Silvercrest Asset Ownership

SAMG Stock  USD 16.48  0.06  0.37%   
The market capitalization of Silvercrest Asset is $152.62 Million. Over half of Silvercrest Asset's outstanding shares are owned by institutional holders. These institutional holders are typically referred to as corporate investors that take positions in a given instrument to benefit from reduced trade commissions. Please take into account that even companies with profitable outlook can generate negative future returns on their equity. If the true value of the company is less than the current market value, you may not be able generate positive returns on investment in the long run.
 
Shares in Circulation  
First Issued
2012-03-31
Previous Quarter
9.5 M
Current Value
9.6 M
Avarage Shares Outstanding
8.8 M
Quarterly Volatility
1.3 M
 
Yuan Drop
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Silvercrest Asset Management. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population.

Silvercrest Stock Ownership Analysis

About 17.0% of the company outstanding shares are owned by corporate insiders. The company has price-to-book ratio of 1.91. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Silvercrest Asset has Price/Earnings To Growth (PEG) ratio of 0.98. The entity last dividend was issued on the 13th of June 2025. Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company was founded in 2002 and is headquartered in New York, New York. Silvercrest Ast operates under Asset Management classification in the United States and is traded on NASDAQ Exchange. It employs 146 people. To find out more about Silvercrest Asset Management contact Richard III at 212-649-0600 or learn more at https://www.silvercrestgroup.com.
Besides selling stocks to institutional investors, Silvercrest Asset also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Silvercrest Asset's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Silvercrest Asset's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Silvercrest Asset Quarterly Liabilities And Stockholders Equity

159.93 Million

Silvercrest Asset Insider Trades History

About 17.0% of Silvercrest Asset Management are currently held by insiders. Unlike Silvercrest Asset's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Silvercrest Asset's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Silvercrest Asset's insider trades
 
Yuan Drop
 
Covid

Silvercrest Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Silvercrest Asset is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Silvercrest Asset Management backward and forwards among themselves. Silvercrest Asset's institutional investor refers to the entity that pools money to purchase Silvercrest Asset's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Ancora Advisors Llc2025-03-31
159.8 K
Renaissance Technologies Corp2025-03-31
157.7 K
Perritt Capital Management Inc.2025-03-31
153.6 K
Diamond Hill Capital Management Inc2025-03-31
127 K
Morgan Stanley - Brokerage Accounts2025-03-31
81.4 K
Citigroup Inc2025-03-31
79.8 K
Northern Trust Corp2025-03-31
74.3 K
Globeflex Capital, L.p.2025-03-31
63.5 K
Cary Street Partners Financial Llc2025-03-31
62.6 K
Long Path Partners, Lp2025-03-31
910.3 K
Blackrock Inc2025-03-31
830.1 K
Note, although Silvercrest Asset's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Silvercrest Asset Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Silvercrest Asset insiders, such as employees or executives, is commonly permitted as long as it does not rely on Silvercrest Asset's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Silvercrest Asset insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Romfo Darla over two months ago
Acquisition by Romfo Darla of 3155 shares of Silvercrest Asset subject to Rule 16b-3
 
Burns Richard Jonathan over three months ago
Acquisition by Burns Richard Jonathan of 2687 shares of Silvercrest Asset subject to Rule 16b-3
 
Messina Al over three months ago
Disposition of 8859 shares by Messina Al of Silvercrest Asset at 12.9688 subject to Rule 16b-3
 
Gerard Scott A over three months ago
Acquisition by Gerard Scott A of 10784 shares of Silvercrest Asset subject to Rule 16b-3
 
David Campbell over six months ago
Acquisition by David Campbell of 1797 shares of Silvercrest Asset subject to Rule 16b-3
 
Messina Al over six months ago
Disposition of 2841 shares by Messina Al of Silvercrest Asset subject to Rule 16b-3
 
David Campbell over a year ago
Acquisition by David Campbell of 1797 shares of Silvercrest Asset subject to Rule 16b-3
 
Romfo Darla over a year ago
Acquisition by Romfo Darla of 3413 shares of Silvercrest Asset subject to Rule 16b-3
 
Hough Richard R Iii over a year ago
Disposition of 60742 shares by Hough Richard R Iii of Silvercrest Asset at 14.54 subject to Rule 16b-3
 
Long Path Smaller Companies Fund, Lp over a year ago
Disposition of tradable shares by Long Path Smaller Companies Fund, Lp of Silvercrest Asset subject to Rule 16b-3
 
Richard Hough over a year ago
Acquisition by Richard Hough of 78929 shares of Silvercrest Asset subject to Rule 16b-3
 
Romfo Darla over a year ago
Acquisition by Romfo Darla of 1827 shares of Silvercrest Asset subject to Rule 16b-3

Silvercrest Asset Outstanding Bonds

Silvercrest Asset issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Silvercrest Asset uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Silvercrest bonds can be classified according to their maturity, which is the date when Silvercrest Asset Management has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Silvercrest Asset Corporate Filings

26th of June 2025
Other Reports
ViewVerify
8K
18th of June 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
7th of May 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
30th of April 2025
Other Reports
ViewVerify

Currently Active Assets on Macroaxis

When determining whether Silvercrest Asset is a strong investment it is important to analyze Silvercrest Asset's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Silvercrest Asset's future performance. For an informed investment choice regarding Silvercrest Stock, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Silvercrest Asset Management. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in population.
You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Silvercrest Asset. If investors know Silvercrest will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Silvercrest Asset listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.19)
Dividend Share
0.8
Earnings Share
0.94
Revenue Per Share
13.105
Quarterly Revenue Growth
0.037
The market value of Silvercrest Asset is measured differently than its book value, which is the value of Silvercrest that is recorded on the company's balance sheet. Investors also form their own opinion of Silvercrest Asset's value that differs from its market value or its book value, called intrinsic value, which is Silvercrest Asset's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Silvercrest Asset's market value can be influenced by many factors that don't directly affect Silvercrest Asset's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Silvercrest Asset's value and its price as these two are different measures arrived at by different means. Investors typically determine if Silvercrest Asset is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Silvercrest Asset's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.