Silvercrest Asset Management Group Inc.
SAMG · Investment Advice · 9.5M shares · +2%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $4M (gross $6M, SBC $2M)
Reference price $13.85 · est. market cap ~$131M — last insider purchase, 2025-12-01 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C64Silvercrest Asset Management — boutique wealth manager with thin margins.
Strengths
- Strong reported revenue/earnings growth; ultra-high-net-worth franchise
Risks
- Net margin 3.9% (17th), operating (27th) thin
- Market-linked AUM and key-person risk
Notable findings
- Restatement• Anti-takeover provisions in our second amended and restated certificate of incorporation and amended and restated by laws could discourage a change of control that our stockholders may favor, which 8-K ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
7.4%
Net margin
3.9%
Return on equity
9.7%
Return on assets
2.9%
Revenue growth (QoQ)
-1.7%
Net-income growth
-48.8%
Free cash flow
$15M
EBITDA
$12M
Tangible book value
-$28M
Cash & investments
$44M
Stock comp / revenue
1.5%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-05-06 | Burns Richard Jonathan | Grant | 4.3K | — |
| 2026-05-06 | Romfo Darla | Grant | 4.3K | — |
| 2026-05-06 | Dunn Brian D | Grant | 10K | — |
| 2025-12-03 | GERARD SCOTT A | Grant | 11K | — |
| 2025-12-01 | Gray John Allen | Buy | 1.3K | $13.85 |
| 2025-11-28 | Gray John Allen | Buy | 5.5K | $13.83 |
| 2025-11-26 | Gray John Allen | Buy | 15K | $13.66 |
| 2025-05-05 | Romfo Darla | Grant | 3.2K | — |
| 2025-05-05 | Dunn Brian D | Grant | 7.6K | — |
| 2025-05-05 | Burns Richard Jonathan | Grant | 3.2K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-18 | 2026-06-18 | 0001193125-26-275795 ↗ |
| 8-K | 2026-06-03 | 2026-06-03 | 0001193125-26-255406 ↗ |
| 8-K | 2026-05-11 | 2026-05-11 | 0001193125-26-216756 ↗ |
| 10-Q | 2026-05-11 | 2026-03-31 | 0001193125-26-216832 ↗ |
| 8-K | 2026-05-05 | 2026-05-05 | 0001193125-26-206466 ↗ |
| 8-K | 2026-03-16 | 2026-03-16 | 0001193125-26-108350 ↗ |
| 10-K | 2026-03-16 | 2025-12-31 | 0001193125-26-108402 ↗ |
| 8-K | 2026-03-16 | 2026-03-13 | 0001193125-26-106666 ↗ |
| 8-K | 2026-02-05 | 2026-02-05 | 0001193125-26-039445 ↗ |
| 10-Q | 2025-10-31 | 2025-09-30 | 0001193125-25-259049 ↗ |
| 8-K | 2025-10-31 | 2025-10-30 | 0001193125-25-258921 ↗ |
| 8-K | 2025-10-28 | 2025-10-28 | 0001193125-25-253863 ↗ |