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Upturn AI SWOT - About
Silvercrest Asset Management Group Inc (SAMG)
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Upturn Advisory Summary
03/03/2025: SAMG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -19.44% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/03/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 157.96M USD | Price to earnings Ratio 16.54 | 1Y Target Price 23.75 |
Price to earnings Ratio 16.54 | 1Y Target Price 23.75 | ||
Volume (30-day avg) 19021 | Beta 0.87 | 52 Weeks Range 13.29 - 18.97 | Updated Date 04/1/2025 |
52 Weeks Range 13.29 - 18.97 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 4.89% | Basic EPS (TTM) 1 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-03-05 | When Before Market | Estimate 0.275 | Actual 0.2 |
Profitability
Profit Margin 7.71% | Operating Margin (TTM) 6.12% |
Management Effectiveness
Return on Assets (TTM) 5.6% | Return on Equity (TTM) 13.01% |
Valuation
Trailing PE 16.54 | Forward PE 11.12 | Enterprise Value 150872960 | Price to Sales(TTM) 1.27 |
Enterprise Value 150872960 | Price to Sales(TTM) 1.27 | ||
Enterprise Value to Revenue 0.9 | Enterprise Value to EBITDA 4.53 | Shares Outstanding 9549940 | Shares Floating 8236439 |
Shares Outstanding 9549940 | Shares Floating 8236439 | ||
Percent Insiders 15.6 | Percent Institutions 69.63 |
Analyst Ratings
Rating 5 | Target Price 23.75 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Silvercrest Asset Management Group Inc
Company Overview
History and Background
Silvercrest Asset Management Group Inc. was founded in 2003 as an independent, employee-owned registered investment adviser (RIA). It grew through organic growth and strategic acquisitions, focusing on high-net-worth individuals and families.
Core Business Areas
- Investment Management: Provides discretionary investment management services, including asset allocation, portfolio construction, and security selection.
- Family Office Services: Offers comprehensive family office services such as financial planning, tax planning, estate planning, and philanthropic advisory.
Leadership and Structure
The company is led by a management team comprised of experienced investment professionals. It operates with a partnership structure that emphasizes employee ownership and alignment of interests.
Top Products and Market Share
Key Offerings
- Discretionary Investment Management: This service caters to high-net-worth individuals and families, offering customized investment strategies. Market share data specific to Silvercrest is challenging to obtain due to the fragmented nature of the wealth management industry. Competitors include Bessemer Trust, Rockefeller Capital Management, and Goldman Sachs Personal Financial Management.
- Family Office Services: Comprehensive services include financial planning, tax planning, and estate planning, catering to ultra-high-net-worth families. Market share is difficult to pinpoint precisely. Competitors include multi-family offices like Abbot Downing (Wells Fargo) and Northern Trust Wealth Management.
Market Dynamics
Industry Overview
The asset management industry is currently experiencing growth driven by increasing wealth creation and aging populations. Competition is intense, with both traditional firms and new entrants vying for market share. There's a growing demand for personalized and holistic financial advice.
Positioning
Silvercrest positions itself as a boutique, high-touch asset manager focused on providing customized solutions and superior client service. Its employee-owned structure and independent status are competitive advantages.
Total Addressable Market (TAM)
The global wealth management market is estimated to be in the hundreds of trillions of dollars. Silvercrest, with its focus on high-net-worth clients, is targeting a segment of this market. Their positioning allows them to compete effectively for a specific niche.
Upturn SWOT Analysis
Strengths
- Strong client relationships
- Experienced investment professionals
- Employee-owned structure
- Customized investment solutions
- Comprehensive family office services
Weaknesses
- Smaller scale compared to larger competitors
- Dependence on key personnel
- Limited international presence
- Susceptibility to market downturns impacting AUM
Opportunities
- Expanding client base through referrals and marketing
- Acquiring smaller RIAs to increase AUM
- Developing new investment strategies and products
- Expanding into new geographic markets
- Offering digital advisory solutions
Threats
- Increased competition from larger firms
- Economic downturns impacting AUM and profitability
- Regulatory changes impacting the asset management industry
- Loss of key personnel
- Fee compression in the asset management industry
Competitors and Market Share
Key Competitors
- FWDB
- FNLC
- FOCUS
Competitive Landscape
Silvercrest's advantages include its personalized service, employee-owned structure, and comprehensive family office offerings. Disadvantages include its smaller scale and limited international presence compared to larger competitors. Competition is also based on investment performance.
Major Acquisitions
Jamieson Capital
- Year: 2021
- Acquisition Price (USD millions): 27
- Strategic Rationale: Expanded Silvercrest's investment capabilities and client base.
Growth Trajectory and Initiatives
Historical Growth: Silvercrest has grown historically through organic growth and strategic acquisitions, focusing on increasing AUM and expanding its service offerings.
Future Projections: Future growth projections vary based on analyst estimates, but are generally projected as positive because the need for Wealth Management advice is increasing as wealth is accumulating. Expectations are that continued client acquisition and market appreciation will drive growth.
Recent Initiatives: Recent initiatives could include strategic acquisitions, new product launches, or investments in technology to enhance client service and operational efficiency.
Summary
Silvercrest Asset Management Group Inc. is a well-positioned independent wealth management firm offering tailored solutions. Its employee-owned structure and client-centric approach are strengths, yet its smaller size can be a constraint. To thrive, Silvercrest must leverage its strengths, pursue strategic acquisitions, and adapt to industry changes and larger competitors.
Similar Companies
- FWDB
- FNLC
- FOCUS
- AMG
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on available information and estimates. Actual results may vary. This is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Silvercrest Asset Management Group Inc
Exchange NASDAQ | Headquaters New York, NY, United States | ||
IPO Launch date 2013-06-27 | CEO, President & Chairman Mr. Richard R. Hough III | ||
Sector Financial Services | Industry Asset Management | Full time employees 160 | Website https://www.silvercrestgroup.com |
Full time employees 160 | Website https://www.silvercrestgroup.com | ||
Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other investment funds. The company was founded in 2002 and is headquartered in New York, New York.
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