Silvercrest Asset Management Group Inc. filings document formal disclosures for a registered investment adviser whose operating subsidiary provides investment advisory and family office services to wealthy families and select institutional investors. Form 8-K reports cover quarterly and annual operating results, financial condition, assets under management, discretionary AUM, new client flows, dividend declarations on Class A common stock, and investor call announcements furnished through press release exhibits.
The company's proxy materials disclose shareholder voting matters, governance structure, executive compensation, pay-versus-performance information, and equity award data. Together, these filings record how Silvercrest reports revenue drivers, capital return actions, board oversight, and compensation practices for its public-company structure.
Silvercrest Asset Management Group Inc. (SAMG) reports that Equinox Partners, L.P. held 799,673 Class A common shares indirectly as of October 14, 2026. Equinox Partners Investment Management LLC is the Fund’s investment advisor, and Sean M. Fieler is its president; each may be deemed to beneficially own securities held directly by the Fund. The reporting persons disclaim beneficial ownership except to the extent of their pecuniary interests.
Silvercrest Asset Management Group Inc. reported Equinox Partners, L.P.'s purchase of 34,126 Class A shares in four transactions: 5,692 shares at $10.47 per share on October 15, 2026; 10,368 shares at $10.24 per share on October 20, 2026; 14,744 shares at $10.33 per share on October 21, 2026; and 3,322 shares at $10.42 per share on October 22, 2026. The partnership directly owned the shares; its investment adviser, Equinox Partners Investment Management LLC, and the adviser's president, Sean M. Fieler, may be deemed beneficial owners. No Rule 10b5-1 plan is reported.
Silvercrest Asset Management Group Inc. (SAMG) will host a teleconference at 8:30 a.m. Eastern Time on October 30, 2026, to discuss results for the third quarter ended September 30, 2026. The company said a results news release will be issued before the U.S. equity markets open. Chairman, Chief Executive Officer and President Richard R. Hough III and Chief Financial Officer Scott A. Gerard will review the results. Analysts, institutional investors and the general public may listen by phone or through a live, listen-only webcast, and an archived replay will be available after the call. Silvercrest reported $37.0 billion in assets under management as of June 30, 2026.
Silvercrest Asset Management Group Inc. (SAMG) is the issuer whose Class A shares are covered by an amended Schedule 13D reporting a shared position of 805,365 shares. Equinox Partners Investment Management LLC, Equinox Partners, L.P., and Sean M. Fieler, identified as Manager, each report the same position, representing approximately 10.3% of the class. The percentage is based on 7,821,782 shares outstanding, as reported in Silvercrest’s Form 10-Q filed July 30, 2026. The reporting persons state that the shares were purchased using applicable clients’ investment capital and that the funds used totaled approximately $8,801,653, including commissions. Each disclaims beneficial ownership of reported securities that it or he does not directly own.
Silvercrest Asset Management Group Inc. amended its Schedule 13D disclosures on funding and ownership of its Class A common stock. Equinox Partners Investment Management LLC, Equinox Partners, L.P., and Sean M. Fieler each report the same 690,741 shares as beneficially owned, with shared voting and dispositive power; each reports approximately 8.8% of the class. The reported percentage uses 7,821,782 shares outstanding, as reported in the issuer’s Form 10-Q filed July 30, 2026. The amendment states that the shares were purchased using investment capital of applicable clients of Equinox Partners Investment Management LLC and that approximately $6,906,817, including commissions, was used for shares held by the reporting persons. Purchases may be made through client margin accounts, and shares held in those accounts may be pledged as collateral.
Silvercrest Asset Management Group Inc. (SAMG) is the issuer in a Schedule 13D reporting that Equinox Partners Investment Management LLC, Equinox Partners, L.P., and Sean M. Fieler each report shared voting and dispositive power over 554,736 Class A shares, or 7.1%. The percentage is based on 7,821,782 shares outstanding, a figure reported in Silvercrest’s Form 10-Q filed July 30, 2026.
The reporting persons state that the shares were purchased using applicable clients’ investment capital, with approximately $5,501,363 in aggregate funds used, including commissions. Equinox Partners Investment Management is an investment adviser, and Fieler is its managing member. Depending on market conditions and other factors, the reporting persons may increase or decrease their position and may communicate with company stakeholders or propose changes concerning capital allocation, capitalization, ownership, or operations.
Silvercrest Asset Management Group Inc. reported second‑quarter 2026 revenue of $30,783 thousand, essentially unchanged from $30,673 thousand a year earlier, with management and advisory fees remaining the main contributor. First‑half 2026 revenue was $62,189 thousand, also similar to the prior‑year period.
Expenses increased, driven by higher compensation and general and administrative costs, compressing margins. Net income attributable to Silvercrest was $170 thousand for the quarter and $407 thousand for the first half, compared with $1,918 thousand and $4,387 thousand in the prior‑year periods; diluted EPS was $0.02 and $0.05, respectively.
Cash and cash equivalents were $20,741 thousand at June 30, 2026, down from $44,069 thousand at year‑end, after $16,729 thousand of net operating cash outflows, $3,037 thousand used for investing (including a seed investment in an Australian fund), and $3,459 thousand used for financing. Term‑loan borrowings under the credit facility increased to $9,500 thousand, while total assets were $139,946 thousand and total equity $77,846 thousand.
Silvercrest Asset Management Group Inc. reported essentially flat Q2 2026 revenue of $30.8 million, but consolidated net income declined to $0.5 million (1.5% margin) from $3.1 million (10.3%) a year earlier as total expenses rose 12.0%, driven by higher compensation and general and administrative costs.
Adjusted EBITDA fell to $3.4 million, or an 11.2% margin, from $5.7 million and 18.7%, while adjusted net income was $1.2 million, or $0.10 per adjusted basic and diluted share. For the first half of 2026, revenue was $62.2 million and net income $1.0 million, compared with $62.1 million and $7.1 million, respectively, in 2025.
Total assets under management reached $37.0 billion at June 30, 2026, including discretionary AUM of $24.7 billion, up 6.9% from March 31, 2026, driven by $2.4 billion of market appreciation partly offset by $0.8 billion of net client outflows. Silvercrest highlighted a growing institutional pipeline, an AUS$500 million allocation to its Global Value strategy, and continued investment in global distribution, including an expected MiFID license in Ireland. Cash was $20.7 million with $9.5 million outstanding under its term loan, and the board declared a quarterly dividend of $0.21 per Class A share.
BlackRock, Inc. filed an amended ownership report for Silvercrest Asset Management Group Inc Class A stock. BlackRock reports beneficial ownership of 600,126 Class A shares, representing 7.8% of the class.
BlackRock has sole voting power over 593,854 shares and sole dispositive power over all 600,126 shares, with no shared voting or dispositive power. The holdings reflect securities beneficially owned, or deemed to be beneficially owned, by specified business units of BlackRock and its subsidiaries.
Various underlying persons have rights to receive dividends or sale proceeds from these shares, but no single person has an interest in more than 5% of Silvercrest’s total outstanding common shares.
Silvercrest Asset Management Group Inc. plans to host a teleconference at 8:30 am Eastern Time on July 31, 2026 to discuss its financial results for the second quarter ended June 30, 2026. A news release containing these results will be issued before the U.S. equity markets open and made available on the company’s investor relations website.
Management, including Chairman, Chief Executive Officer and President Richard R. Hough III and Chief Financial Officer Scott A. Gerard, will review the results and hold a question-and-answer session for analysts and institutional investors. The call can be accessed via telephone or a live, listen-only webcast, with an archived replay available afterward. As of March 31, 2026, the firm reported assets under management of $35.7 billion.