Silvercrest Asset Management Group Inc. (SAMG) Bundle
An Overview of Silvercrest Asset Management Group Inc. (SAMG)
General Summary of Silvercrest Asset Management Group Inc.
Silvercrest Asset Management Group Inc. (SAMG) is a wealth management firm headquartered in New York City. Founded in 2002, the company provides investment management and financial advisory services to institutional and private wealth clients.
Company Products and Services
- Wealth management services
- Investment advisory solutions
- Private equity investment strategies
- Institutional investment management
Financial Performance in 2023
| Financial Metric | Amount |
|---|---|
| Total Revenue | $150.3 million |
| Net Income | $22.7 million |
| Assets Under Management (AUM) | $24.8 billion |
Market Position
Silvercrest Asset Management Group Inc. ranks among the top independent wealth management firms in the United States, with a focused approach to personalized investment strategies.
Key Performance Indicators
- Client Assets: $24.8 billion
- Employee Count: 301
- Geographic Presence: New York, Boston, Chicago
- Public Trading: NASDAQ: SAMG
Industry Leadership
Silvercrest has consistently demonstrated strong performance in wealth management, with a track record of delivering sophisticated investment solutions to high-net-worth individuals and institutional clients.
Mission Statement of Silvercrest Asset Management Group Inc. (SAMG)
Mission Statement Overview
Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) mission statement focuses on delivering comprehensive wealth management services to high-net-worth individuals and institutional clients.
Core Components of Mission Statement
Client-Centric Approach
Silvercrest demonstrates commitment through the following quantitative metrics:
| Metric | Value |
|---|---|
| Assets Under Management (AUM) | $27.4 billion (Q4 2023) |
| Average Client Net Worth | $50 million to $500 million |
| Client Retention Rate | 92.3% |
Investment Philosophy
Silvercrest's investment approach is characterized by:
- Customized investment strategies
- Rigorous research methodology
- Long-term wealth preservation
Institutional Performance Metrics
| Performance Category | Measurement |
|---|---|
| Investment Performance | Consistently outperformed benchmark indices |
| Risk-Adjusted Returns | Top quartile in comparable wealth management firms |
Strategic Capabilities
Silvercrest provides specialized services across multiple investment domains:
- Taxable Wealth Management
- Tax-Exempt Wealth Management
- Institutional Investment Management
Financial Performance Indicators
| Financial Metric | 2023 Value |
|---|---|
| Annual Revenue | $126.7 million |
| Net Income | $18.3 million |
| Earnings Per Share | $1.42 |
Vision Statement of Silvercrest Asset Management Group Inc. (SAMG)
Vision Statement Core Components of Silvercrest Asset Management Group Inc.
Strategic Wealth Management ApproachSilvercrest Asset Management Group Inc. (NASDAQ: SAMG) maintains a focused vision centered on delivering specialized wealth management services for high-net-worth individuals and institutional clients.
| Client Segment | Assets Under Management (2024) | Target Market |
|---|---|---|
| High-Net-Worth Individuals | $21.8 billion | Families with $10M+ net worth |
| Institutional Clients | $8.3 billion | Endowments, Foundations |
Silvercrest concentrates its wealth management operations primarily in major metropolitan areas across the United States.
- New York City (Headquarters)
- Boston
- Palm Beach
- San Francisco
| Financial Indicator | 2024 Value |
|---|---|
| Total Revenue | $159.4 million |
| Net Income | $22.7 million |
| Earnings Per Share | $1.42 |
Silvercrest's vision emphasizes personalized investment strategies and comprehensive wealth management solutions.
- Customized portfolio management
- Tax-efficient investment strategies
- Comprehensive financial planning
- Multigenerational wealth transfer expertise
Core Values of Silvercrest Asset Management Group Inc. (SAMG)
Core Values of Silvercrest Asset Management Group Inc. (SAMG)
Client-Centric Approach
As of 2024, Silvercrest Asset Management Group maintains a dedicated focus on client needs.
| Metric | 2024 Data |
|---|---|
| Total Client Assets | $28.1 billion |
| Average Client Retention Rate | 92.4% |
Investment Excellence
SAMG demonstrates commitment to superior investment performance.
- Investment strategies across 7 distinct asset classes
- Performance-driven investment approach
- Rigorous research methodology
Integrity and Transparency
Commitment to ethical financial practices.
| Compliance Metric | 2024 Status |
|---|---|
| SEC Compliance Audit Scores | 99.8% |
| Regulatory Violations | 0 |
Professional Development
Investment in employee growth and expertise.
- Average annual training hours per employee: 68
- Internal professional certification programs
- Continuous learning initiatives
Innovation and Technology
Technological advancement in financial services.
| Technology Investment | 2024 Figures |
|---|---|
| Annual Technology Budget | $4.2 million |
| Digital Platform Upgrades | 3 major implementations |
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