Silvercrest Asset Management Group Inc

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Silvercrest Asset Management Group Inc
TickerSAMG
CIK #0001549966
CUSIP828359109
SectorFinance - Investment Advice
Address1330 Avenue of The Americas, 38th Floor, New York, NY 10019
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Silvercrest Asset Management Group Inc 2021-01-15 0.5 M Exemption: 506(b) · Duration: One year or less · Revenue: Over $100,000,000
CIK Filing 2011 - 2026
[0001549966] 10-K
[0001549966] 10-Q
[0001549966] 3
[0001549966] 4
[0001549966] 8-K
[0001549966] D
[0001549966] SC 13D
[0001549966] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
BlackRock Portfolio Management LLC Silvercrest Asset Management Group Inc [2025-10-17] 0.0
Vanguard Group Inc Silvercrest Asset Management Group Inc [2024-02-13] 5.54
BlackRock Inc Silvercrest Asset Management Group Inc [2024-01-29] 6.0
BlackRock Inc Silvercrest Asset Management Group Inc [2023-02-03] 5.2
Long Path Partners LP Silvercrest Asset Management Group Inc [2022-08-01] 5.01
Punch & Associates Investment Management Inc Silvercrest Asset Management Group Inc [2022-02-14] 5.08
Capital Management Corp /VA Silvercrest Asset Management Group Inc [2021-08-09] 5.1
BlackRock Inc Silvercrest Asset Management Group Inc [2021-02-02] 5.7
Martin Jaffe Revocable Trust Silvercrest Asset Management Group Inc [2020-02-14] 5.8
Vanguard Group Inc Silvercrest Asset Management Group Inc [2020-02-11] 5.65
Wellington Trust Co N A Silvercrest Asset Management Group Inc [2020-01-29] 6.16
Wellington Management Group LLP Silvercrest Asset Management Group Inc [2020-01-28] 6.16
BlackRock Inc Silvercrest Asset Management Group Inc [2019-02-08] 6.1
Wellington Trust Company National Association Multiple Common Trust Funds Trust Micro Cap Equity Portfolio Silvercrest Asset Management Group Inc [2019-01-28] 5.5
Marital Trust Under Article 7th of the Will of G Moffett Cochran Silvercrest Asset Management Group Inc [2017-04-25] 12.2
Boston Partners Silvercrest Asset Management Group Inc [2017-02-08] 6.52
Punch & Associates Investment Management Inc Silvercrest Asset Management Group Inc [2017-02-03] 6.25
Banc Funds Co LLC Silvercrest Asset Management Group Inc [2016-02-12] 0.0
Jaffe Martin Silvercrest Asset Management Group Inc [2015-05-01] 0.6
Silvercrest Asset Management Group Inc CBIZ Inc [2015-02-09] 5.35
Silvercrest Asset Management Group Inc Horace Mann Educators Corp /DE/ [2015-02-09] 5.28
Silvercrest Asset Management Group Inc Knoll Inc [2015-02-09] 5.31
Putnam Investments LLC Silvercrest Asset Management Group Inc [2014-02-14] 5.2
Sandler ONeill Asset Management LLC Silvercrest Asset Management Group Inc [2014-02-12] 5.85
Keeley Asset Management Corp Silvercrest Asset Management Group Inc [2014-02-07] 7.6
Cochran George Moffett Silvercrest Asset Management Group Inc [2013-07-15] 0.68
Lord Abbett & Co LLC Silvercrest Asset Management Group Inc [2013-07-10] 18.13
Integrated Core Strategies US LLC Silvercrest Asset Management Group Inc [2013-07-05] 4.2
Royce & Associates LLC Silvercrest Asset Management Group Inc [2013-07-03] 11.48
