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Upturn AI SWOT - About
SAMG 
Silvercrest Asset Management Group Inc (SAMG)
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Upturn Advisory Summary
08/28/2025: SAMG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
2 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $23
1 Year Target Price $23
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 5.84% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 139.02M USD | Price to earnings Ratio 18.84 | 1Y Target Price 23 |
Price to earnings Ratio 18.84 | 1Y Target Price 23 | ||
Volume (30-day avg) 2 | Beta 0.87 | 52 Weeks Range 13.36 - 18.72 | Updated Date 08/29/2025 |
52 Weeks Range 13.36 - 18.72 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 4.92% | Basic EPS (TTM) 0.87 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-07-30 | When Before Market | Estimate 0.3033 | Actual 0.25 |
Profitability
Profit Margin 6.64% | Operating Margin (TTM) 13.17% |
Management Effectiveness
Return on Assets (TTM) 5.8% | Return on Equity (TTM) 12.07% |
Valuation
Trailing PE 18.84 | Forward PE 11.12 | Enterprise Value 129568007 | Price to Sales(TTM) 1.12 |
Enterprise Value 129568007 | Price to Sales(TTM) 1.12 | ||
Enterprise Value to Revenue 1.04 | Enterprise Value to EBITDA 5.87 | Shares Outstanding 8440570 | Shares Floating 8143044 |
Shares Outstanding 8440570 | Shares Floating 8143044 | ||
Percent Insiders 18.28 | Percent Institutions 69.53 |
Upturn AI SWOT
Silvercrest Asset Management Group Inc
Company Overview
History and Background
Silvercrest Asset Management Group Inc. was founded in 2003 as an independent, employee-owned registered investment advisor. It has grown through organic growth and strategic acquisitions.
Core Business Areas
- Investment Management Services: Provides discretionary investment management services to high net worth individuals and families, endowments, foundations, and other institutional investors.
- Financial Planning Services: Offers financial planning and consulting services as part of a holistic wealth management approach.
Leadership and Structure
The company is led by a team of experienced investment professionals. It operates with a decentralized structure, empowering individual investment teams.
Top Products and Market Share
Key Offerings
- Discretionary Portfolio Management: Offers customized investment strategies tailored to client needs, including asset allocation, security selection, and portfolio monitoring. Silvercrest competes with other RIAs, private banks, and wealth management divisions of larger firms. While exact market share is difficult to ascertain, they manage over $30 Billion in assets. Competitors include: Federated Hermes, Artisan Partners.
- Financial Planning & Consulting: Provides advice on various aspects of financial planning, such as retirement planning, estate planning, and tax optimization. Competitors include: Mercer, Willis Towers Watson.
Market Dynamics
Industry Overview
The investment management industry is characterized by increasing competition, fee pressure, and a growing demand for personalized investment solutions.
Positioning
Silvercrest is positioned as a boutique wealth manager focused on delivering customized solutions and exceptional client service. Their competitive advantage lies in their independent ownership and experienced team.
Total Addressable Market (TAM)
The TAM for wealth management is vast, estimated in the trillions of dollars globally. Silvercrest, with ~$30B AUM, captures a small fraction of this, indicating growth potential.
Upturn SWOT Analysis
Strengths
- Experienced Investment Professionals
- Strong Client Relationships
- Independent Ownership
- Customized Investment Solutions
- Strong Organic Growth
Weaknesses
- Smaller Scale Compared to Larger Competitors
- Dependence on Key Personnel
- Limited Brand Recognition Compared to Larger Firms
- Geographic Concentration
Opportunities
- Expanding into New Geographic Markets
- Acquiring Complementary Businesses
- Developing New Investment Products
- Leveraging Technology to Enhance Client Service
Threats
- Increased Competition and Fee Pressure
- Economic Downturns
- Regulatory Changes
- Loss of Key Personnel
- Market Volatility
Competitors and Market Share
Key Competitors
- Federated Hermes (FHI)
- Artisan Partners Asset Management Inc. (APAM)
- Affiliated Managers Group, Inc. (AMG)
Competitive Landscape
Silvercrest faces competition from larger, more established firms, but differentiates itself through its focus on customized solutions and client service.
Major Acquisitions
Cortina Asset Management
- Year: 2019
- Acquisition Price (USD millions): 46.2
- Strategic Rationale: Expanded Silvercrestu2019s investment capabilities and geographic reach.
Growth Trajectory and Initiatives
Historical Growth: Silvercrest has historically grown through a combination of organic growth and strategic acquisitions.
Future Projections: Future growth projections are based on analyst estimates, which vary.
Recent Initiatives: Recent initiatives include strategic acquisitions and investments in technology to improve client service and operational efficiency.
Summary
Silvercrest Asset Management Group is a well-positioned wealth management firm with a focus on high net worth clients. Its strengths include experienced professionals and customized solutions. However, it faces competition from larger firms and needs to manage regulatory risks. Continued organic growth and strategic acquisitions are key to its success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- SEC Filings
- Yahoo Finance
- MarketWatch
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share are approximate and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Silvercrest Asset Management Group Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2013-06-27 | CEO, President & Chairman Mr. Richard R. Hough III | ||
Sector Financial Services | Industry Asset Management | Full time employees 160 | Website https://www.silvercrestgroup.com |
Full time employees 160 | Website https://www.silvercrestgroup.com | ||
Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other investment funds. The company was founded in 2002 and is headquartered in New York, New York.
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