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Silvercrest Asse - SAMG STOCK NEWS

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Company Overview

Silvercrest Asset Management Group Inc (NASDAQ: SAMG) is an independent, employee-owned investment advisory firm that has built its reputation on decades of wealth management expertise. The firm offers a comprehensive suite of asset management and family office services designed for ultra-high-net-worth families and select institutional investors. Combining traditional client-focused service with advanced portfolio construction and modern risk management techniques, Silvercrest has maintained a business model that is both sophisticated and deeply rooted in personal investment experience.

Core Business Areas and Services

At the heart of Silvercrest's operations is its commitment to offering both traditional investment strategies and alternative investment solutions. For its clients, the firm advises on a range of asset classes including equities, fixed income, and cash, while also incorporating non-traditional investments such as hedge funds, private equity, real estate, and commodities. This diversified approach provides clients with a balanced portfolio that is aligned with their individual risk tolerance and long-term financial goals.

Investment Philosophy and Operational Integrity

Silvercrest's investment philosophy is anchored in a commitment to long-term, risk-adjusted performance rather than chasing short-term market manias. The firm emphasizes the importance of investing in a manner that is consistent with each client's risk tolerance, demonstrating an approach that is both analytical and disciplined. With managing directors who average more than 25 years of wealth management experience, the advisor’s strategy merges classic investment principles with state-of-the-art portfolio construction methods, ensuring that asset allocation and risk management are executed with precision.

Client-Centric Focus and Business Model

A key hallmark of Silvercrest is its client-centric approach, a legacy of the service levels traditionally found in private banking. The firm's business structure, driven by employee ownership, inherently reduces conflicts of interest, thereby providing a measure of trust and integrity in its advisory relationships. This unique structure not only benefits its clients by aligning interests between the firm and its investors, but it also supports a collegial culture where each employee is invested in the success of client portfolios.

Operational Expertise and Global Outreach

Leveraging deep institutional knowledge, Silvercrest integrates a diverse range of financial planning services such as tax planning, partnership accounting, fund administration, and consolidated wealth reporting. The firm also regularly updates its investment capabilities by incorporating global and international equity expertise, thus ensuring a diversified approach that can adapt to changing market conditions. With a robust team that combines decades of experience across various market cycles, Silvercrest stays resilient in both bullish and bearish periods.

Competitive Landscape and Differentiators

Within the competitive landscape of wealth management and asset advisory, Silvercrest stands out through its independent ownership and commitment to client-first service. Unlike many larger organizations, the firm is not encumbered by the typical conflicts of interest, offering a purer form of advisory service that prioritizes the client’s needs over corporate gains. The combination of traditional methodologies with innovative investment strategies means that the firm can effectively navigate both conventional assets and alternative investment avenues while providing comprehensive family office services.

Technology, Research and Risk Management

Silvercrest employs state-of-the-art theories and practices in portfolio construction and risk management. The firm’s continuous investment in technology-backed research ensures that their risk management frameworks are both comprehensive and adaptive to market dynamics. This thoughtful integration of research and technology underpins the firm’s ability to provide a robust, diversified strategy that is methodical and measurable in minimizing risk.

Expertise and Industry Experience

Having a team with decades of cumulative experience, Silvercrest showcases deep industry expertise that spans numerous market cycles. This wealth of experience is reflected in their ability to manage portfolios with an eye for detail and a focus on comprehensive asset diversification. Their seasoned professionals leverage historical insights and current market intelligence to build portfolios that are resilient in a dynamic economic landscape.

Family Office Services and Holistic Advisory

Beyond asset management, Silvercrest extends its expertise to comprehensive family office services. This includes detailed financial planning, tax advisory, administrative coordination, and consolidated wealth reporting, all designed to simplify the management of complex family finances. By offering these additional services, the firm ensures that its clients receive a holistic approach to wealth management that optimally positions them for long-term financial stability.

Summary

In summary, Silvercrest Asset Management Group Inc is characterized by its blend of traditional high-touch service with modern, analytical investment strategies. Its independent, employee-owned structure contributes to a conflict-of-interest-free advisory environment that is both trusted and proven through decades of market performance. With a focus on diversified investment strategies, comprehensive advisory services, and an unwavering commitment to client priorities, Silvercrest maintains a significant position in the wealth management industry. Investors and research analysts can value the firm's expertise, well-defined operational model, and its ability to navigate both broad market cycles and specific investment niches.

  • Industry-specific keywords: wealth management, asset management, investment advisory
  • Core Competencies: portfolio construction, risk management, family office services
  • Management Strength: decades of experience across market cycles
Rhea-AI Summary

Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) reported Q2 2024 results with total Assets Under Management (AUM) of $33.4 billion, including discretionary AUM of $21.6 billion. Revenue increased 4.2% year-over-year to $31.0 million. GAAP net income was $4.4 million, with earnings per share of $0.28. Adjusted EBITDA was $7.2 million, representing a 23.3% margin.

The company faced challenges with narrow market leadership and declining AUM in certain segments. However, Silvercrest's U.S. Value and Small Cap Growth strategies performed well relatively. The company is investing in future growth, including hiring a new global equity investment team and a business development professional for the Southeast region.

Silvercrest's Board approved a 5% increase in quarterly dividend to $0.20 per share of Class A common stock. The company's pipeline of new institutional business opportunities decreased to $1.0 billion but remains up from Q4 2023.

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Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) has announced it will host a teleconference on August 2, 2024, at 8:30 am Eastern Time to discuss its financial results for the second quarter ended June 30, 2024. The company will release its financial results before the U.S. equity markets open on the same day. The news release will be available on the company's investor relations website.

