Silvercrest Asset Management Group Inc.
SAMGOther · Accelerated filer<br>Smaller reporting company · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY25 | FY24 | FY23 | FY22 | FY21 | FY20 | |
|---|---|---|---|---|---|---|
| Revenue | $31.4M | $30.3M | $117.4M | $123.2M | $131.6M | $28.4M |
| Operating income | $4.8M | $5.9M | $18.8M | $38.6M | $30.5M | $12.6M |
| Net income | $2.5M | $3.0M | $9.1M | $18.8M | $14.7M | $5.5M |
| Total assets | $166.6M | $194.4M | $199.6M | $212.7M | $229.3M | $213.8M |
| Total liabilities | $81.7M | $74.7M | $77.8M | $86.8M | $112.5M | $110.4M |
| Equity | $50.3M | $80.7M | $82.7M | $84.6M | $80.3M | $70.7M |
| EPS (diluted) | $0.26 | $0.32 | $0.96 | $1.92 | $1.52 | $0.59 |
| Shares out. | 9.6M | 9.5M | 9.5M | 9.8M | 9.7M | 9.4M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2025- Operating margin
- 15.4%
- Net margin
- 7.9%
- Return on equity
- 4.9%
- Return on assets
- 1.5%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 49.1%
- Debt / equity
- 1.63×
- Book value / share
- $5.23
- Revenue growth (YoY)
- 3.7%
- Net income growth (YoY)
- −17.7%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2025- Accruals / assets
- −9.7%clean
- Piotroski F-Score
- 4/8mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 5 good- Operating margin is positive
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Vanguard Group IncPassive (13G)Mar 27, 2026
- Royce & Associates LpPassive (13G)Oct 22, 2025
- Blackrock Portfolio Management LlcPassive (13G)Oct 17, 2025
- Long Path Partners LpPassive (13G)May 2, 2025
- Blackrock, Inc.Passive (13G)Apr 24, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Burns Richard JonathanDirector | May 6, 2026 | Grant | 4,322 | $0.00 |
| Romfo DarlaDirector | May 6, 2026 | Grant | 4,322 | $0.00 |
| Dunn Brian DDirector | May 6, 2026 | Grant | 10,432 | $0.00 |
| Gerard Scott AOfficer — Chief Financial Officer | Dec 3, 2025 | Grant | 10,922 | $0.00 |
| Gray John AllenOfficer — Managing Director | Nov 26, 2025 | Buy | 15,000 | $13.66 |
| Dunn Brian DDirector | May 5, 2025 | Grant | 7,571 | $0.00 |
| Burns Richard JonathanDirector | May 5, 2025 | Grant | 3,155 | $0.00 |
| Romfo DarlaDirector | May 5, 2025 | Grant | 3,155 | $0.00 |
| Campbell David JOfficer — General Counsel and Secretary | May 1, 2024 | Grant | 2,707 | $0.00 |
| Gray John AllenOfficer — Managing Director | May 1, 2024 | Grant | 3,413 | $0.00 |
| Gerard Scott AOfficer — Chief Financial Officer | May 1, 2024 | Grant | 13,652 | $0.00 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Short interest
FINRA · bi-monthly| Settlement | Shares short | Days to cover | Δ vs prior |
|---|---|---|---|
| May 15, 2026 | 126,220 | 4.0 | +0.4% |
| Apr 30, 2026 | 125,746 | 7.4 | +4.0% |
| Apr 15, 2026 | 120,877 | 3.1 | -6.3% |
| Mar 31, 2026 | 129,069 | 2.5 | +8.3% |
| Mar 13, 2026 | 119,154 | 5.4 | +8.8% |
Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.
Material events
SEC Form 8-K · most recent- Results of operationsMay 11, 2026
- Other material eventMay 5, 2026
- Results of operationsMar 16, 2026
- Other material eventMar 16, 2026
- Other material eventFeb 5, 2026
- Results of operationsOct 31, 2025
- Other material eventOct 28, 2025
- Results of operationsJul 31, 2025
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗Event-driven situations (2)
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