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Upturn AI SWOT - About
Silvercrest Asset Management Group Inc (SAMG)
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Upturn Advisory Summary
06/30/2025: 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
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $23.75
1 Year Target Price $23.75
| 2 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 1.92% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 146.87M USD | Price to earnings Ratio 16.87 | 1Y Target Price 23.75 |
Price to earnings Ratio 16.87 | 1Y Target Price 23.75 | ||
Volume (30-day avg) 2 | Beta 0.79 | 52 Weeks Range 13.36 - 18.72 | Updated Date 06/30/2025 |
52 Weeks Range 13.36 - 18.72 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 4.95% | Basic EPS (TTM) 0.94 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 7.22% | Operating Margin (TTM) 15.41% |
Management Effectiveness
Return on Assets (TTM) 6.28% | Return on Equity (TTM) 12.33% |
Valuation
Trailing PE 16.87 | Forward PE 11.12 | Enterprise Value 132520234 | Price to Sales(TTM) 1.18 |
Enterprise Value 132520234 | Price to Sales(TTM) 1.18 | ||
Enterprise Value to Revenue 1.06 | Enterprise Value to EBITDA 5.65 | Shares Outstanding 9260660 | Shares Floating 8963110 |
Shares Outstanding 9260660 | Shares Floating 8963110 | ||
Percent Insiders 16.66 | Percent Institutions 63.74 |
Analyst Ratings
Rating 2 | Target Price 23.75 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Silvercrest Asset Management Group Inc
Company Overview
History and Background
Silvercrest Asset Management Group Inc. was founded in 2003. It provides investment management services to wealthy families and select institutions. The firm has grown through organic expansion and strategic acquisitions, focusing on high-net-worth individuals.
Core Business Areas
- Wealth Management: Provides discretionary investment management, financial planning, and family office services to high-net-worth individuals, families, and endowments.
- Institutional Asset Management: Offers investment solutions to institutions, including endowments, foundations, and pension funds.
Leadership and Structure
The company is led by a board of directors and a senior management team. Rick Rieder is the CEO. The organizational structure is designed to support decentralized investment decision-making within a framework of centralized risk management and compliance.
Top Products and Market Share
Key Offerings
- Discretionary Investment Management: Provides customized investment portfolios tailored to clients' specific needs and objectives. Competitors include large wealth management firms like Goldman Sachs Personal Financial Management, Morgan Stanley Wealth Management, and independent RIAs. Market share information not readily available at a granular level.
- Financial Planning: Offers comprehensive financial planning services, including retirement planning, estate planning, and tax planning. Competitors include independent financial advisors and large brokerage firms. Market share information not readily available at a granular level.
Market Dynamics
Industry Overview
The asset management industry is highly competitive and fragmented, with a mix of large global players and smaller boutique firms. Key trends include the increasing demand for personalized investment solutions, the rise of sustainable investing, and the growing importance of technology.
Positioning
Silvercrest Asset Management Group Inc. positions itself as a high-quality, independent wealth management firm focused on providing personalized service and superior investment performance. Its competitive advantages include its experienced investment team, its strong client relationships, and its disciplined investment process.
Total Addressable Market (TAM)
The global wealth management market is estimated to be in the trillions of dollars. Silvercrest Asset Management Group Inc. focuses on the high-net-worth segment, representing a significant portion of the TAM. The firm aims to capture a larger share of this market by expanding its client base and enhancing its service offerings.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Strong client relationships
- Disciplined investment process
- Independent ownership structure
- Solid organic growth
Weaknesses
- Relatively small size compared to larger competitors
- Limited brand recognition outside of its core markets
- Dependence on key personnel
- May have higher fees compared to passive investment options
Opportunities
- Growing demand for wealth management services
- Expansion into new geographic markets
- Acquisition of complementary businesses
- Increased adoption of technology
- Growing interest in ESG investing
Threats
- Increased competition from larger players
- Economic downturns
- Regulatory changes
- Market volatility
- Loss of key personnel
Competitors and Market Share
Key Competitors
- BLKB
- LAZ
- AMG
Competitive Landscape
Silvercrest's advantages include its independent ownership structure and personalized service. Disadvantages may include its smaller size and limited brand recognition compared to larger competitors.
Major Acquisitions
Cortina Asset Management
- Year: 2019
- Acquisition Price (USD millions): 56
- Strategic Rationale: Diversify its investment capabilities in 2019.
Rockland Trust Investment Management
- Year: 2023
- Acquisition Price (USD millions): 37.2
- Strategic Rationale: Further enhance our footprint in the region and strengthen our existing client base.
Growth Trajectory and Initiatives
Historical Growth: Silvercrest has demonstrated solid historical growth, driven by organic client acquisition and strategic acquisitions.
Future Projections: Future growth is projected to be driven by continued demand for wealth management services and the firm's ability to attract and retain clients. Analyst estimates vary depending on market conditions and the firm's execution of its growth strategy.
Recent Initiatives: Recent initiatives include expanding the firm's geographic presence, enhancing its technology platform, and developing new investment strategies.
Summary
Silvercrest Asset Management Group Inc. is a well-established wealth management firm with a strong focus on personalized service and a disciplined investment process. Its key strengths include its experienced management team and solid client relationships. It needs to be aware of competition and economic downturns. Overall, Silvercrest is well positioned to continue growing its business.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), Investor presentations, Press releases, Third-party market research reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Investment decisions should be based on individual circumstances and the advice of a qualified financial advisor.
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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