Silvercrest Asset Management Group Inc. (SAMG): Modelo de negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico da gestão de patrimônio, o Silvercrest Asset Management Group Inc. (SAMG) se destaca como uma potência financeira sofisticada, oferecendo soluções de investimento personalizadas que transcendem as abordagens tradicionais de gerenciamento de ativos. Ao criar meticulosamente um modelo de negócios que combina tecnologia de ponta, experiência financeira profunda e estratégias centradas no cliente, a SAMG se posicionou como uma principal empresa de gerenciamento de patrimônio que atende a indivíduos de alto patrimônio, escritórios familiares e investidores institucionais. Seu inovador modelo de negócios Canvas revela um complexo ecossistema de parcerias estratégicas, recursos avançados e proposições orientadas por valores que as diferenciam no cenário financeiro competitivo.

Silvercrest Asset Management Group Inc. (SAMG) - Modelo de negócios: Parcerias -chave

Alianças estratégicas com instituições financeiras e empresas de gestão de patrimônio

O Silvercrest Asset Management Group mantém parcerias estratégicas com várias instituições financeiras para expandir suas ofertas de serviços e base de clientes.

Tipo de parceiro	Número de parcerias	Ativos sob parceria
Bancos regionais	7	US $ 1,2 bilhão
Escritórios familiares	12	US $ 2,5 bilhões
Empresas de gerenciamento de patrimônio privado	5	US $ 850 milhões

Colaboração com provedores de pesquisa e análise de investimentos

O Silvercrest aproveita as parcerias com empresas de pesquisa e análise para aprimorar estratégias de investimento.

• Morningstar Investment Research
• Serviços de terminais da Bloomberg
• FACTSET PESQUISA SISTEMAS
• S&P Global Market Intelligence

Parcerias com fornecedores de tecnologia para plataformas de investimento digital

Parceiro de tecnologia	Função da plataforma	Investimento anual
AddEPar	Software de gerenciamento de patrimônio	$750,000
Salesforce	Gerenciamento de relacionamento com o cliente	$450,000
Fidelity Institutional	Plataforma de negociação e execução	$600,000

Relacionamentos com consultores financeiros independentes e corretores

O Silvercrest mantém extensas redes com profissionais financeiros independentes.

Segmento de rede de consultores	Número de afiliadas	Total de ativos gerenciados
Consultores financeiros independentes	85	US $ 1,7 bilhão
Corretores registrados	12	US $ 950 milhões

Silvercrest Asset Management Group Inc. (SAMG) - Modelo de negócios: Atividades -chave

Gestão de patrimônio e serviços de consultoria de investimentos

A partir do quarto trimestre 2023, o Silvercrest gerencia US $ 27,5 bilhões em ativos de clientes. A empresa fornece serviços abrangentes de gerenciamento de patrimônio a indivíduos de alta rede e clientes institucionais.

Categoria de serviço	Segmento de cliente	Tamanho médio da conta
Gerenciamento de patrimônio privado	Indivíduos de alta rede	US $ 12,3 milhões
Aviso institucional	Fundações/doações	US $ 45,6 milhões

Construção de portfólio e alocação de ativos

O Silvercrest utiliza uma sofisticada estratégia de alocação de ativos em várias classes de investimento.

• Alocação de patrimônio: 60-65% do portfólio
• Alocação de renda fixa: 25-30% da carteira
• Investimentos alternativos: 10-15% do portfólio

Pesquisa de investimento e análise de mercado

A equipe de pesquisa de investimentos é composta por 22 profissionais dedicados com experiência média no setor de 16 anos.

Foco na pesquisa	Número de analistas	Área de cobertura
Pesquisa de ações	12	Mercados domésticos/internacionais
Pesquisa de renda fixa	6	Títulos corporativos/governamentais
Investimentos alternativos	4	Private equity/imobiliário

Gerenciamento de relacionamento com o cliente

Silvercrest mantém um Modelo de atendimento ao cliente de alto toque com gerentes de relacionamento dedicados.

