Silvercrest Asset Management Group
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Silvercrest Asset Management Group (SAMG) investor relations material

Silvercrest Asset Management Group Q3 2026 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 2026 earnings summary30 Oct, 2026

Executive summary

  • Q3 discretionary AUM fell $939.2M to $23.8B, mainly from weaker markets; net flows were $58.3M, with $182.2M in new client accounts.

  • Q3 revenue rose 4.5% YoY to $32.7M; 9M revenue increased 1.6% to $94.9M as strategic growth investments continued.

Financial highlights

  • Q3 GAAP net income was $1.2M; net income attributable to Class A shareholders was $0.65M, or $0.08 per diluted share.

  • Q3 adjusted net income was $1.91M, adjusted diluted EPS was $0.16, and adjusted EBITDA was $4.4M.

  • 9M GAAP net income was $2.2M versus $8.2M; net income attributable to shareholders was $1.06M versus $5.01M.

  • 9M adjusted net income was $4.55M versus $9.56M; adjusted diluted EPS was $0.38 versus $0.74, and adjusted EBITDA was $11.6M versus $16.8M.

  • Q3 management and advisory fees rose 5.0% to $31.6M; family office services revenue declined 7.7% to $1.1M.

Outlook and guidance

  • Completed offices, funds, trust and licensing work is expected to reduce related administrative and legal costs and begin contributing revenue; management identified 2027 as an important year.

  • Compensation ratio is expected to remain elevated as growth investments mature; revenue contributions are expected to help lower compensation as a share of revenue.

  • Institutional pipeline remains robust, with improved opportunity count and potential AUM, particularly in Global and International Equity strategies.

  • Available cash is expected to meet operating needs and commitments over the next 12 months, primarily alongside operating cash flow.

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Frequently asked questions

Silvercrest Asset Management Group Inc provides investment management and family office services to high-net-worth individuals, families, and select institutional investors. The company offers customized portfolio management, financial planning, estate planning, and fiduciary services. Silvercrest operates through a team-based advisory model to deliver personalized wealth solutions. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.