Silvercrest Asset Management Group, Inc. (SAMG)
NASDAQFinancialsAsset ManagementSnapshot 2026-11-05
$10.98+0.27%
Close 2026-11-05 · 1-day change
NASDAQFinancialsAsset ManagementSnapshot 2026-11-05
QuarterlyIQ Insights · SAMG
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Our institutional pipeline has continued to grow substantially and remains robust, particularly in our Global and International Equity strategies, which continue to deliver exceptional performance.
Stated in 3 of 3 supplied quarters. Management reported: “Our institutional pipeline has continued to grow substantially and remains robust, particularly in our Global and International Equity strategies, which continue to deliver exceptional performance.” “Silvercrest added $182.2 million in organic new client accounts, which was the best quarter during 2026, and our net flows included an affirming $373.0 million follow-on investment in the firm’s global value equity strategy.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated neutral grew net income 55% of the time over the next year (vs 61% for the rest of the cohort, n=10284).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Our institutional pipeline has continued to grow substantially and remains robust, particularly in our Global and International Equity strategies, which continue to deliver exceptional performance.”
“Our institutional pipeline has grown substantially and remains robust, particularly in our Global and International Equity strategies, which continue to deliver exceptional performance.”
“The firm continues to generate strong interest from institutional consultants and allocators globally, and our primary institutional objective for 2026 is to convert that pipeline into consultant app…”
We completed progress on building our global infrastructure and distribution for our current revenue push.
Stated in 3 of 3 supplied quarters. Management reported: “We completed progress on building our global infrastructure and distribution for our current revenue push.” “We announced during the third quarter that we received our full MiFID license through the Central Bank of Ireland.”
“We completed progress on building our global infrastructure and distribution for our current revenue push.”
“We have made significant progress on our global infrastructure and distribution build-out and are entering the revenue phase.”
“Finally, we opened our Atlanta and Singapore offices during the first quarter of 2026 and are beginning to see business development as a result.”
As previously discussed, Silvercrest will continue to adjust our compensation ratio to match compelling opportunities to organically grow the business.
Stated in 3 of 3 supplied quarters. Management reported: “As previously discussed, Silvercrest will continue to adjust our compensation ratio to match compelling opportunities to organically grow the business.” “Total compensation and benefits expense was $62.9 million, representing 66.3% of revenue, for the nine months ended September 30, 2026.”
“As previously discussed, Silvercrest will continue to adjust our compensation ratio to match compelling opportunities to organically grow the business.”
“As previously discussed, Silvercrest will continue to adjust our compensation ratio to match compelling opportunities to organically grow the business.”
“As previously discussed, Silvercrest will continue to adjust our compensation ratio to match compelling opportunities to organically grow the firm and build return on invested capital.”
Intellectual capital is Silvercrest's most important resource, and we have made substantial investments in excellent talent.
Stated in 3 of 3 supplied quarters. Management reported: “Intellectual capital is Silvercrest's most important resource, and we have made substantial investments in excellent talent.” “We intend to imminently make equity grants to the professionals who are building our business and executing our strategy.”
“Intellectual capital is Silvercrest's most important resource, and we have made substantial investments in excellent talent.”
“We continue to invest in the firm's talent.”
“The firm continues to invest in talent across the organization and to execute on next-generation portfolio management transitions designed to protect our investment process, preserve our culture, and…”
SILVERCREST ASSET MANAGEMENT GROUP INC. 1330 AVENUE OF THE AMERICAS, NEW YORK, NEW YORK 10019 • (212) 649-0600 WWW.SILVERCRESTGROUP.COM On October 28, 2026, the Company’s Board of Directors declared…
Stated in 3 of 3 supplied quarters. Management reported: “SILVERCREST ASSET MANAGEMENT GROUP INC. 1330 AVENUE OF THE AMERICAS, NEW YORK, NEW YORK 10019 • (212) 649-0600 WWW.SILVERCRESTGROUP.COM On October 28, 2026, the Company’s Board of Directors declared a quarterly dividend of $0.21 per share of Class A common stock.” “Our strong balance sheet continues to support our strategic growth initiatives, our substantial dividend, and ongoing capital returns to shareholders.”
“SILVERCREST ASSET MANAGEMENT GROUP INC. 1330 AVENUE OF THE AMERICAS, NEW YORK, NEW YORK 10019 • (212) 649-0600 WWW.SILVERCRESTGROUP.COM On October 28, 2026, the Company’s Board of Directors declared…”
“Our strong balance sheet continues to support our strategic growth initiatives, our substantial dividend, and ongoing capital returns to shareholders.”
“Our balance sheet continues to support our strategic growth initiatives and our ongoing commitment to capital returns to shareholders.”
Over the trailing year it converted -8.32x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 60% for the rest of the cohort, n=6873).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
7 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated stable grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7436).
Not investment advice. As of 2026-11-05.