Microcap Ledger Silvercrest Asset Management Group Inc. $SAMG
Facts as of . Built from SEC filings and our own data. Small caps move fast; check the latest filings.
Snapshot
- Exchange
- Nasdaq Global Market
- Sector
- Investment Advice
- Headquarters
- New York, NY
- Fiscal year end
- December 31
What the company doesAI summary of filing
Silvercrest Asset Management Group Inc. is a full-service wealth management firm that provides financial advisory and family office services to ultra-high net worth individuals and institutional investors. The company generates revenue primarily through discretionary asset-based fees on assets under management, as well as negotiated fees for family office and administrative services such as financial planning, tax planning, and consolidated wealth reporting. As of December 31, 2025, the company managed $37.0 billion in assets across 828 client relationships and operates as a revenue-generating business with a 23-year operating history and an average annual client retention rate of 98% since 2006. [10-K 2026-03-16]
Financial health
| Period | Revenue | Net income | Operating cash flow | Cash | Filing |
|---|---|---|---|---|---|
| 6 months to Jun 2026 | $62.19M | $407.0K | −$16.73M | $20.74M | [10-Q 2026-07-30] |
| FY ended Dec 2025 | $125.32M | $8.06M | $18.61M | $44.07M | [10-K 2026-03-16] |
| FY ended Dec 2024 | $123.65M | $15.71M | $21.59M | $68.61M | [10-K 2026-03-16] |
- Quarterly cash burn
- −$8.36M
- Cash runway Estimate
- ~7.4 months
Listing status
Current status: No Form 8-K Item 3.01 (listing notice) filings in the last 24 months, as of 2026-10-11.
Who owns it
| Date | Insider | Type | Shares | Price | Filing |
|---|---|---|---|---|---|
| 2026-05-06 | Burns Richard Jonathan | grant | 4,322 | — | [4 2026-05-08] |
| 2026-05-06 | Romfo Darla | grant | 4,322 | — | [4 2026-05-08] |
| 2026-05-06 | Dunn Brian D | grant | 10,432 | — | [4 2026-05-08] |
| 2025-12-03 | Gerard Scott A | grant | 10,922 | — | [4 2025-12-05] |
| 2025-12-01 | Gray John Allen | buy | 1,285 | $13.85 | [4 2025-12-01] |
| 2025-11-28 | Gray John Allen | buy | 5,500 | $13.83 | [4 2025-12-01] |
| 2025-11-26 | Gray John Allen | buy | 15,000 | $13.66 | [4 2025-12-01] |
Catalysts and calendar
| Date | Type | Title |
|---|---|---|
| 2026-09-30 | 13D | Beneficial ownership report (5%+ holder) |
| 2026-07-30 | 10-Q | Quarterly report |
| 2026-07-30 | 8-K | Results of operations |
| 2026-07-30 | 13G/A | Beneficial ownership report (5%+ holder) |
| 2026-07-27 | 8-K | Other events |
| 2026-07-17 | 13G/A | Beneficial ownership report (5%+ holder) |
| 2026-06-18 | 8-K | Material agreement entered; New financial obligation |
| 2026-06-03 | 8-K | Shareholder vote results |
| 2026-05-11 | 10-Q | Quarterly report |
| 2026-05-11 | 8-K | Results of operations |
| 2026-05-05 | 8-K | Other events |
| 2026-04-30 | DEF 14A | Proxy statement |
Alerts for $SAMG
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Facts as of . Small caps move fast; check the latest filings.