Silvercrest Asset Management Group Inc.
SAMGFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Silvercrest Asset Management Group Inc. Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 15 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 8, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 2026-03-31 | 18,440 | Not shown | SEC filing |
| EverSource Wealth Advisors, LLC | 2026-03-31 | 44 | Not shown | SEC filing |
| GOLDMAN SACHS GROUP INC | 2026-03-31 | 119,615 | Not shown | SEC filing |
| Pacific Ridge Capital Partners, LLC | 2026-03-31 | 206,686 | Not shown | SEC filing |
| Prestige Wealth Management Group LLC | 2026-03-31 | 1,800 | Not shown | SEC filing |
| IFP Advisors, Inc | 2026-03-31 | 11 | Not shown | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 744 | Not shown | SEC filing |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2026-03-31 | 39,532 | Not shown | SEC filing |
| BANK OF AMERICA CORP /DE/ | 2026-03-31 | 27,058 | Not shown | SEC filing |
| CWM, LLC | 2026-03-31 | 945 | Not shown | SEC filing |
| Allworth Financial LP | 2026-03-31 | 25 | Not shown | SEC filing |
| Covestor Ltd | 2026-03-31 | 18 | Not shown | SEC filing |
| DIMENSIONAL FUND ADVISORS LP | 2026-03-31 | 203,727 | Not shown | SEC filing |
| ROTHSCHILD INVESTMENT LLC | 2026-03-31 | 6 | Not shown | SEC filing |
| BARCLAYS PLC | 2026-03-31 | 35,473 | Not shown | SEC filing |
| North Star Investment Management Corp. | 2026-03-31 | 110,000 | Not shown | SEC filing |
| Boston Partners | 2026-03-31 | 242,922 | Not shown | SEC filing |
| Rockefeller Capital Management L.P. | 2026-03-31 | 302 | Not shown | SEC filing |
| R Squared Ltd | 2026-03-31 | 16,244 | Not shown | SEC filing |
| MEEDER ASSET MANAGEMENT INC | 2026-03-31 | 1,396 | Not shown | SEC filing |
- Each value is checked against Silvercrest Asset Management Group Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 20 rows: no share price from within three months of their report dates is on file, so they could not be checked.
Filer report history
Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security.
- HARBOR CAPITAL ADVISORS, INC.: 477 shares reported 2025-12-31; 501 shares reported 2026-03-31.
- APPLETON PARTNERS INC/MA: 31,650 shares reported 2025-12-31; 31,650 shares reported 2026-03-31.
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 26,381 shares reported 2025-12-31; 29,572 shares reported 2026-03-31.
- MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 3,314 shares reported 2025-12-31; 3,382 shares reported 2026-03-31.
- FMR LLC: 807 shares reported 2025-12-31; 185 shares reported 2026-03-31.
- BRIDGEWAY CAPITAL MANAGEMENT, LLC: 17,702 shares reported 2025-12-31; 17,702 shares reported 2026-03-31.
- Bank of New York Mellon Corp: 20,374 shares reported 2025-12-31; 18,112 shares reported 2026-03-31.
- Piscataqua Savings Bank: 125 shares reported 2025-12-31; 125 shares reported 2026-03-31.
- JPMORGAN CHASE & CO: 10,662 shares reported 2025-12-31; 4,788 shares reported 2026-03-31.
- RAYMOND JAMES FINANCIAL INC: 15,581 shares reported 2025-12-31; 15,598 shares reported 2026-03-31.
- UBS Group AG: 20,667 shares reported 2025-12-31; 1,091 shares reported 2026-03-31.
- Ancora Advisors LLC: 57,258 shares reported 2025-12-31; 2,753 shares reported 2026-03-31.
Showing the 12 most recent filer reports.