Form 3/4/5 Filer 2011 - 2026
Dunn Brian D
Silvercrest Asset Management Group Inc
Burns Richard Jonathan
Romfo Darla
Dewey Dean
Hough Richard R III
Gerard Scott A
Gray John Allen
Arpano Matthew
Campbell David J
Long Path Smaller Companies Fund LP
Long Path Fund GP LLC
Long Path Partners LP
Conrad Winthrop B Jr
Messina AL
Marital Trust Under Article 7th of the Will of G Moffett Co
NonMarital Trust Under Article 8th of the Will of G Moffett
James Hamilton E
Cochran H C Stuart
Blackford Leo Price
Estate of G Moffett Cochran
Pechter Richard Scott
KIDD Wilmot H
Jaffe Martin
Cochran George Moffett
Vulcan Wealth Management LLC
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Hough Richard R III
Employee Stock Option (Right to Buy) · derivative
2025-12-10 Grant 477,638 $0.00
Employee Stock Option (Right to Buy) · derivative
2025-12-10 Grant 509,481 $0.00
Gerard Scott A
Class B Common Stock, par value $0.01
2025-12-03 Grant 10,922 $0.00
Gerard Scott A
Class B Units · derivative
2025-12-03 Grant 10,922 $0.00
Gray John Allen
Class A Common Stock, par value $0.01
2025-12-01 Buy 1,285 $13.85 17,797
Gray John Allen
Class A Common Stock, par value $0.01
2025-11-28 Buy 5,500 $13.83 76,065
Gray John Allen
Class A Common Stock, par value $0.01
2025-11-26 Buy 15,000 $13.66 204,900
Romfo Darla
Class A common stock, par value $0.01
2025-05-05 Grant 3,155 $0.00
Dunn Brian D
Class A common stock, par value $0.01
2025-05-05 Grant 7,571 $0.00
Burns Richard Jonathan
Class A common stock, par value $0.01
2025-05-05 Grant 3,155 $0.00
Dunn Brian D
Class A common stock, par value $0.01
2024-05-01 Grant 8,191 $0.00
Campbell David J
Class B Common Stock, par value $0.01
2024-05-01 Grant 2,707 $0.00
Gray John Allen
Class B Common Stock, par value $0.01
2024-05-01 Grant 3,413 $0.00
Gerard Scott A
Class B Common Stock, par value $0.01
2024-05-01 Grant 13,652 $0.00
Hough Richard R III
Class B Common Stock, par value $0.01
2024-05-01 Grant 34,130 $0.00
Burns Richard Jonathan
Class A common stock, par value $0.01
2024-05-01 Grant 3,413 $0.00
Romfo Darla
Class A common stock, par value $0.01
2024-05-01 Grant 3,413 $0.00
Campbell David J
Class B Units · derivative
2024-05-01 Grant 2,707 $0.00
Gray John Allen
Class B Units · derivative
2024-05-01 Grant 3,413 $0.00
Gerard Scott A
Class B Units · derivative
2024-05-01 Grant 13,652 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 94 4,548,989
2025-12-31 82 4,828,545
2025-09-30 89 5,054,707
2025-06-30 82 5,356,720
2025-03-31 78 6,064,480
2024-12-31 75 6,353,531
2024-09-30 81 6,510,171
2024-06-30 80 6,505,987
2024-03-31 79 6,631,043
2023-12-31 84 6,691,011
2023-09-30 85 6,599,265
2023-06-30 88 6,700,510
Form 13F Holdings
Firm Period DFND Voting Shares
HM Payson & Co [2026-06-30] SOLE 4,600 4,600
Spire Wealth Management [2026-06-30] SOLE 0 211
Piscataqua Savings Bank [2026-06-30] SOLE 125 125
Gamma Investing LLC [2026-06-30] DFND 31 31
IFP Advisors LLC [2026-06-30] SOLE 24 24
Farther Finance Advisors LLC [2026-06-30] SOLE 0 16
Fortitude Family Office LLC [2026-06-30] SOLE 7 7
True Wealth Design LLC [2026-06-30] SOLE 0 1
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