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SAMG on Nasdaq

Silvercrest Asset Management Group Inc.

Silvercrest Asset Management Group Inc. is an American investment advice company, incorporated in Delaware.1 It is headquartered in New York, New York.1 Its shares trade on Nasdaq under the symbol SAMG.1

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Last updated Oct 21, 2026.

Overview

$125.3MRevenue, fiscal 20252
$4.9MNet income, fiscal 20252

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  • TickerSAMG on Nasdaq1
  • IndustryInvestment Advice1
  • HeadquartersNew York, New York1
  • Incorporated inDE3
  • Business address1330 Avenue Of The Americas, 38Th Floor, New York, Ny 100193
  • Filer categoryAccelerated filer, Smaller reporting company3

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Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

7.4%Operating margin2
3.9%Net margin2
1.3%Revenue growth, 20252
9.7%Return on equity2
$15.0MFree cash flow2

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Managed Accounts brought in 93% of the revenue Silvercrest Asset Management Group Inc. broke down this way in fiscal 2025.

  1. Managed Accounts$116.8M293%up 1% from 2024
  2. Tax and Family Office Services$4.4M24%up 8% from 2024
  3. Silvercrest Funds$3.7M23%down 9% from 2024
  4. Fund Administration$349.0K20%up 44% from 2024
Products and services by year
Products and services202320242025
Managed Accounts$108.7M$115.2M$116.8M
Tax and Family Office Services$4.2M$4.1M$4.4M
Silvercrest Funds$4.1M$4.1M$3.7M
Fund Administration$370.0K$243.0K$349.0K

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Other costs94¢$117.4M
  • Income tax2¢$3.0M
  • Profit4¢$4.9M

Out of $125.3M in revenue.2

Where each dollar of operating cash went, fiscal 2025

  • Capital spending9¢$3.6M
  • Dividends paid17¢$7.1M
  • Share buybacks74¢$30.5M

Out of $18.6M of cash from operations. Spending exceeded cash from operations; the rest came from savings or borrowing.2

Financial statements

Revenue456782$125.3M in 2025+27% since 2018
0$50.0M$100.0M$150.0M2018: $98.7M$98.7M20182019: $102.2M$102.2M2019+4%2020: $108.0M$108.0M2020+6%2021: $131.6M$131.6M2021+22%2022: $123.2M$123.2M2022−6%2023: $117.4M$117.4M2023−5%2024: $123.7M$123.7M2024+5%2025: $125.3M$125.3M2025+1%
Operating income456782$9.3M in 2025−56% since 2018
0$10.0M$20.0M$30.0M$40.0M2018: $21.2M$21.2M20182019: $18.9M$18.9M2019−11%2020: $22.3M$22.3M2020+18%2021: $30.5M$30.5M2021+37%2022: $38.6M$38.6M2022+26%2023: $18.8M$18.8M2023−51%2024: $17.6M$17.6M2024−6%2025: $9.3M$9.3M2025−47%
Net income456782$4.9M in 2025−49% since 2018
0$5.0M$10.0M$15.0M$20.0M2018: $9.6M$9.6M20182019: $8.6M$8.6M2019−10%2020: $10.0M$10.0M2020+15%2021: $14.7M$14.7M2021+48%2022: $18.8M$18.8M2022+28%2023: $9.1M$9.1M2023−52%2024: $9.5M$9.5M2024+5%2025: $4.9M$4.9M2025−49%

Every line of the income statement as filed: the last 3 fiscal years (annual) or 8 quarters (quarterly), latest first.2

Period ending2025-12-312024-12-312023-12-31
Total revenue$125.3M$123.7M$117.4M
Compensation and benefits$83.9M$76.7M$72.6M
General and administrative$32.0M$29.4M$26.0M
Total expenses$116.0M$106.0M$98.6M
Income before other income (expense), net$9.3M$17.6M$18.8M
Other income (expense), net$222.0K$203.0K$76.0K
Interest income$775.0K$1.4M$946.0K
Interest expense-$141.0K-$144.0K-$421.0K
Equity income from investments$866.0K$1.2M$73.0K
Total other income (expense), net$1.7M$2.6M$674.0K
Income before provision for income taxes$11.0M$20.3M$19.5M
Provision for income taxes-$3.0M-$4.6M-$4.3M
Net income$8.1M$15.7M$15.2M
Less: net income attributable to non-controlling interests-$3.2M-$6.2M-$6.1M
Net income attributable to Silvercrest$4.9M$9.5M$9.1M
Basic$0.56$1.00$0.96
Diluted$0.56$1.00$0.96
Basic8.8M shares9.5M shares9.4M shares
Diluted8.8M shares9.5M shares9.5M shares

Compare Silvercrest Asset Management Group Inc. with another company

Corporate structure

Silvercrest Asset Management Group Inc. sits at the top of its group. 1 entity, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of Silvercrest Asset Management Group Inc.

