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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.
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.