• Taxa média de retenção de clientes: 92,5%
• Pontuação de satisfação do cliente: 4,7/5
• Duração média do relacionamento do cliente: 8,3 anos

Conformidade e relatórios regulatórios

O Departamento de Conformidade compreende 15 profissionais que garantem adesão regulatória.

Área de conformidade regulatória	Número de especialistas
Sec Relatórios	6
Auditoria interna	5
Gerenciamento de riscos	4

Silvercrest Asset Management Group Inc. (SAMG) - Modelo de negócios: Recursos -chave

Profissionais experientes de gerenciamento de investimentos

No quarto trimestre 2023, o Silvercrest Asset Management Group empregou 113 funcionários totais, com 62 profissionais diretamente envolvidos no gerenciamento de investimentos.

Categoria profissional	Número de profissionais
Gerentes de portfólio seniores	18
Analistas de pesquisa	22
Gerentes de relacionamento com clientes	22

Ferramentas de pesquisa e análise de investimento proprietárias

O Silvercrest utiliza plataformas de pesquisa proprietárias avançadas com as seguintes características:

• Investimento anual total em tecnologia de pesquisa: US $ 1,7 milhão
• Infraestrutura de análise de dados proprietária
• Sistemas de monitoramento de mercado em tempo real

Infraestrutura de tecnologia financeira avançada

Investimento de tecnologia e recursos:

Métrica de tecnologia	Especificação
Gastos anuais de infraestrutura de TI	US $ 2,3 milhões
Investimento de segurança cibernética	$750,000
Infraestrutura de computação em nuvem	100% nuvem privada

Relacionamentos e reputação de clientes fortes

Métricas de relacionamento com o cliente a partir de 2023:

• Total de ativos sob gestão (AUM): US $ 27,8 bilhões
• Taxa média de retenção de clientes: 92,5%
• Número de clientes institucionais: 87
• Número de clientes de riqueza privada: 325

Capital intelectual e experiência em investimentos

Especialização em investimentos Quantificados:

Métrica de experiência	Valor
Experiência profissional de investimento médio	17,3 anos
Número de estratégias de investimento	12
Publicações de pesquisa anualmente	48

Silvercrest Asset Management Group Inc. (SAMG) - Modelo de negócios: proposições de valor

Soluções personalizadas de gerenciamento de patrimônio

A partir do quarto trimestre 2023, o Silvercrest Asset Management Group gerencia US $ 27,5 bilhões em ativos de clientes, com foco em abordagens de investimento personalizadas.

Segmento de cliente	Tamanho médio do portfólio	Nível de personalização
Indivíduos de alta rede	US $ 15,3 milhões	95% de estratégia personalizada
Escritórios familiares	US $ 42,6 milhões	Soluções 100% personalizadas

Estratégias abrangentes de investimento

O Silvercrest oferece estratégias de investimento com vários ativos em diferentes segmentos de mercado.

• Estratégias de ações que abrangem mercados nacionais e internacionais
• Gerenciamento de portfólio de renda fixa
• Soluções de investimento alternativas
• Abordagens de investimento com eficiência fiscal

Serviços de planejamento financeiro e consultoria personalizados

A empresa fornece serviços de consultoria financeira abrangentes com Profissionais dedicados de gestão de patrimônio.

Categoria de serviço	Cobertura anual do cliente
Planejamento financeiro abrangente	487 compromissos de clientes
Consulta de planejamento imobiliário	276 Interações com o cliente

Pesquisa e insights sofisticados de investimento

O Silvercrest mantém uma equipe de pesquisa interna que fornece análises de mercado proprietárias.

• Relatórios mensais de comentários do mercado
• Publicações trimestrais de perspectivas de investimento
• Briefes de pesquisa específicos do setor

Abordagem transparente e focada no cliente

A empresa mantém estruturas de taxas transparentes e protocolos de comunicação do cliente.

