Filing Analysis
Silvercrest Asset Management Group Inc. filed an 8-K to announce its consolidated financial and operating results for the three and six months ended June 30, 2026.
📋 Key Facts
- Report date: July 30, 2026
- Reporting period: Three and six months ended June 30, 2026
- The filing includes a press release (Exhibit 99.1) detailing financial results.
- Information is furnished under Item 2.02 but not 'filed' for purposes of Section 18 liability.
Silvercrest Asset Management Group Inc. announced an upcoming teleconference scheduled for July 31, 2026, to discuss the company's financial results for the second quarter ended June 30, 2026.
📋 Key Facts
- The company will host a teleconference on July 31, 2026, at 8:30 am ET.
- The purpose of the call is to discuss Q2 2026 financial results (period ended June 30, 2026).
- A press release was issued alongside this filing as Exhibit 99.1.
Silvercrest Asset Management Group Inc. entered into a Second Amendment to its Amended and Restated Credit Agreement with City National Bank on June 18, 2026. The amendment updates maturity dates and commitment levels for its term loan and revolving credit facility.
📋 Key Facts
- Term loan maturity date is now June 18, 2029, with two one-year extension options.
- Term loan draw date terminates on June 18, 2028.
- The current term loan commitment is $5.0 million.
- The $10.0 million revolving credit facility maturity date is June 18, 2027.
Silvercrest Asset Management Group Inc. reported the results of its 2026 annual meeting of stockholders held on June 3, 2026. The filing details the voting outcomes for the election of a director, executive compensation, and the ratification of the independent auditor.
📋 Key Facts
- Annual meeting of stockholders held on June 3, 2026.
- Director Brian D. Dunn was elected to serve until the 2029 annual meeting (5,389,035 votes 'For').
- Executive compensation was approved on an advisory basis (4,959,178 votes 'For').
- Deloitte & Touche LLP was ratified as the independent registered public accounting firm for the fiscal year ending December 31, 2026 (9,300,788 votes 'For').
Silvercrest Asset Management Group Inc. announced its consolidated financial and operating results for the first quarter ended March 31, 2026. The results were disclosed via a press release furnished under Item 2.02.
📋 Key Facts
- Announced financial results for the three months ended March 31, 2026
- Filing includes Item 2.02 (Results of Operations and Financial Condition)
- Press release is attached as Exhibit 99.1
- The information is furnished and not deemed 'filed' for Section 18 purposes
Silvercrest Asset Management Group Inc. announced it will host a teleconference on May 12, 2026, to discuss its financial results for the first quarter ended March 31, 2026.
📋 Key Facts
- Teleconference scheduled for May 12, 2026, at 8:30 am Eastern Time.
- The call will cover financial results for the quarter ended March 31, 2026.
- The announcement was made via a press release dated May 5, 2026, which is included as Exhibit 99.1.
- The filing was signed by Scott A. Gerard, Chief Financial Officer.
Silvercrest Asset Management Group Inc. (SAMG) reported its financial and operating results for the fourth quarter and full fiscal year ended December 31, 2025.
📋 Key Facts
- The company issued a press release on March 16, 2026, regarding its Q4 and FY 2025 performance.
- The filing was made under Item 2.02 (Results of Operations and Financial Condition).
- The press release is incorporated by reference as Exhibit 99.1.
Silvercrest Asset Management Group Inc. announced it will host a teleconference on March 17, 2026, to discuss its financial results for the fourth quarter and full year ended December 31, 2025.
📋 Key Facts
- The company scheduled a teleconference for 8:30 am Eastern Time on March 17, 2026.
- The call is intended to discuss financial results for the fiscal year and quarter ended December 31, 2025.
- The announcement was made via a press release dated March 13, 2026.
Silvercrest Asset Management Group Inc. announced a quarterly dividend declaration of $0.21 per share of Class A common stock.
📋 Key Facts
- Dividend amount: $0.21 per share of Class A common stock.
- Record date: March 13, 2026.
- Payment date: On or about March 20, 2026.
Silvercrest Asset Management Group Inc. announced its consolidated financial and operating results for the three and nine months ended September 30, 2025. The filing serves as a formal announcement of quarterly earnings via an attached press release.
📋 Key Facts
- Reporting period: Three and nine months ended September 30, 2025.
