secwatch / observer

Silvercrest Asset Management Group Inc. — fact timeline

Source-grounded facts extracted from Silvercrest Asset Management Group Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

SAMG Silvercrest Asset Management Group Inc. JSON
Material Agreements

Silvercrest Asset Management Group Inc. amended Second Amendment to Amended and Restated Credit Agreement with City National Bank valued at $5.0 million (effective 2026-06-18).

“On June 18, 2026, the subsidiaries of Silvercrest L.P. entered into a Second Amendment to Amended and Restated Credit Agreement (the “Second Amendment”) with City National Bank.”
Earnings Releases

Silvercrest Asset Management Group Inc. reported financial results for the three months ended March 31, 2026.

“Silvercrest Asset Management Group Inc. (the "Company") issued a press release announcing certain consolidated financial and operating results for the three months ended March 31, 2026.”
Earnings Releases

Silvercrest Asset Management Group Inc. reported the year ended December 31, 2025 results: revenue $125,319, net income $8,059, EPS $0.56 per basic and diluted share.

“For the Three Months Ended December 31, For the Twelve Months Ended December 31, (in thousands except as indicated) 2025 2024 2025 2024 Revenue $ 31,959 $ 31,962 $ 125,319 $ 123,651 (Loss) income before other income (expense), net $ (884 ) $ 1,957 $ 9,325 $ 17,627 Net (loss) income $ (107 ) $ 2,684 $ 8,059 $ 15,709 Net (loss) income margin (0.3 )% 8.4 % 6.4 % 12.7 % Net (loss) income attributable to Silvercrest $ (120 ) $ 1,618 $ 4,885 $ 9,535 Net (loss) income per basic share $ (0.01 ) $ 0.17 $ 0.56 $ 1.00 Net (loss) income per diluted share $ (0.01 ) $ 0.17 $ 0.56 $ 1.00”
Earnings Releases

Silvercrest Asset Management Group Inc. reported Fourth Quarter 2025 results: revenue $32.0 million, net income $0.1 million, EPS $0.01.

“Fourth Quarter 2025 Highlights • Total AUM of $37.0 billion, inclusive of discretionary AUM of $24.0 billion and non-discretionary AUM of $13.0 billion, at December 31, 2025. • Revenue of $32.0 million. • U.S. Generally Accepted Accounting Principles (“GAAP”) consolidated net loss and net loss attributable to Silvercrest of $0.1 million. • Basic and diluted net loss per share of $0.01.”

J. Allen Gray was appointed as director at Silvercrest Asset Management Group Inc..

“On April 7, 2025, the Board appointed J. Allen Gray, Managing Director, Head of Institutional Business of the Company, as a non-independent director to fill the vacancy on the Board as a Class III director effective as of April 7, 2025 .”

Albert Messina departed as director at Silvercrest Asset Management Group Inc..

“On April 7, 2025, Albert Messina notified the Board of Directors (the “Board”) of Silvercrest Asset Management Group Inc. (the “Company”) of his intention to resign and retire as a director of the Company, effective as of April 7, 2025.”
Earnings Releases

Silvercrest Asset Management Group Inc. reported three months ended March 31, 2024 results: revenue Revenue of $30.3 million., net income GAAP consolidated net income ... of $4.9 million and $3.0 million, respectively., EPS Basic and diluted net income per share of $0.32..

“Quarter 2024 Highlights • Total AUM of $34.5 billion, inclusive of discretionary AUM of $22.7 billion and non-discretionary AUM of $11.8 billion at March 31, 2024. • Revenue of $30.3 million. • U.S. Generally Accepted Accounting Principles (“GAAP”) consolidated net income and net income attributable to Silvercrest of $4.9 million and $3.0 million, respectively. •”
Earnings Releases

Silvercrest Asset Management Group Inc. reported financial results for the quarter and year ended December 31, 2023.

“On March 7, 2024, Silvercrest Asset Management Group Inc. (the “Company”) issued a press release announcing certain consolidated financial and operating results for the three and twelve months ended December 31, 2023. A copy of the press release is attached hereto as Exhibit 99.1, and is incorporated herein by reference.”
Earnings Releases

Silvercrest Asset Management Group Inc. reported three and nine months ended September 30, 2023 results: revenue Revenue of $29.7 million for the three months and $88.9 million for the nine months ended September 30, 2023, net income GAAP consolidated net income of $5.4 million (three months) and $15.8 million (nine months); net income attributable to, EPS Basic and diluted net income per share of $0.34 (three months); basic $1.01 and diluted $1.00 (nine months).