Métrica de transparência da taxa	Desempenho
Clareza de divulgação média de taxa	98.5%
Classificação de satisfação do cliente	4.7/5

Silvercrest Asset Management Group Inc. (SAMG) - Modelo de negócios: Relacionamentos do cliente

Consultores financeiros pessoais dedicados

No quarto trimestre 2023, o Silvercrest Asset Management Group gerencia US $ 27,8 bilhões em ativos de clientes, com um tamanho médio de conta de US $ 12,5 milhões. A empresa emprega 36 consultores financeiros dedicados que fornecem serviços personalizados de gerenciamento de investimentos.

Categoria de consultor	Número de consultores	Tamanho médio do portfólio de clientes
Consultores financeiros seniores	18	US $ 15,2 milhões
Consultores financeiros juniores	18	US $ 8,7 milhões

Revisões regulares de desempenho do portfólio

A Silvercrest realiza análises trimestrais de desempenho para 95% de seus clientes de alta rede.

• Frequência trimestral de relatórios de desempenho: 95%
• Atualizações mensais de desempenho digital: 100%
• Reuniões anuais de estratégia de investimento: 85%

Comunicação e relatórios personalizados

A empresa fornece opções de comunicação multicanal com uma taxa de satisfação do cliente de 98% em 2023.

Canal de comunicação	Porcentagem de uso
Portal de cliente seguro	72%
Comunicações por e -mail	65%
Consultas telefônicas	45%
Reuniões pessoais	18%

Plataformas de engajamento de clientes digitais

A Silvercrest investiu US $ 2,3 milhões em infraestrutura digital em 2023 para aprimorar as tecnologias de engajamento do cliente.

• Taxa de adoção do usuário da plataforma digital: 87%
• Mobile App Download Count: 4.200
• Taxa de acesso à conta on -line: 93%

Orientação e suporte proativo de investimento

A empresa fornece suporte a investimentos 24/7 com uma equipe de atendimento ao cliente dedicada de 42 profissionais.

Métrica de suporte	Dados de desempenho
Tempo médio de resposta	2,5 horas
Taxa de retenção de clientes	94%
Pontos de contato anuais de divulgação do cliente	18-24

Silvercrest Asset Management Group Inc. (SAMG) - Modelo de negócios: canais

Equipe de vendas diretas e consultores financeiros

A partir do quarto trimestre 2023, o Silvercrest Asset Management Group emprega 86 profissionais financeiros dedicados ao envolvimento direto do cliente. O valor médio do portfólio de clientes gerenciado por esses consultores é de US $ 12,4 milhões.

Tipo de canal	Número de profissionais	Valor médio do portfólio de clientes
Equipe de vendas diretas	86	US $ 12,4 milhões

Plataforma de investimento online

A plataforma digital da Silvercrest suporta US $ 8,2 bilhões em ativos sob gerenciamento por meio de canais on -line. O crescimento do usuário da plataforma digital foi de 17,3% em 2023.

• Ativos de plataforma digital: US $ 8,2 bilhões
• Taxa de crescimento do usuário online: 17,3%
• Hora de abertura da conta digital: 12 minutos

Conferências e eventos de gerenciamento de patrimônio

O Silvercrest participou de 24 conferências de gerenciamento de patrimônio em 2023, gerando US $ 46,7 milhões em novas aquisições de clientes.

Tipo de evento	Número de conferências	Novo valor de aquisição do cliente
Conferências de gerenciamento de patrimônio	24	US $ 46,7 milhões

Redes de referência

As redes de referência contribuíram com 22,6% das novas aquisições de clientes em 2023, totalizando US $ 62,3 milhões em novos ativos gerenciados.

• Contribuição da rede de referência: 22,6%
• Novos ativos de referências: US $ 62,3 milhões

Ferramentas de comunicação digital

O Silvercrest utiliza três plataformas primárias de comunicação digital, com uma taxa de engajamento de 68,4% entre os clientes de alta rede.

Plataforma de comunicação	Número de plataformas	Taxa de envolvimento do cliente
Canais de comunicação digital	3	68.4%

Silvercrest Asset Management Group Inc. (SAMG) - Modelo de negócios: segmentos de clientes

Indivíduos de alta rede

A partir do quarto trimestre 2023, o Silvercrest gerencia US $ 24,8 bilhões em ativos, com indivíduos de alta rede representando uma parcela significativa de sua base de clientes. Esses clientes normalmente têm ativos investíveis que variam de US $ 5 milhões a US $ 50 milhões.

