Silvercrest Asset Management Group Inc
silvercrestgroup.comWhat Do They Do?
Provides investment management and financial advice, plus family office services, to ultra-high-net-worth individuals and institutional investors.
10-K for FY2025, filed Mar 16, 2026
How Do They Make Money?
Clients pay ongoing investment-management fees, generally based on assets managed and billed quarterly in advance; family-office work carries negotiated fees, usually billed quarterly as well.
10-K for FY2025, filed Mar 16, 2026
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10-K for FY2025, filed Mar 16, 2026
FY2025 revenue by product or service ↗
$125.3M
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10-K for FY2025, filed Mar 16, 2026
$125.3M ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Managed accounts
Recurring
10-K for FY2025, filed Mar 16, 2026 |
93% |
Managed accounts, FY2025
$116.9M Sources
|
Recurring |
|
Silvercrest Funds
Recurring
|
3.0% |
Silvercrest Funds, FY2025
$3.7M Sources
|
Recurring |
|
Tax and family office services
Recurring
|
3.5% |
Tax and family office services, FY2025
$4.4M Sources
|
Recurring |
|
Fund administration
Recurring
|
0.3% |
Fund administration, FY2025
$349K Sources
|
Recurring |
Who Are Their Customers?
Serves wealthy individuals and families, as well as institutional investors such as pension funds, endowments and foundations. Individual-client business often comes through portfolio-manager referrals; institutional clients are served by a dedicated team, with investment consultants involved in recommendations.
10-K for FY2025, filed Mar 16, 2026We are a full-service wealth management firm focused on providing financial advisory and related family office services to ultra-high net…View ↗
The business of attracting ultra-high net worth clients is the business of obtaining referrals and gaining trust. At our company, these…View ↗
We are on the “approved” lists of certain prominent institutional investment consultants, which means that these consultants would be…View ↗
For institutional client relationships, contact with our clients is handled by a dedicated institutional client service team headed by a…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 4 cents of every revenue dollar as net income in FY2025 and turned 12 cents into free cash flow.
10-K for FY2025, filed Mar 16, 2026
$9.3MView ↗
10-K for FY2025, filed Mar 16, 2026
$4.9MView ↗
10-K for FY2025, filed Mar 16, 2026
$15MView ↗
How Are They Changing?
10-Q for Q2 FY2026, filed Jul 30, 2026
Open tableView ↗
Flat. Revenue was $125.3M in FY2025, about the same as the $131.6M of FY2021.
Broader equity strategies
The equity offering includes global value and international value strategies alongside U.S. equity styles, extending the range described in the earlier report.
10-K for FY2022, filed Mar 2, 2023 10-K for FY2025, filed Mar 16, 2026To meet our primary objective to deliver strong investment results, we seek to add value through our asset allocation advice, as well as…View ↗
To meet our primary objective to deliver strong investment results, we seek to add value through our asset allocation advice, as well as…View ↗
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