Silvercrest Asset Management (SAMG)

• Market cap: $162M
• 1 day: -0.76%
• 5 days: -3.08%
• 1 month: -5.62%
• 3 months: -8.17%
• 6 months: 3.79%
• Year to date: -6.96%
• 1 year: 8.64%
• 5 years: 79.77%
• 10 years: 23.60%
• Sector: Financials
• Industry: Investment Advice

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: 164

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

4% more capital invested

Capital invested by funds: $112M [Q3] → $117M (+$4.63M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

1.02% less ownership

Funds ownership: 68.16% [Q3] → 67.14% (-1.02%) [Q4]

6% less funds holding

Funds holding: 79 [Q3] → 74 (-5) [Q4]

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7