SAMG · XBRL financial data

Silvercrest Asset Management Group financial statements, every fiscal year

The same tables from 6 filings, lined up. Matched by XBRL tag: renamed lines keep their history.

How these numbers work

Every number comes from the company's XBRL financial data filed with the SEC, and each one links to its filing.
Lines are matched by XBRL tag, so a line renamed between filings keeps its history.
* marks a quarter worked out from the filing totals: the 10-K year minus the first three quarters, or a year-to-date total minus the earlier one. Fourth-quarter earnings per share is fourth-quarter net income over the fourth-quarter weighted shares.
0 means a filing states zero; a dash (—) means no filing states that number.
“year only” means the 10-K gives the full year but not the quarters needed to work out the fourth. A worked-out quarter of revenue, cost of revenue or operating cash flow more than twice the company's largest quarter of the two years before is shown this way too.
Gross profit is shown as the company reports it; a worked-out quarter must equal revenue less cost of revenue for that quarter, or it is a dash.
Operating income can be above gross profit when the company books other operating income between the two, shown on its own line.
Shares outstanding come from each filing's cover page, as of the date printed there.
Quarters are fiscal: Q2 FY27 is the second quarter of the company's fiscal 2027.

Income statement

Fiscal years (SAMG's year ends in late December)

In thousands of dollars	FY 2020Dec 31, 2020	FY 2021Dec 31, 2021	FY 2022Dec 31, 2022	FY 2023Dec 31, 2023	FY 2024Dec 31, 2024	FY 2025Dec 31, 2025
Revenue from contracts with customers	107,983	131,603	123,217	117,410	123,651	125,319
General and administrative	23,323	28,518	13,045	25,972	29,361	32,049
Total operating expenses	85,702	101,082	84,655	98,591	106,024	115,994
Operating income (loss)	22,281	30,521	38,562	18,819	17,627	9,325
Interest income	13	7	24	946	1,432	775
Interest expense	563	383	416	421	144	141
Other income (expense)	243	190	260	76	203	222
Income tax expense (benefit)	5,394	6,923	7,606	4,310	4,563	2,988
Net income (loss)	9,960	14,693	18,828	9,094	9,535	4,885
Earnings per share, basic USD per share	1.05	1.52	1.92	0.96	1.00	0.56
Earnings per share, diluted USD per share	1.05	1.52	1.92	0.96	1.00	0.56
Weighted average shares, basic thousands of shares	9,503	9,674	9,793	9,431	9,495	8,755
Weighted average shares, diluted thousands of shares	9,511	9,690	9,821	9,464	9,533	8,793

Fiscal years (SAMG's year ends in late December)

In thousands of dollars	FY 2020Dec 31, 2020	FY 2021Dec 31, 2021	FY 2022Dec 31, 2022	FY 2023Dec 31, 2023	FY 2024Dec 31, 2024	FY 2025Dec 31, 2025
Cash and cash equivalents	62,498	85,744	77,432	70,301	68,611	44,069
Property and equipment, net	5,523	5,257	5,021	7,422	7,387	7,715
Right-of-use asset	30,068	26,130	23,653	19,612	16,032	17,376
Goodwill	63,675	63,675	63,675	63,675	63,675	63,675
Total assets	213,804	229,318	212,675	199,574	194,432	166,607
Total liabilities	110,405	112,510	86,843	77,764	74,739	81,723
Retained earnings	19,498	27,782	39,761	41,851	43,953	41,744
Total stockholders' equity	70,679	80,350	84,593	82,737	80,697	50,274
Total liabilities and equity	213,804	229,318	212,675	199,574	194,432	166,607

Fiscal years (SAMG's year ends in late December)

In thousands of dollars	FY 2020Dec 31, 2020	FY 2021Dec 31, 2021	FY 2022Dec 31, 2022	FY 2023Dec 31, 2023	FY 2024Dec 31, 2024	FY 2025Dec 31, 2025
Net income (loss)	9,960	14,693	18,828	9,094	9,535	4,885
Stock-based compensation	659	1,426	1,149	1,627	1,916	1,826
Depreciation and amortization	3,968	3,923	3,883	4,014	4,146	2,421
Net cash from operating activities	26,846	44,278	23,383	20,975	21,590	18,607
Purchases of property and equipment	626	908	956	3,878	1,700	3,632
Net cash from investing activities	(626)	(908)	(956)	(3,878)	(1,700)	(3,632)
Proceeds from issuing common stock	—	—	—	0	0	50
Share repurchases	—	512	8,783	5,705	4,625	30,500
Dividends paid	6,105	6,397	6,828	6,996	7,403	7,073
Net cash from financing activities	(16,554)	(20,124)	(30,739)	(24,216)	(21,549)	(39,493)
Net change in cash	9,666	23,246	(8,312)	(7,131)	(1,690)	(24,542)

SIC 6282 and related industry codes, similar size. Each row is the latest quarter reported.

How peers are chosen

SIC 6282 and related industry codes with public float (or, where float is missing, quarterly revenue) between 0.2x and 5x the company's.
Each row is the latest quarter the company has reported, named in the Quarter column; when that filing is a 10-K, it is the fourth quarter, never the full year.
Runway shows only for companies burning cash with under $10B of public float.
* marks a quarter worked out from the filing totals: for a 10-Q, the year-to-date total less the earlier one.
A cell reading “not reported” means the filings give no figure for that quarter alone.

Company	Cash ($K)	Revenue, quarter ($K)	Operating cash flow, quarter ($K)	Shares outstanding	Runway	Quarter
Silvercrest Asset Management Group	27,797	32,709	12,495*	not reported	—	Q3 FY26 10-QSep 30, 2026
Abacus Global Management	23,388	73,020	39,260*	97.8M	—	Q2 FY26 10-QJun 30, 2026
Westwood Holdings Group	22,616	25,343	5,584*	9.5M	—	Q2 FY26 10-QJun 30, 2026
Pershing Square	8,908	54,177	25,429*	400.0M	—	Q2 FY26 10-QJun 30, 2026
BRC Group Holdings	154,112	239,117	(18,190)*	40.2M	8.5 quarters	Q2 FY26 10-QJun 30, 2026
Triller Group	2,070	5,226	(2,162)*	20.5M	1.0 quarters	Q2 FY26 10-QJun 30, 2026
AlTi Global	31,196	58,023	not reported	not reported	—	Q2 FY26 10-QJun 30, 2026
Ares Management	557,094	1,293,657	(351,445)*	not reported	1.6 quarters	Q2 FY26 10-QJun 30, 2026
Hennessy Advisors	35,351	8,390	3,742*	7.9M	—	Q3 FY26 10-QJun 30, 2026

Not investment advice. Not affiliated with the U.S. SEC.