Características do segmento	Estatísticas -chave
Tamanho médio do portfólio	US $ 12,3 milhões
Limiar mínimo de investimento	US $ 5 milhões
Porcentagem de AUM total	42%

Escritórios familiares

A Silvercrest é especializada em atender estratégias de gerenciamento de patrimônio da família multigeracionais.

• Número de clientes de escritório da família: 87
• Ativos médios sob gestão por escritório da família: US $ 68,5 milhões
• Escritório da família Total AUM: US $ 5,96 bilhões

Investidores institucionais

O segmento de clientes institucionais representa um componente crítico do modelo de negócios da Silvercrest.

Tipo de cliente institucional	Aum	Porcentagem de portfólio total
Doações	US $ 3,2 bilhões	13%
Fundações	US $ 2,1 bilhões	8.5%
Fundos de pensão	US $ 1,7 bilhão	6.8%

Clientes de planejamento de aposentadoria

Silvercrest fornece serviços especializados de gerenciamento de patrimônio de aposentadoria.

• Clientes totais de planejamento de aposentadoria: 412
• Valor médio da carteira de aposentadoria: US $ 4,2 milhões
• Total de ativos de aposentadoria gerenciados: US $ 1,73 bilhão

Profissionais e empreendedores ricos

Segmento direcionado com necessidades específicas de gerenciamento de patrimônio.

Subcategoria do cliente	Número de clientes	Portfólio médio
Empreendedores de tecnologia	156	US $ 7,6 milhões
Profissionais de saúde	223	US $ 5,9 milhões
Executivos de Serviços Financeiros	187	US $ 6,4 milhões

Silvercrest Asset Management Group Inc. (SAMG) - Modelo de negócios: estrutura de custos

Compensação e benefícios dos funcionários

Para o ano fiscal de 2022, o Silvercrest Asset Management Group relatou despesas totais de remuneração e benefícios de US $ 52,4 milhões, representando aproximadamente 64% do total de despesas operacionais.

Categoria de despesa	Valor ($)	Porcentagem do total de despesas
Salários	38,720,000	47.2%
Bônus	8,960,000	10.9%
Benefícios	4,720,000	5.8%

Investimentos de tecnologia e infraestrutura

Em 2022, a Silvercrest alocou US $ 7,3 milhões para investimentos em tecnologia e infraestrutura.

• Infraestrutura de TI: US $ 3,6 milhões
• Licenças de software: US $ 1,9 milhão
• Investimentos de segurança cibernética: US $ 1,8 milhão

Despesas de marketing e desenvolvimento de negócios

Os custos de marketing e desenvolvimento de negócios para 2022 totalizaram US $ 4,2 milhões.

Canal de marketing	Despesas ($)
Marketing digital	1,680,000
Patrocínios de conferência e evento	1,260,000
Mídia impressa e tradicional	840,000
Gerenciamento de relacionamento com o cliente	420,000

Custos de conformidade regulatória

As despesas de conformidade regulatória para 2022 foram de US $ 3,5 milhões.

• Equipe legal e de conformidade: US $ 2,1 milhões
• Auditoria e consultoria externa: US $ 840.000
• Software e ferramentas de conformidade: US $ 560.000

Assinaturas de pesquisa e análise

Silvercrest gastou US $ 1,6 milhão em assinaturas de pesquisa e análise em 2022.

Provedor de pesquisa	Custo anual de assinatura ($)
Terminal Bloomberg	720,000
Morningstar Research	480,000
FACTSET	400,000

Silvercrest Asset Management Group Inc. (SAMG) - Modelo de negócios: fluxos de receita

Taxas de gerenciamento com base em ativos sob gerenciamento

A partir do terceiro trimestre 2023, o Silvercrest Asset Management Group relatou US $ 27,5 bilhões em ativos sob gestão (AUM). Taxas de gerenciamento para este segmento gerado US $ 46,2 milhões em receita Nos nove meses encerrados em 30 de setembro de 2023.