64 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Silvercrest Asset Management Group Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2020-04-14 · Gray John Allen: Larger than 16 of the 17 other insider purchases of Class A common stock, par value $0.01 on file. SEC filing
- 2018-01-09 · Marital Trust Under Article 7th of the Will of G. Moffett Cochran: Larger than all 37 other insider sales of Class A common stock, par value $0.01 on file. SEC filing
- 2017-10-20 · Marital Trust Under Article 7th of the Will of G. Moffett Cochran: Larger than 34 of the 37 other insider sales of Class A common stock, par value $0.01 on file. SEC filing
- 2017-10-10 · Marital Trust Under Article 7th of the Will of G. Moffett Cochran: Larger than 35 of the 37 other insider sales of Class A common stock, par value $0.01 on file. SEC filing
- 2015-06-02 · PECHTER RICHARD SCOTT: Larger than all 17 other insider purchases of Class A common stock, par value $0.01 on file. SEC filing
- 2014-11-18 · JAFFE MARTIN: Larger than 36 of the 37 other insider sales of Class A common stock, par value $0.01 on file. SEC filing
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2025-12-01 | Gray John Allen · Managing Director | Class A Common Stock, par value $0.01 | P — Open market or private purchase | +1,285 | 13.85 | SEC filing |
| 2025-11-28 | Gray John Allen · Managing Director | Class A Common Stock, par value $0.01 | P — Open market or private purchase | +5,500 | 13.83 | SEC filing |
| 2025-11-26 | Gray John Allen · Managing Director | Class A Common Stock, par value $0.01 | P — Open market or private purchase | +15,000 | 13.66 | SEC filing |
| 2024-04-30 (amended) | Long Path Smaller Companies Fund, LP · 10% owner | Class A Common Stock, $0.01 par value per share | P — Open market or private purchase | +5,112 | 15.05 | SEC filing |
| 2024-03-13 | Gray John Allen · Managing Director | Class A common stock, par value $0.01 | P — Open market or private purchase | +3,135 | 15.84 | SEC filing |
| 2020-04-20 | HOUGH RICHARD R III · Chairman and CEO | Class A common stock, par value $0.01 | P — Open market or private purchase | +36 | 9.45 | SEC filing |
| 2020-04-17 | HOUGH RICHARD R III · Chairman and CEO | Class A common stock, par value $0.01 | P — Open market or private purchase | +5,350 | 9.28 | SEC filing |
| 2020-04-15 | Gray John Allen · Managing Director | Class A common stock, par value $0.01 | P — Open market or private purchase | +43 | 9.21 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-06 | Romfo Darla · Director | Class A common stock, par value $0.01 | A — Grant, award, or other acquisition | +4,322 | SEC filing |
| 2026-05-06 | Burns Richard Jonathan · Director | Class A common stock, par value $0.01 | A — Grant, award, or other acquisition | +4,322 | SEC filing |
| 2026-05-06 | Dunn Brian D · Director | Class A common stock, par value $0.01 | A — Grant, award, or other acquisition | +10,432 | SEC filing |
| 2025-12-10 (amended) | HOUGH RICHARD R III · Chairman and CEO | Employee Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +509,481 | SEC filing |
| 2025-12-10 | HOUGH RICHARD R III · Chairman and CEO | Employee Stock Option (Right to Buy) | A — Grant, award, or other acquisition | +477,638 | SEC filing |
| 2025-12-03 | GERARD SCOTT A · Chief Financial Officer | Class B Units | A — Grant, award, or other acquisition | +10,922 | SEC filing |
| 2025-12-03 | GERARD SCOTT A · Chief Financial Officer | Class B Common Stock, par value $0.01 | A — Grant, award, or other acquisition | +10,922 | SEC filing |
| 2025-05-05 | Burns Richard Jonathan · Director | Class A common stock, par value $0.01 | A — Grant, award, or other acquisition | +3,155 | SEC filing |
Showing 8 of 24 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2019-11-12 | CAMPBELL DAVID J · General Counsel and Secretary | Class B common stock, par value $0.01 | J — Other acquisition or disposition | −5,228 | SEC filing |
| 2019-08-28 | MESSINA AL · Director | Class B common stock, par value $0.01 | J — Other acquisition or disposition | −2,841 | SEC filing |
| 2019-08-27 | MESSINA AL · Director | Class B common stock, par value $0.01 | J — Other acquisition or disposition | −2,900 | SEC filing |
| 2019-08-26 | MESSINA AL · Director | Class B common stock, par value $0.01 | J — Other acquisition or disposition | −8,859 | SEC filing |
| 2019-08-23 | MESSINA AL · Director | Class B common stock, par value $0.01 | J — Other acquisition or disposition | −5,400 | SEC filing |
| 2019-05-10 | CAMPBELL DAVID J · General Counsel and Secretary | Class B common stock, par value $0.01 | J — Other acquisition or disposition | −65,568 | SEC filing |
| 2018-08-08 | MESSINA AL · Director | Class B common stock, par value $0.01 | J — Other acquisition or disposition | −3,160 | SEC filing |
| 2018-08-07 | MESSINA AL · Director | Class B common stock, par value $0.01 | J — Other acquisition or disposition | −6,840 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.