Q2 2025 Silvercrest Asset Management Group Inc Earnings Call Transcript

Aug 1, 2025 / 12:30 PM GMT

Release Date Price: $15.87 (-3.00%)

Transcript 10-Q8-K

Key Points

Positve

Discretionary assets under management (AUM) increased by $1 billion during the second quarter, reaching $23.7 billion, a 4.4% sequential increase and a 9.7% year-over-year increase.
Total AUM hit a new high of $36.7 billion, indicating strong market performance and potential for future revenue growth.
Silvercrest added $80 million in organic new client accounts during the quarter and $500 million in new client accounts in the first half of 2025, marking strong organic growth.
The company completed a $12 million stock repurchase program and announced a new $25 million buyback program, demonstrating a commitment to returning capital to shareholders.
The board approved a 5% increase in the quarterly dividend, reflecting confidence in the company's financial health and commitment to shareholder returns.

Negative

Net flows were negative despite the increase in discretionary AUM, indicating challenges in retaining or attracting new client funds.
Revenue for the quarter decreased by $0.3 million or 1% year-over-year, primarily due to a decrease in the average annual management fee rate.
Expenses increased by 3.7% year-over-year, driven by higher compensation and benefits expenses, as well as general and administrative expenses.
The company experienced a decrease in cash and cash equivalents, from $68.6 million at the end of last year to $30 million as of June 30th.
The pipeline for the OCIO business has weakened, and the company acknowledges it could be stronger, indicating potential challenges in this segment.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SAMG.OQ - Silvercrest Asset Management Group Inc
Q2 2025 Silvercrest Asset Management Group Inc Earnings Call
Aug 01, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Silvercrest Asset Management Group 2nd quarter 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0. After today's presentation, there will be an opportunity to ask questions. Please note this event is being recorded.

Before we begin, let me remind you that during today's call, certain statements made regarding our future performance are forward-looking statements. They are based on current expectations and projections which are subject to a number of risks and uncertainties, and many factors could cause actual results to differ

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