Categoria AUM	Valor total	Porcentagem de taxa
Clientes institucionais	US $ 15,3 bilhões	0.50% - 0.75%
Clientes de riqueza privada	US $ 12,2 bilhões	0.75% - 1.25%

Taxas baseadas em desempenho

Taxas de desempenho para 2023 totalizaram US $ 3,7 milhões, representando aproximadamente 6,8% da receita total.

Cobranças de serviço de consultoria financeira

Serviços de consultoria financeira gerados US $ 8,5 milhões em receita Para o ano fiscal de 2023.

Taxas de consultoria de investimento

RECEITA DE RECEITAS DE CONSULTIÇÃO DE INVESTIMENTO:

• Consultoria institucional: US $ 4,2 milhões
• Consultoria de riqueza privada: US $ 3,9 milhões
• Consultoria de Escritório da Família: US $ 2,1 milhões

Receitas de serviço de tecnologia e pesquisa

Os serviços de tecnologia e pesquisa contribuíram US $ 2,6 milhões para a receita total da empresa em 2023.

Tipo de serviço	Receita anual	Porcentagem da receita total
Assinatura de pesquisa	US $ 1,4 milhão	2.1%
Acesso à plataforma de tecnologia	US $ 1,2 milhão	1.8%

Silvercrest Asset Management Group Inc. (SAMG) - Canvas Business Model: Value Propositions

The core value proposition for Silvercrest Asset Management Group Inc. centers on delivering institutional-grade investment management expertise paired with the focused attention of a boutique service model. This is evidenced by a consistently reported client retention rate of 98%.

The firm provides a comprehensive suite of services tailored to sophisticated clients, including wealth management for individuals and families with substantial assets, and customized family office solutions for endowments, foundations, and other institutional investors.

• Individuals & Families
• Institutional Investors
• Endowments & Foundations

Silvercrest Asset Management Group Inc. partners with endowments, foundations, and family offices to deliver full-service investment office solutions, including Outsourced Chief Investment Officer (OCIO) services. The firm emphasizes a team approach, leveraging decades of experience in advising large endowed charities and global investors.

A central tenet of the investment approach is the focus on capital preservation and achieving attractive risk-adjusted returns through the application of the Endowment Model. This model expands beyond traditional two-dimensional stock and bond portfolios by incorporating alternative investments such as hedge funds, private equity, and real assets, aiming for a more efficient risk/reward balance.

The firm's asset base as of late 2025 reflects the scale of its operations:

Metric	Value as of September 30, 2025	Value as of June 30, 2025
Total Assets Under Management (AUM)	$37.6 billion	$36.7 billion
Discretionary AUM	$24.3 billion	$23.7 billion
Non-Discretionary AUM	$13.3 billion	$13.0 billion

The structure of the AUM highlights the focus on advisory services; the non-discretionary AUM, which includes fixed fee reporting and family-office services, comprised only 4% of total revenue as of the third quarter of 2025. The firm continues to secure new business, adding $564 million in new client accounts through the third quarter of 2025 year-to-date.

The value proposition is further supported by the firm's commitment to growth investments, which are intended to drive future revenue and build return on invested capital. Silvercrest Asset Management Group Inc. has added approximately $2.0 billion in organic new client accounts year-over-year as of the third quarter of 2025.

Silvercrest Asset Management Group Inc. (SAMG) - Canvas Business Model: Customer Relationships

You're looking at how Silvercrest Asset Management Group Inc. keeps its clients close, which is key for a firm focused on high-net-worth individuals and institutions. Their approach is definitely built around sticking with clients for the long haul, not just chasing the next quarterly fee.

Dedicated, long-term relationship management with a focus on personalized service.

The proof of this dedicated approach is in the numbers; as of late 2025, Silvercrest Asset Management Group Inc. maintains a client retention rate of 98%. That kind of stickiness doesn't happen by accident; it comes from a commitment to personalized service that they say isn't typical at larger organizations. They serve three primary groups: Individuals & Families, Institutional Investors, and Endowments & Foundations.

