Core Viewpoint - Silvercrest Asset Management Group Inc. will host a teleconference to discuss its third-quarter financial results on October 31, 2025, with a news release to be issued prior to the market opening [1]. Group 1: Financial Results Announcement - The teleconference is scheduled for 8:30 am Eastern Time on October 31, 2025 [1]. - A news release containing the financial results will be available before the U.S. equity markets open [1]. Group 2: Leadership Participation - The call will feature Chairman, CEO, and President Richard R. Hough III, along with CFO Scott A. Gerard, who will review the quarterly results [2]. Group 3: Access Information - Analysts, institutional investors, and the public can listen to the call by dialing 1-844-836-8743 or 1-412-317-5723 for international callers [3]. - A live webcast will be available on the investor relations section of the Silvercrest website, with an archived replay accessible after the live call [3]. Group 4: Company Overview - Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser [4]. - The firm has offices in multiple states and provides traditional and alternative investment advisory services, managing assets totaling $36.7 billion as of June 30, 2025 [4].

Core Viewpoint - Silvercrest Asset Management Group Inc. reported strong growth in assets under management (AUM) and strategic initiatives aimed at enhancing future revenue despite facing some net client outflows in the second quarter of 2025 [2][4][14]. Financial Performance - Discretionary AUM increased by $1.0 billion, or 4.4%, to $23.7 billion as of June 30, 2025, compared to $22.7 billion at March 31, 2025 [15]. - Total AUM reached a record high of $36.7 billion, reflecting a $3.3 billion increase, or 9.9%, year-over-year [3][14]. - Revenue for the second quarter was $30.7 million, a slight decrease of $0.3 million, or 1.0%, from the previous year [16]. - Consolidated net income for the second quarter was $3.1 million, representing a net income margin of 10.3% [18][22]. Client Flows and Market Dynamics - Despite negative net flows, the company added $80.0 million in organic new client accounts during the second quarter and $0.5 billion in the first half of 2025 [2][4]. - Market appreciation contributed $2.8 billion to the total AUM increase, while net client inflows accounted for $0.5 billion [14]. Strategic Initiatives - The company is focused on investing in talent and strategic initiatives to drive growth in both institutional and wealth markets [5][4]. - A new stock repurchase program of $25.0 million was announced following a completed $12.0 million buyback program [7]. Dividend and Shareholder Returns - The Board of Directors approved a 5% increase in the quarterly dividend, raising it from $0.20 to $0.21 per share, payable on September 19, 2025 [8]. Liquidity and Capital Resources - Cash and cash equivalents decreased to $30.0 million as of June 30, 2025, down from $68.6 million at the end of 2024 [24]. - Total equity stood at $100.0 million, with 8,501,241 shares of Class A common stock and 4,126,476 shares of Class B common stock outstanding [25].

Core Viewpoint - Silvercrest Asset Management Group Inc. will host a teleconference to discuss its financial results for Q2 2025 on August 1, 2025, with a news release to be issued prior to the market opening [1]. Group 1: Financial Results Announcement - The teleconference will take place at 8:30 am Eastern Time and will feature a review of quarterly results by Chairman and CEO Richard R. Hough III and CFO Scott A. Gerard [2]. - A question and answer session will follow the prepared remarks, allowing analysts and institutional investors to engage directly [2]. Group 2: Access to the Teleconference - Analysts, institutional investors, and the general public can listen to the call by dialing specific numbers for domestic and international callers [3]. - A live webcast will also be available on the investor relations section of the Silvercrest website, with an archived replay accessible after the live call [3]. Group 3: Company Overview - Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser, providing investment advisory and family office services [4]. - As of March 31, 2025, the firm reported assets under management totaling $35.3 billion [4].

