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: 164
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
4% more funds holding
Funds holding: 74 [Q4 2024] → 77 (+3) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
0% more call options, than puts
Call options by funds: $2K | Put options by funds: $2K
3.66% less ownership
Funds ownership: 67.16% [Q4 2024] → 63.5% (-3.66%) [Q1 2025]
15% less capital invested
Capital invested by funds: $117M [Q4 2024] → $99.2M (-$17.6M) [Q1 2025]
27% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 30
Research analyst outlook
We haven’t received any recent analyst ratings for SAMG.
Financial journalist opinion