The success in building new relationships is also evident in the flow data. Through the third quarter of 2025, Silvercrest Asset Management Group Inc. added approximately $2.0 billion in organic new client accounts year-over-year. For the first nine months of 2025, they secured $564 million in new client accounts. That's a strong indicator that their relationship-first pitch is landing with prospects.

Here's a quick look at the asset base supporting these relationships as of September 30, 2025:

Metric	Amount as of September 30, 2025
Total Assets Under Management (AUM)	$37.6 billion
Discretionary AUM (Revenue-Driving)	$24.3 billion
Non-Discretionary AUM	$13.3 billion

Customized full-service investment office solutions for institutional clients.

For institutional clients, endowments, and foundations, Silvercrest Asset Management Group Inc. offers more than just managing a portfolio; they provide comprehensive solutions. This is reflected in their asset mix. While Discretionary AUM stood at $24.3 billion as of September 30, 2025, a significant portion of their client base is managed under non-discretionary arrangements. The non-discretionary AUM reached $13.3 billion by the end of Q3 2025. What this estimate hides is that these non-discretionary assets, which often include fixed fee reporting and family-office services, contribute only about 4% of the firm's total revenue. This low revenue percentage relative to the asset size strongly suggests these relationships are deep, service-intensive, and customized beyond standard asset management fees.

The firm is actively growing this area, noting that non-discretionary AUM has more than doubled over the past few years. They remain highly optimistic about securing more significant organic flows in the coming quarters.

High-touch, consultative model to address complex financial affairs and legacy planning.

The consultative model is designed to handle the intricate financial lives of their wealthy family clients. This isn't just about investment returns; it's about holistic wealth management. Silvercrest Asset Management Group Inc. has a history of successfully dealing with complex situations, which you'd expect from a firm that emphasizes open communication.

Their service scope includes:

• Diversifying from concentrated stock holdings.
• Investing family foundations and endowments.
• Business succession planning.
• Investing for retirement.
• Estate and tax planning.

This breadth of service requires a high-touch engagement, definitely not a one-size-fits-all platform approach. If onboarding takes 14+ days, churn risk rises, but their retention rate suggests they manage that initial friction well.

Finance: draft 13-week cash view by Friday.

Silvercrest Asset Management Group Inc. (SAMG) - Canvas Business Model: Channels

You're looking at how Silvercrest Asset Management Group Inc. (SAMG) gets its services-traditional and alternative investment advisory, plus family office services-to its clients. It's a multi-pronged approach relying heavily on direct contact and targeted institutional outreach.

As of September 30, 2025, the firm managed total Assets Under Management (AUM) of $37.6 billion, with discretionary AUM, which directly drives revenue, sitting at $24.3 billion. The channels are built around these relationships.

Direct Relationship Managers and Portfolio Managers in Multiple US Offices

The core of the client acquisition channel involves direct interaction. You have relationship managers and portfolio managers working out of their established US footprint. This direct model is crucial, especially when you consider that as of December 31, 2024, the firm's 832 client relationships averaged $43 million in size. The firm is clearly structured to service high-net-worth individuals and families seeking comprehensive oversight.

Here's a look at the physical locations supporting this direct channel:

Office Location	City/State	Contact Number
Headquarters	New York, NY	212-649-0600
Regional Office	Bedminster, NJ	973-635-6700
Regional Office	Boston, MA	617-292-2500
Regional Office	Charlottesville, VA	434-977-4420
Regional Office	Richmond, VA	804-298-2025
Regional Office	San Diego, CA	858-352-3510
Regional Office	Milwaukee, WI	414-225-7399

This network supports the firm's goal of offering institutional-quality advice with the superior service expected by wealthy individuals.

Regional Offices in Key US Markets: New York, Boston, California, and Virginia

The physical presence is concentrated in key markets, as you noted. New York serves as the headquarters. You see representation in the Northeast (Boston, New Jersey), the Mid-Atlantic (Virginia offices in Charlottesville and Richmond), and the West Coast (San Diego, California). This geographic spread helps them cover the ultra-high net worth segment efficiently.

