be accessible to analysts, institutional investors and the general public via dedicated U.S. and international dial-in numbers, with a live listen-only webcast and archived replay provided on the company’s website. As of September 30, 2025, Silvercrest reported assets under management of $37.6 billion.
Silvercrest Asset Management Group Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.21 per share on its Class A common stock. The dividend is scheduled to be paid on or about March 20, 2026 to shareholders of record as of the close of business on March 13, 2026.
The company also noted that a press release dated February 5, 2026, providing further details on the dividend, is furnished as Exhibit 99.1 to this report.
Silvercrest Asset Management Group Inc. disclosed that its Chairman and CEO, who is also a director, received an award of 477,638 employee stock options on December 10, 2025.
Each option is an employee stock option (right to buy) with an exercise price of $15.29, expiring on 12/10/2035, acquired at a price of $0.00, leaving 477,638 derivative securities beneficially owned directly after the transaction.
The options vest in three equal installments on each of the first, second and third anniversaries of December 10, 2025, and each option is to purchase a Class B Unit in Silvercrest L.P. paired with a share of Class B Common Stock, with each Class B Unit exchangeable on a one-for-one basis for Class A Common Stock under an Exchange Agreement.
Silvercrest Asset Management Group Inc. reported an equity award to its Chief Financial Officer. On December 3, 2025, the CFO received 10,922 restricted stock units (RSUs), recorded as Class B common stock with a price of $0 because they are a grant, not a market purchase. Following this award, the CFO beneficially owns 161,658 shares of Class B common stock directly.
Each RSU corresponds to a Class B Unit in Silvercrest L.P., which is paired with a share of Class B common stock and is exchangeable on a one-for-one basis for Class A common stock under an existing Exchange Agreement. The RSUs vest in four equal installments of 25% on each of the first four anniversaries of the December 3, 2025 grant date. The filing also notes that exchanges of Class B Units into Class A common stock and related sales are subject to timing and volume limits and can generally be sold only during the first 10 days of the open trading window of each quarter.
Silvercrest Asset Management Group Inc. (SAMG) filed its Q3 2025 10‑Q. Revenue was $31.3 million, up slightly from $30.4 million a year ago, while expenses rose to $30.0 million from $26.0 million. Net income attributable to Silvercrest fell to $0.6 million (diluted EPS $0.07) from $2.3 million (diluted EPS $0.24) in Q3 2024.
For the nine months, revenue reached $93.4 million versus $91.7 million last year, with net income attributable to Silvercrest at $5.0 million versus $7.9 million. Cash and cash equivalents were $36.1 million versus $68.6 million at December 31, 2024, reflecting financing outflows, including share repurchases. Under the 2025 Repurchase Program, the company bought 1,059,870 Class A shares for approximately $16.25 million through September 30, 2025; total treasury shares reached 2,578,012 at a cost of $43.4 million. The Tax Receivable Agreement liability was $10.2 million as of quarter‑end.
Silvercrest Asset Management Group Inc. (SAMG) furnished an 8‑K announcing it issued a press release with consolidated financial and operating results for the three and nine months ended September 30, 2025. The press release is provided as Exhibit 99.1.
The company states this information is furnished and not deemed “filed” under the Exchange Act, and therefore is not subject to Section 18 liabilities nor incorporated by reference unless specifically noted.
Silvercrest Asset Management Group Inc. announced it will host a teleconference to discuss financial results for the third quarter ended September 30, 2025. The call is scheduled for 8:30 AM Eastern Time on October 31, 2025.
The company furnished a press release as Exhibit 99.1.