- Announcement date: October 30, 2025.
- The filing includes a press release (Exhibit 99.1) detailing financial and operating results.
Silvercrest Asset Management Group Inc. announced it will host a teleconference on October 31, 2025, to discuss its third quarter financial results for the period ended September 30, 2025.
📋 Key Facts
- The company will hold a conference call at 8:30 am ET on October 31, 2025.
- The purpose of the call is to discuss Q3 2025 financial results.
- A press release was issued on October 28, 2025, regarding the upcoming earnings call.
Silvercrest Asset Management Group Inc. filed an 8-K to announce its consolidated financial and operating results for the three and six months ended June 30, 2025.
📋 Key Facts
- Report date: July 31, 2025
- Reporting period covered: Three and six months ended June 30, 2025
- The filing includes a press release (Exhibit 99.1) detailing financial results.
- Information is furnished under Item 2.02 but not 'filed' for purposes of Section 18 liability.
Silvercrest Asset Management Group Inc. announced a scheduled teleconference to discuss its second quarter 2025 financial results on August 1, 2025.
📋 Key Facts
- The company will host a teleconference at 8:30 am ET on August 1, 2025.
- The purpose of the call is to discuss Q2 2025 financial results (period ended June 30, 2025).
- A press release was issued in conjunction with this filing.
Silvercrest Asset Management Group Inc. has entered into a First Amendment to its existing Credit Agreement with City National Bank, extending the maturity dates for both its term loan and revolving credit facility. The amendment provides additional time for debt repayment but introduces increased annual fees.
🚩 Red Flags
- Immediate maturity risk: The revolving credit facility was set to mature on the same day as the filing (June 18, 2025), necessitating this amendment to avoid immediate default/liquidity crisis.
- Increased cost of capital due to additional annual fees.
📋 Key Facts
- The term loan maturity date was extended from June 18, 2027, to June 18, 2028 (with potential extensions to 2030).
- The revolving credit facility maturity date was extended from June 18, 2025, to June 18, 2026.
- The term loan draw date was extended to June 18, 2026.
- The amendment includes additional annual yearly payments of $33,333.33.
- The total term loan commitment remains at $10.0 million.
Silvercrest Asset Management Group Inc. reported the results of its 2025 annual meeting of stockholders held on June 4, 2025. The meeting included votes on director elections, executive compensation frequency, equity plan amendments, and auditor ratification.
🚩 Red Flags
- Proposal 4 (Equity Incentive Plan amendment) received significant 'Against' votes (2,340,232 shares), indicating potential shareholder dissatisfaction with dilution or compensation structures.
📋 Key Facts
- Annual meeting held on June 4, 2025.
- Richard J. Burns and J. Allen Gray were elected to the Board of Directors.
- Shareholders approved an amendment to the 2012 Equity Incentive Plan to increase authorized shares by 1,500,000.
- Deloitte & Touche LLP was ratified as the independent registered public accounting firm for fiscal year ending Dec 31, 2025.
- Shareholders voted to hold advisory votes on executive compensation every year (1-year frequency) until the next required vote.
Silvercrest Asset Management Group Inc. announced that its Board of Directors has approved a new share repurchase program. The program authorizes the company to buy back up to $25,000,000 of its Class A common stock.
📋 Key Facts
- Board approval for share repurchase program on May 23, 2025.
- Total authorization amount: $25,000,000.
- Repurchases will target Class A common stock.
- Funding sources include cash on hand, existing credit facilities, or other sources.
- Methods of repurchase include market purchases, private transactions, block purchases, and 10b5-1 plans.
Silvercrest Asset Management Group Inc. filed an 8-K to announce its consolidated financial and operating results for the first quarter ended March 31, 2025.
📋 Key Facts
- The filing reports on results of operations and financial condition for the three months ended March 31, 2025.
- The announcement was made via a press release dated May 8, 2025.
- The report was signed by Scott A. Gerard, Chief Financial Officer.
Silvercrest Asset Management Group Inc. announced a scheduled teleconference for May 9, 2025, to discuss the company's first quarter financial results for the period ended March 31, 2025.
📋 Key Facts
- Teleconference scheduled for May 9, 2025, at 8:30 am ET.
