Financial Services • Asset Management
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
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.
Company profile from EODHD, stored Nov 1, 2026.
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier. Gross margin and operating income are not shown for a bank or insurer.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Sep 2026filed Oct 29, 2026 | $32.7M | +4.5% | $2.5M |
| Jun 2026filed Jul 30, 2026 | $30.8M | +0.3% | $170.0K |
| Mar 2026filed May 11, 2026 | $31.4M | 0.0% | $237.0K |
| Dec 2025filed Mar 16, 2026 | $32.0M | 0.0% | -$120.0K |
| Sep 2025filed Oct 31, 2025 | $31.3M | +2.9% | $618.0K |
| Jun 2025filed Jul 31, 2025 | $30.7M | -1.1% | $1.9M |
| Mar 2025filed May 8, 2025 | $31.4M | +3.6% | $2.5M |
| Dec 2024filed Mar 6, 2025 | $32.0M | +12.0% | $1.6M |
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Mar 16, 2026 | $125.3M | +1.3% | $4.9M |
| Dec 2024filed Mar 6, 2025 | $123.7M | +5.3% | $9.5M |
| Dec 2023filed Mar 7, 2024 | $117.4M | -4.7% | $9.1M |
| Dec 2022filed Mar 2, 2023 | $123.2M | -6.4% | $18.8M |
| Dec 2021filed Mar 2, 2022 | $131.6M | +21.9% | $14.7M |
| Dec 2020filed Mar 4, 2021 | $108.0M | +5.7% | $10.0M |
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched SAMG. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
379,375 shares short
+82,865 shares (+27.9%) vs Sep 30, 2026
5.5% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
296,510 shares short
+54,429 shares (+22.5%) vs Sep 15, 2026
4% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
242,081 shares short
+53,162 shares (+28.1%) vs Aug 31, 2026
3.3% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
188,919 shares short
+49,995 shares (+36%) vs Aug 14, 2026
2.6% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
138,924 shares short
-44,575 shares (-24.3%) vs Jul 31, 2026
1.9% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
183,499 shares short
-3,034 shares (-1.6%) vs Jul 15, 2026
2.5% of the stored float. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
See the recorded cash amounts and dates behind SAMG’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
USD 0.21 per share
Ex-dividend date: Dec 11, 2026 (future recorded date)
Recorded pay date: Dec 18, 2026 (pending)
Cash dividend · Polygon event record
USD 0.21 per share
Ex-dividend date: Sep 11, 2026
Recorded pay date: Sep 18, 2026 (past date)
Cash dividend · Polygon event record
USD 0.21 per share
Ex-dividend date: Jun 12, 2026
Recorded pay date: Jun 19, 2026 (past date)
Cash dividend · Polygon event record
USD 0.21 per share
Ex-dividend date: Mar 13, 2026
Recorded pay date: Mar 20, 2026 (past date)
Cash dividend · Polygon event record
USD 0.21 per share
Ex-dividend date: Dec 12, 2025
Recorded pay date: Dec 19, 2025 (past date)
Cash dividend · Polygon event record
USD 0.21 per share
Ex-dividend date: Sep 12, 2025
Recorded pay date: Sep 19, 2025 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
No qualified split events are stored. This does not establish that the stock has never split.
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
How stock splits workSign in to see your position size
We’ll show you if SAMG is in your portfolio and how much it contributes.
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13 smart-money holders: institutions with a high Holder IQ
Smart-money 13F trend: accumulating (heavy)
Unlock crowding heatmapUnlock filer discoverySentiment: bullish
Last trade: buy 9 days ago
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
Stored recent-activity label: bullish. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 3
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
Stored recent-activity label: bullish. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
99 filers reported a long position in SAMG for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
67.5%
of the 4.6M shares 13-F filers reported
Moves vs Q1 2026
8 added2 trimmed
Net shares held
+16.1%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $9.7M · 960.3K shares | 960.3K | +1.6% |
| 2 | Diamond Hill Capital Management, LLC (Investment Advisor) | $3.7M · 361.5K shares | 361.5K | +90.2% |
| 3 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $3.3M · 325.9K shares | 325.9K | +33% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $3.2M · 312.9K shares | 312.9K | -1% |
| 5 | Pacific Ridge Capital Partners, LLC | $2.5M · 245.9K shares | 245.9K | +19% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $2M · 194.5K shares | 194.5K | +9.4% |
| 7 | DIMENSIONAL FUND ADVISORS LP | $2M · 193.3K shares | 193.3K | -5.1% |
| 8 | MORGAN STANLEY | $1.9M · 187.9K shares | 187.9K | +123.5% |
| 9 | STATE STREET CORP | $1.9M · 184.5K shares | 184.5K | +8.8% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $1.7M · 168.2K shares | 168.2K | +4% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign inHolders of more than 5% of SAMG file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Oct 16, 2026 | Equinox Partners Investment Management LLC13D · activist · amended | 10.3% |
| Jul 30, 2026 | BlackRock, Inc.13G · passive · amended | 7.8% |
| Jul 17, 2026 | BlackRock Portfolio Management LLC13G · passive · amended | 4.7%under 5% |
| Mar 27, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
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