Silvercrest Asset ManagementSAMG
About: Silvercrest Asset Management Group Inc is a wealth management firm focused on providing financial advisory and related family office services to ultra-high net-worth individuals and institutional investors. It advises clients on traditional investment strategies focused on equities, fixed income and cash as well as non-traditional investment strategies including hedge funds, private equity funds, real estate and commodities. It also provides clients with family office services and related administrative services, which include financial planning, tax planning and preparation, partnership accounting and fund administration, and consolidated wealth reporting. The company derives revenues principally from assets under management.
Employees: 152
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
36% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 22
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
10% more capital invested
Capital invested by funds: $102M [Q2] → $112M (+$9.72M) [Q3]
1% more funds holding
Funds holding: 78 [Q2] → 79 (+1) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]
0.67% less ownership
Funds ownership: 69.12% [Q2] → 68.45% (-0.67%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for SAMG.