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Upturn AI SWOT - About
SAMG 
Silvercrest Asset Management Group Inc (SAMG)
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Upturn Advisory Summary
10/21/2025: SAMG (1-star) is currently NOT-A-BUY. Pass it for now.
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 3.03% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/21/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 124.58M USD | Price to earnings Ratio 16.97 | 1Y Target Price 23 |
Price to earnings Ratio 16.97 | 1Y Target Price 23 | ||
Volume (30-day avg) 2 | Beta 0.76 | 52 Weeks Range 13.19 - 18.48 | Updated Date 10/21/2025 |
52 Weeks Range 13.19 - 18.48 | Updated Date 10/21/2025 | ||
Dividends yield (FY) 5.58% | Basic EPS (TTM) 0.87 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
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 16.97 | Forward PE 11.12 | Enterprise Value 119861347 | Price to Sales(TTM) 1 |
Enterprise Value 119861347 | Price to Sales(TTM) 1 | ||
Enterprise Value to Revenue 0.96 | Enterprise Value to EBITDA 5.43 | Shares Outstanding 8440574 | Shares Floating 8143044 |
Shares Outstanding 8440574 | Shares Floating 8143044 | ||
Percent Insiders 18.28 | Percent Institutions 69.72 |
Upturn AI SWOT
Silvercrest Asset Management Group Inc
Company Overview
History and Background
Silvercrest Asset Management Group Inc. was founded in 2003. It focuses on providing investment advisory and family office services to high-net-worth individuals and families, endowments, foundations, and other institutions. Over time, it has grown through organic expansion and strategic acquisitions.
Core Business Areas
- Investment Advisory Services: Provides customized investment management solutions, including asset allocation, portfolio construction, and ongoing monitoring.
- Family Office Services: Offers comprehensive financial planning, tax planning, estate planning, and philanthropic advisory services.
Leadership and Structure
The company's leadership includes key executives overseeing investment management, client relations, and operations. The organizational structure is designed to support a client-centric approach.
Top Products and Market Share
Key Offerings
- Customized Investment Portfolios: Tailored investment portfolios designed to meet the specific needs and objectives of high-net-worth clients and institutions. Market share data is difficult to pinpoint, as it operates in a fragmented sector. Competitors include Bessemer Trust, Northern Trust, and Glenmede Trust.
- Wealth Planning Services: Encompasses a range of financial planning services, including estate, tax, and philanthropic planning. Market share is difficult to define specifically. Competitors include Goldman Sachs Personal Financial Management, and Mercer Advisors.
Market Dynamics
Industry Overview
The investment advisory industry is characterized by increasing demand for personalized financial solutions and a growing emphasis on fiduciary responsibility. Regulatory changes and technological advancements are also shaping the industry landscape.
Positioning
Silvercrest is positioned as a provider of high-touch, customized investment and wealth management services for affluent clients. Its competitive advantage lies in its experienced team and personalized approach.
Total Addressable Market (TAM)
The TAM for wealth management is estimated to be in the trillions of dollars globally. Silvercrest is positioned to capture a portion of this market through its focus on high-net-worth individuals and institutions.
Upturn SWOT Analysis
Strengths
- Experienced investment professionals
- Strong client relationships
- Customized investment solutions
- Comprehensive wealth management services
- History of successful acquisitions
Weaknesses
- Relatively small size compared to larger competitors
- Dependence on key personnel
- Limited international presence
- Fee pressure in the investment management industry
Opportunities
- Expanding client base through referrals and strategic partnerships
- Acquiring smaller wealth management firms
- Developing new investment strategies and products
- Leveraging technology to improve efficiency and client service
Threats
- Economic downturns and market volatility
- Increased competition from larger firms
- Regulatory changes and compliance costs
- Loss of key personnel or clients
Competitors and Market Share
Key Competitors
- Focus Financial Partners (FOCS)
- Hightower Advisors (privately held)
- CI Financial (CIXX)
Competitive Landscape
Silvercrest competes with a range of firms, from large financial institutions to smaller independent advisors. Its strengths lie in its personalized service and experienced team. Disadvantages include smaller size and limited international presence.
Major Acquisitions
Cortina Asset Management
- Year: 2021
- Acquisition Price (USD millions): 45
- Strategic Rationale: Expanded Silvercrest's investment capabilities and client base.
Growth Trajectory and Initiatives
Historical Growth: Silvercrest has grown through organic growth and strategic acquisitions. Historical growth rates can vary.
Future Projections: Future growth projections are subject to market conditions and company performance. Analyst estimates should be consulted.
Recent Initiatives: Recent initiatives may include new product launches, acquisitions, or strategic partnerships.
Summary
Silvercrest is a niche player in the wealth management industry, offering customized solutions. Its strength lies in its client relationships and experience. Potential headwinds include competition and market volatility, while strategic acquisitions could drive growth. Maintaining a high level of client service is critical for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC filings
- Industry reports
- Analyst research
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Financial data is subject to change. Market share estimates are approximate.
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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