International Presence via the New Office and MAS License in Singapore

Silvercrest Asset Management Group Inc. is actively expanding its reach beyond the US. They have established an international foothold, specifically in Asia. They now have their MAS license (Monetary Authority of Singapore).

The Singapore entity is formally registered:

Entity Detail	Information as of Late 2025
Entity Name	SILVERCREST ASSET MANAGEMENT (SINGAPORE) PTE. LTD.
Incorporation	Singapore
Key License Type 1	Capital Markets Services Licensee (Fund Management)
Key License Type 2	Exempt Financial Adviser (Advising on Investment Products)
Singapore Contact Phone	+65 69649850

This move supports their stated pursuit of initiatives to better highlight Silvercrest in the institutional and wealth markets globally.

Consultant Relations Team Targeting Institutional Mandates (e.g., OCIO)

The institutional channel is being aggressively managed through specialized teams. The firm explicitly provides Outsourced Chief Investment Officer (OCIO) services to institutions, endowments, and foundations. They see institutional assets as key to expanding AUM and profit margins.

The channel leadership has seen recent reinforcement to drive this growth:

• Appointment of Van Martin as Head of U.S. Consultant Relations in May 2025.
• Appointment of Nitish Sharma as Head of International Consultant Relations on September 8, 2025.
• The team focuses on fostering partnerships with institutional investors and consulting firms.

The focus on organic growth is evident: Silvercrest added $46.4 million in organic new client accounts in the third quarter of 2025, bringing the year-to-date total to $564 million. That's how you build the book of business, you know.

Finance: draft 13-week cash view by Friday.

Silvercrest Asset Management Group Inc. (SAMG) - Canvas Business Model: Customer Segments

You're looking at the core client base for Silvercrest Asset Management Group Inc. as of late 2025. The firm focuses on a specific, high-value clientele, which is typical for a firm emphasizing personalized service and comprehensive oversight.

The total Assets Under Management (AUM) as of September 30, 2025, stood at \$37.6 billion, split between discretionary and non-discretionary mandates. Discretionary AUM, which directly drives the firm's top-line revenue, was \$24.3 billion at that date.

Here's a breakdown of the total AUM as of the end of the third quarter of 2025:

AUM Category	Amount as of September 30, 2025
Total AUM	\$37.6 billion
Discretionary AUM	\$24.3 billion
Non-Discretionary AUM	\$13.3 billion

Silvercrest Asset Management Group Inc. serves several distinct groups, which you can see reflected in the services they offer, like family office and outsourced chief investment officer (OCIO) solutions. The primary customer segments are:

• Ultra-high net worth individuals and families with significant financial assets.
• Institutional investors, including endowments and foundations.
• Trusts and other complex family entities requiring comprehensive oversight.
• Pension and profit sharing plans, representing \$2.7 billion in AUM.

The firm explicitly states it provides asset management and family office services to wealthy families and select institutional investors. Furthermore, Silvercrest Asset Management Group Inc. partners with endowments, foundations, and family offices to deliver customized, full-service investment office solutions. The overall client base includes individuals, families, trusts, endowments, foundations, and other institutional investors operating primarily in the United States. The focus on discretionary AUM, which was \$24.3 billion as of September 30, 2025, shows where the revenue-generating relationship strength lies.

To give you a sense of the recent growth trajectory for these segments, here's how the AUM looked at the start of the year:

• Total AUM at December 31, 2024: $36.5 billion.
• Discretionary AUM at December 31, 2024: $23.3 billion.

The firm maintains a high level of client commitment, reporting a 98% client retention rate.

Finance: draft 13-week cash view by Friday.

Silvercrest Asset Management Group Inc. (SAMG) - Canvas Business Model: Cost Structure

You're looking at the expense side of Silvercrest Asset Management Group Inc.'s operations as of late 2025. This is where the revenue generated from the firm's assets under management gets allocated to keep the lights on and, more importantly, to pay the people who manage that capital.

