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Silvercrest Asse SEC Filings

SAMG NASDAQ

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.

Looking for the AUM trend or fee-margin details hidden in Silvercrest’s latest disclosures? Start here. Investors typically dive into Silvercrest Asset Management Group quarterly earnings report 10-Q filing to track assets under management, revenue mix, and segment profitability. Others scan the Silvercrest Asset Management Group insider trading Form 4 transactions to see when senior partners adjust their personal stakes. Whatever you need, this page delivers every filing the moment it hits EDGAR.

Stock Titan’s AI reads each document first, surfaces plain-English highlights, and links you straight to the right page number. That means Silvercrest Asset Management Group SEC filings explained simply—from the annual report 10-K simplified to an unexpected 8-K material events explained after a new client mandate. Want alerts on Silvercrest Asset Management Group Form 4 insider transactions real-time? They’re already queued, complete with context on ownership percentages and vesting schedules.

Use the platform to:

  • Benchmark quarter-over-quarter shifts with our Silvercrest earnings report filing analysis.
  • Review Silvercrest proxy statement executive compensation data alongside performance metrics.
  • Unpack “Items 1A” risk factors with the module titled understanding Silvercrest Asset Management Group SEC documents with AI.
  • Track Silvercrest executive stock transactions Form 4 to monitor confidence or caution from key insiders.

Every form—10-K, 10-Q, 8-K, 13F, DEF 14A—arrives in one dashboard with real-time updates, concise AI-powered summaries, and download-ready originals. Spend less time paging through dense text and more time acting on insights unique to an employee-owned wealth manager whose filings illuminate fee structures, performance-based compensation, and strategic growth in alternative investments.

Rhea-AI Summary

Silvercrest Asset Management Group has filed a Form S-8 registration statement to increase the authorized shares under its 2012 Equity Incentive Plan by 1.5 million shares, bringing the total to 4,237,500 shares from the previous 2,737,500.

Key details of the filing include:

  • The company is registered as an accelerated filer and smaller reporting company
  • The filing includes comprehensive indemnification provisions for directors and officers
  • The registration incorporates by reference several documents including the Annual Report for FY2024 and Quarterly Report for Q1 2025
  • The plan amendment suggests a significant expansion of equity-based compensation capacity

The filing was signed by CEO Richard R. Hough III and CFO Scott A. Gerard, along with other board members. The registration includes standard undertakings regarding post-effective amendments and Securities Act compliance. Legal counsel is provided by Alston & Bird LLP.

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Heritage Financial Corp. (HFWA) – Form 4 insider filing

On 06/18/2025, director Ann Watson acquired 2,218 restricted stock units (RSUs). Each RSU represents the right to receive one share of common stock, with an indicated underlying share price of $22.55. The award is scheduled to vest/expire on 05/01/2026. After the grant, Watson directly holds 2,218 derivative securities; no dispositions or additional non-derivative transactions were reported.

The transaction appears to be a routine equity award to a board member and does not materially alter insider ownership levels.

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FAQ

What is the current stock price of Silvercrest Asse (SAMG)?

The current stock price of Silvercrest Asse (SAMG) is $16.1 as of June 28, 2025.

What is the market cap of Silvercrest Asse (SAMG)?

The market cap of Silvercrest Asse (SAMG) is approximately 137.6M.

What core services does Silvercrest provide?

Silvercrest offers a range of services including asset management, investment advisory, and family office services. Their approach covers both traditional investments like equities and fixed income, as well as alternative assets such as hedge funds and real estate.

Who are the primary clients of Silvercrest?

The firm primarily serves ultra-high-net-worth families and select institutional investors. Their services are tailored to meet the complex financial needs of these clients through a personalized and comprehensive advisory approach.

How does Silvercrest generate its revenue?

Silvercrest generates revenue principally through assets under management. Their fee structure is aligned with the performance and size of client portfolios, emphasizing sustainable wealth management practices.

What sets Silvercrest apart from other investment advisors?

Silvercrest is distinct due to its independent, employee-owned structure which minimizes conflicts of interest. This, combined with a blend of traditional personalized service and modern, analytical investment strategies, sets them apart in the industry.

Can you explain Silvercrest's investment philosophy?

The firm focuses on investing in a manner that is consistent with their clients' risk tolerance and long-term objectives. They integrate traditional principles with state-of-the-art portfolio construction and risk management techniques to ensure a balanced approach.

What role does technology and research play at Silvercrest?

Technology and rigorous research form a key part of Silvercrest’s strategy. They use advanced portfolio construction tools and comprehensive risk management models to ensure that their investment strategies remain robust and adaptive.

What benefits do clients derive from Silvercrest's employee-owned model?

The employee-owned structure aligns the interests of the firm with those of its clients, reducing potential conflicts of interest. This model encourages a client-first approach, where every decision is made with the goal of protecting and growing client wealth.

How does Silvercrest maintain a diverse investment portfolio?

Silvercrest employs a diversified investment strategy that spans traditional and alternative asset classes. This approach, combined with extensive market research and experienced portfolio management, ensures that clients benefit from broad market exposure and tailored risk management.
Silvercrest Asse

NASDAQ:SAMG

SAMG Rankings

SAMG Stock Data

137.61M
7.72M
15.67%
69.58%
0.32%
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