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Silvercrest: Equinox reports approximately 8.8% stake

The reported position carries shared voting and dispositive power and equals approximately 8.8% of the outstanding Class A shares.

(Moderate)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
SCHEDULE 13D/A

Rhea-AI Filing Summary

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.

Beneficially owned shares reported by each reporting person 690,741 shares Each of the three reporting persons reports the same aggregate position.
Ownership percentage reported by each reporting person Approximately 8.8% Percentage of the outstanding Class A common stock.
Shares outstanding 7,821,782 shares Reported in the issuer’s Form 10-Q filed July 30, 2026.
Aggregate funds used for shares held by reporting persons Approximately $6,906,817 Includes commissions.
beneficially owned regulatory
"aggregate amount beneficially owned by each reporting person"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power regulatory
"Shared Voting Power 690,741.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power regulatory
"Shared Dispositive Power 690,741.00"
margin accounts financial
"purchases of Shares through margin accounts"
A margin account is a brokerage account that lets an investor borrow money from the broker to buy more securities than they could with cash alone, using the securities in the account as security for the loan. Think of it like a mortgage for stock purchases: borrowing increases potential gains but also magnifies losses, can trigger a forced sale if the account falls below required limits, and carries interest costs—factors investors must manage carefully.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many SAMG shares do the reporting persons beneficially own?

Each of Equinox Partners Investment Management LLC, Equinox Partners, L.P., and Sean M. Fieler reports beneficial ownership of 690,741 shares, with shared voting and dispositive power. Each reports approximately 8.8% of the class.

How were the SAMG shares funded?

The amendment states that the shares were purchased using applicable clients’ investment capital. The aggregate amount used for shares held by the reporting persons was approximately $6,906,817, including commissions.

Could the SAMG shares be held in margin accounts?

Purchases may be made through margin accounts maintained for Equinox Partners Investment Management LLC’s clients, with prime brokers extending margin credit as and when required. Shares may be held in those accounts and pledged as collateral for debit balances.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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828359109

(CUSIP Number)
Eric Wagner
Kleinberg, Kaplan, Wolff & Cohen P.C., 500 Fifth Avenue
New York, NY, 10110
(212) 880-9845

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)
10/08/2026

(Date of Event Which Requires Filing of This Statement)


If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).




schemaVersion:


SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D






SCHEDULE 13D


Equinox Partners Investment Management LLC
Signature:/s/ Sean M. Fieler
Name/Title:Sean M. Fieler, Manager
Date:10/13/2026
Equinox Partners, L.P.
Signature:/s/ Sean M. Fieler
Name/Title:Sean M. Fieler, Manager of Equinox Partners Investment Management LLC, the Investment Manager of Equinox Partners, L.P.
Date:10/13/2026
Sean M. Fieler
Signature:/s/ Sean M. Fieler
Name/Title:Sean M. Fieler
Date:10/13/2026

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