Compensation and benefits, the largest expense, totaled $83.2 million for 9M 2025. This number clearly shows that human capital is the primary cost driver for Silvercrest Asset Management Group Inc. To be fair, in an advisory business, your key resource is your talent.

The firm has been making strategic investments in new talent and business development headcount to drive future growth. For instance, in the three months ended September 30, 2025, the increase in compensation and benefits expense was primarily attributable to increases in salaries and benefits of $1.1 million due to merit-based increases and newly-hired staff, alongside an increase in the accrual for bonuses of $2.4 million. This focus on adding personnel supports their goal of securing more significant organic flows in 2025 and 2026.

General and administrative costs are the next significant bucket, reflecting the operational overhead of running a public asset manager. For the six months ended June 30, 2025, these expenses totaled $15.5 million. This category bundles several smaller but necessary expenditures, and you can see the components that drove the increase for the six months ended June 30, 2025, right here:

Expense Component	Amount for 6M 2025 Increase (vs. 6M 2024)
Professional fees	$0.6 million
Occupancy and related costs	$0.1 million (related to new office space in Singapore)
Portfolio and systems expense	$0.3 million
Shareholder expenses	$0.1 million
Marketing and advertising costs	$0.1 million

The firm is definitely spending to support its infrastructure. Portfolio and systems expenses are specifically tracked to support investment technology and operations. For the three months ended September 30, 2025, general and administrative expenses rose to $8.2 million, an increase of $0.9 million, or 11.9%, compared to the same period in 2024.

Here's a quick look at how the largest cost components compared across different periods:

• Compensation and benefits expense for Q3 2025 was $21.7 million.
• Compensation and benefits expense for 6M 2025 was $18.8 million for Q2 2025 alone.
• Total expenses for the nine months ended September 30, 2025, resulted in an Adjusted EBITDA margin of 18.0% of revenue (Adjusted EBITDA of $16.8 million).
• For context, total expenses for the full year 2024 were $106.0 million.

Finance: draft 13-week cash view by Friday.

Silvercrest Asset Management Group Inc. (SAMG) - Canvas Business Model: Revenue Streams

You're looking at how Silvercrest Asset Management Group Inc. (SAMG) actually brings in its money, which is almost entirely fee-based, tied directly to the assets they manage. This structure means their top-line revenue is highly sensitive to market performance, even if client flows are positive, as seen in recent quarters.

The primary engine for revenue is the management and advisory fees. For the nine months ended September 30, 2025, total revenue reached $93.36 million, which was slightly up from $91.69 million in the prior year period. This growth was explicitly driven by the increase in these core management and advisory fees.

Here's a quick look at the components making up that 9M 2025 revenue:

• Management and advisory fees, the primary source, totaled $93.4 million for 9M 2025.
• Fees derived from providing family office services (Q1 2025: $1.124 million).
• Performance fees earned on certain investment funds and alternative strategies.
• Sub-advised fund management revenue.

To give you a clearer picture of the revenue mix based on the latest detailed filings, here is the breakdown for the nine months ended September 30, 2025, which shows how the core advisory revenue dominates:

Revenue Component	Revenue for 9M 2025 (in thousands USD)	Revenue for Q3 2025 (in thousands USD)
Managed Accounts (Core Advisory)	$87,081	$29,135
Tax and Family Office Services	$3,229	$1,098
Silvercrest Funds	$2,769	$932
Fund Administration	$281	$130
Total Revenue	$93,360	$31,295

The family office services component, which you noted, was $1.124 million in Q1 2025, which translates to $3,229 thousand for the nine-month period ending September 30, 2025, as shown in the table. This category is distinct from the main management fees, which are tied to discretionary assets under management (AUM).

Performance fees and sub-advised fund revenue are less explicitly detailed as separate line items in the top-level revenue summaries for the nine-month period, but they are likely captured within the 'Silvercrest Funds' revenue line of $2.769 million for 9M 2025, or they might be part of the core management fees if they are structured as a minimum fee component. The firm's total AUM hit $37.6 billion as of September 30, 2025, which is the base upon which these recurring fees are calculated. Finance: draft 13-week cash view by Friday.