Chairman, CEO, and President Richard R. Hough III, along with CFO Scott A. Gerard, will review the quarterly results during the call. Following the prepared remarks, there will be a Q&A session for analysts and institutional investors. The call can be accessed by dialing 1-844-836-8743 (U.S.) or 1-412-317-5723 (international). A live webcast will also be available on the company's website.

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Silvercrest Asset Management Group Inc. reported Q1 2024 results, showing positive growth in Discretionary Assets Under Management, Total AUM, and revenue. The company is focusing on new opportunities, investments, and international expansion. While revenue increased, higher expenses impacted most metrics, with a noticeable rise in compensation expenses. Despite challenges, Silvercrest's pipeline of new institutional business opportunities doubled, positioning the firm for positive flows. The company declared a dividend, indicating confidence in its financial position.

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Silvercrest Asset Management Group Inc. (NASDAQ:SAMG) has expanded its international and global equity capability by hiring Rehan Chaudhri, James A. Dunn, Jr., Ken Dennig, and Robert Gondolfo. The team will enhance the firm's investment capabilities and global outreach with their Global Equity Strategy, providing comprehensive offerings to families and institutional investors. Rehan Chaudhri and his team bring significant investment expertise and experience managing equity mandates for large institutions worldwide. Chaudhri, a Managing Director and Lead Portfolio Manager, has a proven track record in global and international value equity markets. James A. Dunn, Jr., a Managing Director, brings over 25 years of professional investing experience. Ken Dennig, a former partner at Altrinsic Global Advisors, has over 20 years of investment experience. Robert Gondolfo, a Senior Vice President, brings expertise in process improvement initiatives and back-office operations.

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Silvercrest Asset Management Group Inc. (SAMG) will host a teleconference on May 3, 2024, to discuss the financial results for the first quarter ended March 31, 2024. Chairman Richard R. Hough III and CFO Scott A. Gerard will review the results, followed by a Q&A session for analysts and investors.

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Silvercrest Asset Management Group Inc. reported its operations for Q4 and full year 2023, showing growth in AUM but a decrease in revenue. Despite market appreciation and net client inflows, revenue declined by 4.7% for the year. Adjusted EBITDA and earnings per share also decreased, indicating a challenging year for the company.
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Silvercrest Asset Management Group Inc. (SAMG) will host a teleconference on March 8, 2024, to discuss its financial results for Q4 and year-end 2023. Chairman, CEO, and CFO will review the results, followed by a Q&A session. Analysts and investors can participate via phone or webcast.
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Silvercrest Asset Management Group Inc. (SAMG) declares a quarterly dividend of $0.19 per share of Class A common stock on February 13, 2024.
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Silvercrest Asset Management Group Inc. reported its Q3 2023 results, with Total AUM of $31.2 billion and Discretionary AUM of $20.5 billion. Discretionary AUM decreased by $1.0 billion from the previous quarter. Revenue increased by 2.3% YoY for Q3 2023. However, most business metrics remain down YoY and YTD. Adjusted EBITDA Margin for the three and nine months ended September 30, 2023, was 26.9% and 27.3%, respectively. The company's pipeline of new business opportunities has weakened since Q2 due to a changing and uncertain business environment.
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Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) will host a teleconference on November 3, 2023, to discuss Q3 financial results. Chairman, CEO, and President Richard R. Hough III and CFO Scott A. Gerard will review the results.
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FAQ

What is the current stock price of Silvercrest Asse (SAMG)?

The current stock price of Silvercrest Asse (SAMG) is $16.08 as of April 3, 2025.

What is the market cap of Silvercrest Asse (SAMG)?

The market cap of Silvercrest Asse (SAMG) is approximately 157.8M.

What core services does Silvercrest provide?

Silvercrest offers a range of services including asset management, investment advisory, and family office services. Their approach covers both traditional investments like equities and fixed income, as well as alternative assets such as hedge funds and real estate.

Who are the primary clients of Silvercrest?

The firm primarily serves ultra-high-net-worth families and select institutional investors. Their services are tailored to meet the complex financial needs of these clients through a personalized and comprehensive advisory approach.

How does Silvercrest generate its revenue?

Silvercrest generates revenue principally through assets under management. Their fee structure is aligned with the performance and size of client portfolios, emphasizing sustainable wealth management practices.

What sets Silvercrest apart from other investment advisors?

Silvercrest is distinct due to its independent, employee-owned structure which minimizes conflicts of interest. This, combined with a blend of traditional personalized service and modern, analytical investment strategies, sets them apart in the industry.

Can you explain Silvercrest's investment philosophy?

The firm focuses on investing in a manner that is consistent with their clients' risk tolerance and long-term objectives. They integrate traditional principles with state-of-the-art portfolio construction and risk management techniques to ensure a balanced approach.

What role does technology and research play at Silvercrest?

Technology and rigorous research form a key part of Silvercrest’s strategy. They use advanced portfolio construction tools and comprehensive risk management models to ensure that their investment strategies remain robust and adaptive.

What benefits do clients derive from Silvercrest's employee-owned model?

The employee-owned structure aligns the interests of the firm with those of its clients, reducing potential conflicts of interest. This model encourages a client-first approach, where every decision is made with the goal of protecting and growing client wealth.

How does Silvercrest maintain a diverse investment portfolio?

Silvercrest employs a diversified investment strategy that spans traditional and alternative asset classes. This approach, combined with extensive market research and experienced portfolio management, ensures that clients benefit from broad market exposure and tailored risk management.
Silvercrest Asse

Nasdaq:SAMG

SAMG Rankings

SAMG Stock Data

157.76M
8.05M
15.67%
69.58%
0.32%
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