Silvercrest Asset Management Group, Inc. (SAMG)
NASDAQFinancialsAsset ManagementSnapshot 2026-11-05
NASDAQFinancialsAsset ManagementSnapshot 2026-11-05
QuarterlyIQ Insights · SAMG
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 10.4% |
| Our one-year growth estimate | diamond | 7.1% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 3.3 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 25 industry peers · Company calendar date is not available
SAMG — earnings miss
Dated 2026-07-30
Results of Operations and Financial Condition On July 30, 2026, Silvercrest Asset Management Group Inc. (the “Company”) issued a press release announcing certain consolidated financial and operating results for the three and six months ended June 30, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information furnished in this Form 8-K, including the exhibit hereto, shall not be deemed “filed” for purposes of Section 18 of the…
Why it matters: The board declared a $0.21 dividend, payable in December. A change to the payment would mark a shift in capital returns.
Watch forThe company pays $0.21 per Class A share on or about Dec. 18, 2026, to holders of record on Dec. 11.
Also watch forThe company announces it will cut, delay, or cancel the declared $0.21 payment.
Why it matters: Silvercrest plans to stop reporting non-discretionary AUM. Total reported AUM may fall, even if revenue does not.
Watch forThe Q1 2027 release reports lower total AUM due to the category change. It says revenue was not affected.
Also watch forThe Q1 2027 release links the AUM decline to client withdrawals or reports a related revenue drop.
Why it matters: Silvercrest finished key offices and licensing work. New revenue would show that these costs are opening sales channels.
Supportive ifA later results release links revenue or new client assets to the Dublin office, UCITS fund, or new licensing work.
Worry ifThe next two quarterly releases show no revenue from these efforts. Related costs stay high.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$152 on $10,000 · ±1.5% | How much price usually moves either way. |
| Bad day | $357 loss on $10,000 · 3.6% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $4,166 loss on $10,000 · 41.7% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.