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Silvercrest Asset Management Group Inc. is holding its 2026 annual stockholders meeting on June 3, 2026 at 10:00 a.m. in New York. Investors will vote on electing director nominee Brian D. Dunn until 2029, an advisory say-on-pay resolution on executive compensation, and ratifying Deloitte & Touche LLP as independent auditor for fiscal 2026.
The Board recommends voting FOR all three proposals. Holders of 7,666,844 Class A and 4,116,639 Class B shares as of April 23, 2026 may vote in person or by proxy, with internet, telephone, mail and in-person options available.
Silvercrest Asset Management Group Inc: The Vanguard Group filed an amendment to Schedule 13G clarifying its internal realignment and reporting structure. The filing states that following an internal realignment effective January 12, 2026, Vanguard reports 0 shares beneficially owned and 0% of the common stock. The amendment is signed by Ashley Grim on 03/27/2026.
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.