Welcome to our dedicated page for Silvercrest Asset Management Group 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Silvercrest Asset Management Group's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Silvercrest Asset Management Group's regulatory disclosures and financial reporting.
BlackRock Portfolio Management LLC filed an amended ownership report for Silvercrest Asset Management Group Inc. Class A stock. It reports beneficial ownership of 360,144 shares, representing 4.7% of the Class A shares outstanding. The firm has sole voting power over 322,988 shares and sole dispositive power over 360,144 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of the total outstanding common shares.
Silvercrest Asset Management Group Inc. reported that subsidiaries of Silvercrest L.P. entered into a Second Amendment to their Amended and Restated Credit Agreement with City National Bank on June 18, 2026. The amendment updates key terms for the company’s borrowing arrangements.
The stated term loan maturity date now falls on June 18, 2029, with two additional one-year extension options. The term loan draw period runs until June 18, 2028, with a term loan commitment of $5.0 million. The revolving credit facility of $10.0 million now has a maturity date of June 18, 2027, and Silvercrest L.P. continues to guarantee its subsidiaries’ obligations.
Silvercrest Asset Management Group Inc. reported the results of its 2026 annual stockholder meeting. Stockholders voted on electing one director, holding an advisory vote on executive compensation, and ratifying Deloitte & Touche LLP as independent registered public accounting firm for the year ending December 31, 2026.
For the Board, Brian D. Dunn received 5,389,035 votes for, 2,857,880 withheld, and 1,077,520 broker non-votes. The advisory executive compensation proposal received 4,959,178 votes for, 2,220,870 against, 1,066,867 abstentions, and 1,077,520 broker non-votes. Ratification of Deloitte & Touche LLP received 9,300,788 votes for, 6,203 against, and 17,444 abstentions with no broker non-votes reported.
Silvercrest Asset Management Group Inc. reports essentially flat Q1 2026 revenue of $31.4 million, but profit declines sharply. Net income falls to $0.5 million from $3.9 million a year earlier, with diluted EPS dropping to $0.03 from $0.26, as compensation and general and administrative expenses rise.
Operating cash flow is a significant outflow of $30.7 million, driven largely by a reduction in accrued compensation, contributing to a fall in cash and equivalents to $11.6 million from $44.1 million at year-end 2025. The company’s term loan borrowings increase to $10.0 million, while total liabilities decrease overall and equity edges down to $80.6 million.
Silvercrest continues to carry goodwill of $63.7 million and intangible assets of $14.0 million with no new impairments. It maintains a Tax Receivable Agreement obligation of $9.3 million and has completed two substantial share repurchase programs totaling about $37.1 million, leaving 7.7 million Class A and 4.1 million Class B shares outstanding as of quarter end.
Silvercrest Asset Management Group Inc. reported weaker Q1 2026 earnings despite flat revenue. Revenue was $31.4 million, essentially unchanged from Q1 2025, but higher compensation and general expenses cut profitability sharply. GAAP net income fell to $0.5 million, or $0.03 per share, versus $3.9 million, or $0.26 per share, a year earlier. Adjusted EBITDA declined to $3.7 million with an 11.8% margin, down from $6.5 million and a 20.7% margin.
Total assets under management were $35.7 billion at March 31, 2026, up 1.1% year over year but down 3.5% from December 31, 2025 as net client outflows offset market moves. Discretionary AUM, which primarily drives revenue, was $23.1 billion. Cash and cash equivalents decreased to $11.6 million from $44.1 million at year-end 2025, while borrowings under the credit facility increased to $10.0 million. The board declared a quarterly dividend of $0.21 per Class A share, payable in June 2026.
Burns Richard Jonathan reported acquisition or exercise transactions in this Form 4 filing.
Silvercrest Asset Management Group Inc. director Richard Jonathan Burns reported an award of 4,322 shares of Class A common stock at a price of $0.00 per share, representing a grant of restricted stock units. According to the footnote, 100% of these RSUs will vest on May 6, 2029. Following this grant, Burns directly holds 19,333 shares of Class A common stock.
Romfo Darla reported acquisition or exercise transactions in this Form 4 filing.
Silvercrest Asset Management Group Inc. director Darla Romfo received an equity compensation grant of 4,322 Class A restricted stock units on May 6, 2026. The RSUs will vest 100% on May 6, 2029. Following this award, she holds 17,738 shares of Class A common stock directly.
Dunn Brian D reported acquisition or exercise transactions in this Form 4 filing.
Silvercrest Asset Management Group Inc. director Brian D. Dunn received an equity award in the form of restricted stock units. On May 6, 2026, he was granted 10,432 Class A RSUs, which will vest 100% on May 6, 2029, the third anniversary of the grant date. Following this compensation grant, Dunn beneficially owns 63,699 shares of Class A common stock directly.
Silvercrest Asset Management Group Inc. is informing investors that it will hold a teleconference at 8:30 a.m. Eastern Time on May 12, 2026 to discuss financial results for the first quarter ended March 31, 2026. A news release with the results will be issued before U.S. equity markets open and posted on the company’s investor relations website.
The call will feature Chairman, CEO and President Richard R. Hough III and CFO Scott A. Gerard, followed by a Q&A session for analysts and institutional investors, with public listen-only access by phone or webcast. Silvercrest notes it is an independent, employee-owned registered investment adviser providing traditional and alternative investment advisory and family office services, and reported $37.0 billion of assets under management as of December 31, 2025.