“For the Three Months Ended September 30, For the Nine Months Ended September 30, (in thousands except as indicated) 2023 2022 2023 2022 Revenue $ 29,704 $ 29,042 $ 88,868 $ 94,725 Income before other income (expense), net $ 6,519 $ 7,102 $ 19,788 $ 34,441 Net income $ 5,380 $ 5,643 $ 15,825 $ 27,512 Net income margin 18.1 % 19.4 % 17.8 % 29.0 % Net income attributable to Silvercrest $ 3,216 $ 3,433 $ 9,505 $ 16,771 Net income per basic share $ 0.34 $ 0.35 $ 1.01 $ 1.70 Net income per diluted share $ 0.34 $ 0.35 $ 1.00 $ 1.70”
Earnings Releases

Silvercrest Asset Management Group Inc. reported the six months ended June 30, 2023 results: revenue $59,164, net income $6,289, EPS $0.66.

“measures and AUM. For the Three Months Ended June 30, For the Six Months Ended June 30, (in thousands except as indicated) 2023 2022 2023 2022 Revenue $ 29,734 $ 32,173 $ 59,164 $ 65,683 Income before other income (expense), net $ 6,518 $ 11,900 $ 13,269 $ 27,339 Net income $ 5,135 $ 9,473 $ 10,445 $ 21,869 Net income margin 17.3 % 29.4 % 17.7 % 33.3 %”
Earnings Releases

Silvercrest Asset Management Group Inc. reported the quarter ended June 30, 2023 results: revenue $29.7 million, net income $3.1 million, EPS $0.33.

“Quarter 2023 Highlights • Total AUM of $31.9 billion, inclusive of discretionary AUM of $21.5 billion and non-discretionary AUM of $10.4 billion at June 30, 2023. • Revenue of $29.7 million. • U.S. Generally Accepted Accounting Principles (“GAAP”) consolidated net income and net income attributable to Silvercrest of $5.1 million and $3.1 million, respectively. •”
Material Agreements

Silvercrest Asset Management Group Inc. amended Twelfth Amendment to the Credit Agreement with City National Bank valued at $10.0 million (effective 2023-06-15).

“On June 15, 2023, the Credit Parties and City National Bank entered into the Twelfth Amendment to the Credit Agreement (the “Twelfth Amendment”) whereby the $10.0 million revolving credit facility maturity date was extended until June 18, 2024.”
Shareholder Votes

Silvercrest Asset Management Group Inc. shareholders approved Ratification of appointment of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year 2023 at the 2023-06-06 meeting.

“For Against Abstain Broker Non-Votes 12,391,494 22,514 199 0”
Shareholder Votes

Silvercrest Asset Management Group Inc. shareholders approved Approval of executive compensation in an advisory, non-binding vote at the 2023-06-06 meeting.

“For Against Abstain Broker Non-Votes 10,598,962 496,544 469,433 849,268”
Shareholder Votes

Silvercrest Asset Management Group Inc. shareholders approved Election of Brian D. Dunn as director to serve until the 2026 annual meeting at the 2023-06-06 meeting.

“Brian D. Dunn 9,084,185 2,480,754 849,268”
Earnings Releases

Silvercrest Asset Management Group Inc. reported the three months ended March 31, 2023 results: revenue $29.4 million, net income $3.2 million, EPS $0.33.

“Quarter 2023 Highlights • Total AUM of $29.9 billion, inclusive of discretionary AUM of $21.3 billion and non-discretionary AUM of $8.6 billion at March 31, 2023. • Revenue of $29.4 million. • U.S. Generally Accepted Accounting Principles (“GAAP”) consolidated net income and net income attributable to Silvercrest of $5.3 million and $3.2 million, respectively. •”
Earnings Releases

Silvercrest Asset Management Group Inc. reported the twelve months ended December 31, 2022 results: revenue $ 123,217, net income $ 30,793, EPS $ 1.92.

“Revenue $ 28,492 $ 33,804 $ 123,217 $ 131,603 Income before other income (expense), net $ 4,121 $ 9,310 $ 38,562 $ 30,521 Net income $ 3,281 $ 8,596 $ 30,793 $ 24,946 Net income margin 11.5 % 25.4 % 25.0 % 19.0 % Net income attributable to Silvercrest $ 2,057 $ 5,083 $ 18,828 $ 14,693 Net income per basic and diluted share $ 0.22 $ 0.53 $ 1.92 $ 1.52”
Earnings Releases

Silvercrest Asset Management Group Inc. reported the three months ended December 31, 2022 results: revenue $28.5 million, net income $3.3 million, EPS $0.22.

“Fourth Quarter 2022 Highlights • Total AUM of $28.9 billion, inclusive of discretionary AUM of $20.9 billion and non-discretionary AUM of $8.0 billion at December 31, 2022. • Revenue of $28.5 million. • U.S. Generally Accepted Accounting Principles (“GAAP”) consolidated net income and net income attributable to Silvercrest of $3.3 million and $2.1 million, respectively. • Basic and diluted net income per share of $0.22.”
Earnings Releases

Silvercrest Asset Management Group Inc. reported financial results for the three and nine months ended September 30, 2022.

“On November 3, 2022, Silvercrest Asset Management Group Inc. (the “Company”) issued a press release announcing certain consolidated financial and operating results for the three and nine months ended September 30, 2022. A copy of the press release is attached hereto as Exhibit 99.1, and is incorporated herein by reference.”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.