Group 1 - The Company, Silvercrest Asset Management Group Inc., announced a common stock repurchase program authorized by its Board of Directors, allowing for the purchase of up to $25.0 million of its Class A common stock [1] - The repurchase may occur through various methods including open market purchases and privately-negotiated transactions, subject to market conditions and applicable laws [1] - The program does not obligate the Company to repurchase any specific dollar amount or number of shares and can be suspended or discontinued at any time [1] Group 2 - As of March 31, 2025, Silvercrest reported assets under management totaling $35.3 billion [3] - Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser, providing investment advisory and family office services to wealthy families and select institutional investors [3]

Company Overview - Silvercrest Asset Management Group has appointed Van Martin as Head of U.S. Consultant Relations, aiming to enhance partnerships with institutional investors and expand its institutional business in the U.S. [1] - As of March 31, 2025, Silvercrest reported assets under management totaling $34.3 billion [5]. Leadership and Experience - Van Martin has been with Silvercrest since 2014 and has played a key role in expanding the firm's intermediary and institutional client base [2]. - Martin has over a decade of experience and a strong understanding of Silvercrest's U.S.-based investment capabilities [2]. - Allen Gray, Global Head of Silvercrest's Institutional Business, expressed pride in Martin's contributions and his collaboration with U.S.-focused equity investment teams over the past 11 years [3]. Strategic Goals - Martin aims to strengthen relationships with clients and partners while building on Silvercrest's legacy of delivering exceptional client experiences through high-quality expertise [4]. - The team will leverage their combined experience and market knowledge to optimize consultant and client activities for the best outcomes for institutional clients [3].

Core Insights - Silvercrest Asset Management Group Inc. reported strong new client organic flows of $0.4 billion in Q1 2025, following $1.4 billion in Q4 2024, indicating a positive trend in client acquisition and potential revenue growth [2][3] - Total Assets Under Management (AUM) decreased to $35.3 billion, down 3.3% from $36.5 billion at the end of 2024, primarily due to market depreciation [3][16] - The company declared a quarterly dividend of $0.20 per share, reflecting its commitment to returning capital to shareholders [7] Financial Performance - Revenue for Q1 2025 increased by $1.1 million, or 3.7%, to $31.4 million compared to $30.3 million in Q1 2024, driven by market appreciation [17] - Consolidated net income was $3.9 million for Q1 2025, down from $4.9 million in the same period last year, with net income attributable to Silvercrest at $2.5 million [19][20] - Adjusted EBITDA for Q1 2025 was $6.5 million, representing a margin of 20.7%, compared to $7.5 million and a margin of 24.6% in Q1 2024 [20][31] Assets Under Management - Total AUM as of March 31, 2025, was $35.3 billion, a 2.3% increase from $34.5 billion a year earlier, attributed to market appreciation of $0.8 billion [15][44] - Discretionary AUM remained flat at $22.7 billion year-over-year, while non-discretionary AUM increased by 6.8% to $12.6 billion [16][49] - The company experienced net client inflows of $0.2 billion, a significant improvement from a net outflow of $0.3 billion in the previous year [44] Strategic Initiatives - Silvercrest is focused on enhancing its presence in both institutional and wealth markets, investing in talent to drive growth and transition the business [4] - The company completed a $12.0 million stock repurchase program, indicating a strategy to return capital to shareholders while pursuing growth opportunities [6] - The firm plans to adjust its interim compensation ratio to align with business investments, reflecting a commitment to growth and return on invested capital [5]

Core Points - Silvercrest Asset Management Group Inc. will host a teleconference on May 9, 2025, to discuss its financial results for Q1 2025 [1] - The teleconference will feature remarks from Chairman and CEO Richard R. Hough III and CFO Scott A. Gerard, followed by a Q&A session [2] - The company reported assets under management of $36.5 billion as of December 31, 2024 [4] Company Overview - Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser [4] - The firm provides traditional and alternative investment advisory and family office services to wealthy families and select institutional investors [4] - Silvercrest has offices in New York, Boston, Virginia, New Jersey, California, and Wisconsin [4]