- Purpose of call is to discuss Q1 2025 financial results (ended March 31, 2025).
- The filing includes a press release as Exhibit 99.1.
Silvercrest Asset Management Group Inc. announced the resignation of director Albert Messina and the appointment of J. Allen Gray, Managing Director, to the Board effective April 7, 2025.
📋 Key Facts
- Albert Messina resigned as a director effective April 7, 2025.
- The company stated Messina's resignation was not due to any dispute or disagreement regarding operations, policies, or practices.
- J. Allen Gray (Managing Director, Head of Institutional Business) appointed as a non-independent Class III director.
- Mr. Gray will serve until the 2025 annual meeting of stockholders or until a successor is elected.
Silvercrest Asset Management Group Inc. filed an 8-K to announce its consolidated financial and operating results for the three and twelve months ended December 31, 2024.
📋 Key Facts
- Report date: March 6, 2025
- Reporting period: Three and twelve months ended December 31, 2024
- The filing includes a press release (Exhibit 99.1) detailing financial results.
- Information is furnished under Item 2.02 but not 'filed' for purposes of Section 18 liability.
Silvercrest Asset Management Group Inc. announced a scheduled teleconference to discuss its financial results for the fourth quarter and fiscal year ended December 31, 2025.
📋 Key Facts
- Teleconference scheduled for March 7, 2025, at 8:30 am Eastern Time.
- Purpose of call is to discuss Q4 and full-year 2025 financial results.
- The filing includes a press release as Exhibit 99.1.
Silvercrest Asset Management Group Inc. announced a quarterly dividend declaration of $0.20 per share of Class A common stock.
📋 Key Facts
- Dividend amount: $0.20 per share of Class A common stock.
- Record date: March 14, 2025.
- Payment date: On or about March 21, 2025.
Silvercrest Asset Management Group Inc. announced a significant $1.3 billion USD ($2.0 billion AUD) seed investment from Australia’s Construction and Building Unions Superannuation Fund. This capital is intended to launch the Company's Global Value Opportunity Equity Strategy.
📋 Key Facts
- Seed investment amount: $1.3 billion USD / $2.0 billion AUD
- Investor: Australia’s Construction and Building Unions Superannuation Fund
- Purpose of funds: To formally launch the Company’s Global Value Opportunity Equity Strategy
- Announcement date: December 11, 2024
Silvercrest Asset Management Group Inc. filed an 8-K to announce its consolidated financial and operating results for the three and nine months ended September 30, 2024.
📋 Key Facts
- Report date: October 31, 2024
- Reporting period: Three and nine months ended September 30, 2024
- The filing includes a press release (Exhibit 99.1) regarding financial results.
Silvercrest Asset Management Group Inc. announced it will host a teleconference on November 1, 2024, to discuss its third-quarter financial results for the period ended September 30, 2024.
📋 Key Facts
- Teleconference scheduled for November 1, 2024, at 8:30 am Eastern Time.
- Purpose of call is to discuss Q3 2024 financial results.
- The filing includes a press release as Exhibit 99.1.
Silvercrest Asset Management Group Inc. announced that its Board of Directors has approved a share repurchase program for up to $12,000,000 of Class A common stock.
📋 Key Facts
- Board approval granted on August 16, 2024.
- Authorization amount: Up to $12,000,000 of Class A common stock.
- Funding sources include cash on hand, existing credit facilities, or other sources.
- Repurchases may be executed via 10b5-1 trading plans, accelerated share repurchase (ASR) programs, or open market transactions under Rule 10b-18.
Silvercrest Asset Management Group Inc. filed an 8-K to announce its consolidated financial and operating results for the three and six months ended June 30, 2024.
📋 Key Facts
- Report date: August 1, 2024
- Reporting period: Three and six months ended June 30, 2024
- The filing includes a press release (Exhibit 99.1) containing financial results.
- Information is furnished under Item 2.02 but not 'filed' for purposes of Section 18 liability.
Silvercrest Asset Management Group Inc. announced it will host a teleconference on August 2, 2024, to discuss its second quarter financial results for the period ended June 30, 2024.
📋 Key Facts
- The company will hold a teleconference at 8:30 am ET on August 2, 2024.
- The purpose of the call is to discuss Q2 2024 financial results.
