Every 8-K that Silvercrest Asse (SAMG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow SAMG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SAMG filings page.
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.
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.
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. 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.
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.
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. (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.