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Silvercrest Asset Management Group Inc   (NASDAQ: SAMG)
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial
 

Silvercrest Asset Management Group Inc's Customers Performance

SAMG



 
SAMG's Source of Revenues Silvercrest Asset Management Group Inc's Corporate Customers have recorded an increase in their cost of revenue by 13.54 % in the 1 quarter 2026 year on year, sequentially costs of revenue were trimmed by -15.68 %. During the corresponding time, Silvercrest Asset Management Group Inc saw a revenue deteriorated by -0.57 % year on year, sequentially revenue fell by -2.07 %. While revenue at the Silvercrest Asset Management Group Inc 's corporate clients recorded rose by 7.55 % year on year, sequentially revenue fell by -7.28 %.

List of SAMG Customers




Silvercrest Asset Management Group Inc's Customers have recorded an increase in their cost of revenue by 13.54 % in the 1 quarter 2026 year on year, sequentially costs of revenue were trimmed by -15.68 %, for the same period Silvercrest Asset Management Group Inc revnue deteriorated by -0.57 % year on year, sequentially revenue fell by -2.07 %.

List of SAMG Customers

Silvercrest Asset Management Group Inc's Business Units
Revenue Abstract    99.75 % of total Revenue
Managed accounts    93.25 % of total Revenue
Silvercrest Funds    2.94 % of total Revenue
Tax and family office services    3.35 % of total Revenue
Fund administration    0.21 % of total Revenue




   
Customers Net Income grew in Q1 by Customers Net margin grew to
44.7 % 6.53 %
Customers Net Income grew in Q1 by 44.7 %


Customers Net margin grew to 6.53 %



Silvercrest Asset Management Group Inc's Customers, Q1 2026 Revenue Growth By Industry
Customers in Accident & Health Insurance Industry      1.43 %
Customers in Life Insurance Industry      8 %
Customers in Property & Casualty Insurance Industry      2.33 %
Customers in Investment Services Industry      34.56 %
Customers in Miscellaneous Financial Services Industry -3.64 %   
     
• Customers Valuation • Customers Mgmt. Effect.


Silvercrest Asset Management Group Inc's Comment on Sales, Marketing and Customers



We take a holistic approach to client service, whereby a senior portfolio manager spearheads the coordination of the IPSC recommendations, family office services work and the investment management team in order to deliver the full range of our capabilities to the client.
Eight out of our ten largest high net worth clients use one or more components of our family office services. We believe that this is an attractive growth area for our company and we have initiated plans to increase the provision of these services to both broaden relationships with existing clients and to attract potential clients. Our family office services are profitable and are not used as a loss-leader for attracting clients. Our family office capabilities include the following:

Financial Planning;

Tax Planning and Preparation;

Partnership Accounting and Fund Administration;

Consolidated Wealth Reporting;

Estate or Trust Agency; and

Art Consultancy and Management.
For institutional client relationships, contact with our clients is handled by a dedicated institutional client service team headed by a Managing Director who also maintains our relationships with institutional investment consultants. This structure permits our investment professionals to maintain their focus on achieving superior investment results without the distraction of client demands.





Silvercrest Asset Management Group Inc’s Comment on Sales, Marketing and Customers


We take a holistic approach to client service, whereby a senior portfolio manager spearheads the coordination of the IPSC recommendations, family office services work and the investment management team in order to deliver the full range of our capabilities to the client.
Eight out of our ten largest high net worth clients use one or more components of our family office services. We believe that this is an attractive growth area for our company and we have initiated plans to increase the provision of these services to both broaden relationships with existing clients and to attract potential clients. Our family office services are profitable and are not used as a loss-leader for attracting clients. Our family office capabilities include the following:

Financial Planning;

Tax Planning and Preparation;

Partnership Accounting and Fund Administration;

Consolidated Wealth Reporting;

Estate or Trust Agency; and

Art Consultancy and Management.
For institutional client relationships, contact with our clients is handled by a dedicated institutional client service team headed by a Managing Director who also maintains our relationships with institutional investment consultants. This structure permits our investment professionals to maintain their focus on achieving superior investment results without the distraction of client demands.








SAMG's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Silvercrest Asset Management Group Inc 75.75 125.91 4.66 174
Atlantic American Corp 27.64 208.15 1.35 156
Metlife Inc 61,911.19 77,589.00 3,615.00 46,000
Principal Financial Group inc 24,092.01 15,458.70 1,605.50 19,700
Prudential Financial Inc 40,928.72 62,830.00 3,596.00 36,824
Security National Financial Corporation 236.66 341.58 34.82 1,243
SUBTOTAL 550,608.88 562,512.12 41,808.95 360,226
12 more clients available

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Sources: Silvercrest Asset Management Group Inc’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Silvercrest Asset Management Group Inc’s corporate clients.
For your research, we’ve provided 9 tables on Silvercrest Asset Management Group Inc corporate clients.
You can find them in the navigation menu under Customers & Markets.
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