- Filing date: July 26, 2024.
Silvercrest Asset Management Group Inc. has entered into an Amendment and Restatement Agreement with City National Bank to restructure its existing credit facility. The amendment extends several maturity dates but includes a significant reduction in the term loan commitment amount.
🚩 Red Flags
- Significant reduction in term loan commitment (from $25.5M down to $10.0M) indicates a decrease in available liquidity/borrowing capacity.
- The restructuring of maturity dates suggests the company needed more time to manage debt obligations.
📋 Key Facts
- Entered into an Amendment and Restatement Agreement with City National Bank on June 18, 2024.
- Term loan maturity date extended from July 1, 2026, to June 18, 2027.
- Term loan draw date extended to June 18, 2025.
- Revolving credit facility maturity date extended from June 18, 2024, to June 18, 2025.
- Term loan commitment decreased from $25.5 million to $10.0 million due to full repayment of existing term loans.
- Quarterly installments revised to 5% of the aggregate principal amount outstanding as of June 18, 2025.
- Upfront fee of $15,000 and additional commitment fees up to $100,000 were established.
Silvercrest Asset Management Group Inc. reported the results of its 2024 annual meeting of stockholders held on June 5, 2024. The meeting included votes for director elections, executive compensation, and auditor ratification.
📋 Key Facts
- The 2024 annual meeting of stockholders was held on June 5, 2024.
- Richard R. Hough III was elected to the Board of Directors with 10,810,637 votes in favor.
- Darla M. Romfo was elected to the Board of Directors with 8,425,483 votes in favor.
- Executive compensation received a majority 'For' vote with 6,704,975 votes.
- Deloitte & Touche LLP was ratified as the independent registered public accounting firm for the fiscal year ending December 31, 2024, with 12,290,906 votes in favor.
Silvercrest Asset Management Group Inc. filed an 8-K to announce its consolidated financial and operating results for the first quarter ended March 31, 2024.
📋 Key Facts
- The filing reports on the three months ended March 31, 2024.
- Results were announced via a press release dated May 2, 2024.
- Information is furnished under Item 2.02 (Results of Operations and Financial Condition) but not 'filed' for purposes of Section 18 liability.
Silvercrest Asset Management Group Inc. announced the hiring of four new professionals—Rehan Chaudhri, James A. Dunn, Jr., Ken Dennig, and Robert Gondolfo—to strengthen its investment capabilities and global outreach.
📋 Key Facts
- Date of event: May 2, 2024
- New hires include Rehan Chaudhri, James A. Dunn, Jr., Ken Dennig, and Robert Gondolfo
- Purpose of hiring is to enhance investment capabilities and global outreach
- Filing includes a press release as Exhibit 99.1
Silvercrest Asset Management Group Inc. announced an upcoming teleconference scheduled for May 3, 2024, to discuss the company's financial results for the first quarter ended March 31, 2024.
📋 Key Facts
- The company will host a teleconference on May 3, 2024, at 8:30 am ET.
- The purpose of the call is to discuss Q1 2024 financial results (ended March 31, 2024).
- A press release was issued on April 26, 2024, regarding this event.
Silvercrest Asset Management Group Inc. filed an 8-K to announce its consolidated financial and operating results for the three and twelve months ended December 31, 2023.
📋 Key Facts
- Report date: March 7, 2024
- Reporting period: Three and twelve months ended December 31, 2023
- The filing includes a press release (Exhibit 99.1) detailing financial results.
- Information is furnished under Item 2.02 but not 'filed' for purposes of Section 18 liability.
Silvercrest Asset Management Group Inc. announced an upcoming teleconference scheduled for March 8, 2024, to discuss the company's financial results for the fourth quarter and full year ended December 31, 2023.
📋 Key Facts
- The company will host a conference call on March 8, 2024, at 8:30 am ET.
- The purpose of the call is to discuss Q4 and FY 2023 financial results.
- A press release was issued in conjunction with this announcement (Exhibit 99.1).
Silvercrest Asset Management Group Inc. announced a quarterly dividend declaration of $0.19 per share of Class A common stock.
📋 Key Facts
- Dividend amount: $0.19 per share of Class A common stock.
- Record date: March 8, 2024.
- Payment date: On or about March 15, 2024.