  • Equinox Partners Investment Management LLC Filed SCHEDULE 13D/A on Silvercrest Asset Management Group Inc., latest Oct 13, 2026 (2 filings since Sep 30, 2026)
  • BlackRock Filed SCHEDULE 13G/A on Silvercrest Asset Management Group Inc., latest Jul 30, 2026 (7 filings since Feb 3, 2023)
  • BlackRock Portfolio Management LLC Filed SCHEDULE 13G/A on Silvercrest Asset Management Group Inc., latest Jul 17, 2026 (2 filings since Oct 17, 2025)
  • VANGUARD GROUP INC Filed SCHEDULE 13G/A on Silvercrest Asset Management Group Inc., latest Mar 27, 2026 (2 filings since Feb 13, 2024)
  • ROYCE & ASSOCIATES LP Filed SCHEDULE 13G/A on Silvercrest Asset Management Group Inc., latest Oct 22, 2025 (5 filings since Jan 25, 2022)
  • Long Path Partners LP Filed SCHEDULE 13G/A on Silvercrest Asset Management Group Inc., latest May 2, 2025 (5 filings since Aug 1, 2022)
  • Boston Partners Filed SC 13G/A on Silvercrest Asset Management Group Inc., latest Feb 13, 2024 (3 filings since Feb 11, 2022)
  • PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Filed SC 13G/A on Silvercrest Asset Management Group Inc., latest Feb 13, 2023 (2 filings since Feb 14, 2022)
  • CAPITAL MANAGEMENT CORP /VA Filed SC 13G/A on Silvercrest Asset Management Group Inc., latest Oct 21, 2022 (2 filings since Feb 23, 2022)
  • Silvercrest Asset Management Group Inc. New York, New York

Built from major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What Silvercrest Asset Management Group Inc. reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$23.3M2 Dec 31, 2025$22.9M2 Dec 31, 2024+1.9%
Accumulated depreciation$15.6M2 Dec 31, 2025$15.5M2 Dec 31, 2024+0.6%
Property and equipment, net$7.7M2 Dec 31, 2025$7.4M2 Dec 31, 2024+4.4%
Finance-lease assets$322.0K2 Dec 31, 2025$254.0K2 Dec 31, 2024+26.8%
Operating-lease assets (leased space)$17.4M2 Dec 31, 2025$16.0M2 Dec 31, 2024+8.4%

Investments

ItemLatestA year beforeChange
Cash and cash equivalents$44.1M2 Dec 31, 2025$68.6M2 Dec 31, 2024−35.8%
Stakes in other companies (equity method)$1.0M2 Dec 31, 2025$1.4M2 Dec 31, 2024−23.9%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$63.7M2 Dec 31, 2025$63.7M2 Dec 31, 20240%
Finite-lived intangibles, gross$46.5M2 Dec 31, 2025$46.5M2 Dec 31, 20240%
Accumulated amortization$32.1M2 Dec 31, 2025$29.9M2 Dec 31, 2024+7.3%
Finite-lived intangibles, net$14.5M2 Dec 31, 2025$16.6M2 Dec 31, 2024−13.2%

Properties, in its own words

Our corporate headquarters are located at 1330 Avenue of the Americas, 38th Floor, New York, New York 10019, where we occupy approximately 41,000 square feet of space under a lease, the extended terms of which expire on September 30, 2028. We also lease space for our other eight offices. We believe our current facilities are adequate for our current needs and that suitable additional space will be available as and when needed.

Item 2 of the 10-K filed Mar 16, 2026.13

Leadership

Who has led Silvercrest Asset Management Group Inc., and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. George Moffett Cochran2012–2013
  2. Richard R. Hough Iii.2014–now

Chair

  1. George Moffett Cochran2012–2013
  2. Richard R. Hough Iii.2016–now

President

  1. Richard R. Hough Iii.2012–2016

Chief financial officer

  1. Scott A. Gerard2012–now

Chief operating officer

  1. Richard R. Hough Iii.2012–2015
201520202025
Board members and other officers (11)

Timeline

  1. Jul 30, 20268-K Results of operations29
  2. Jul 27, 20268-K Other events30
  3. Jun 18, 20268-K Entered a material agreement; New debt or obligation31
  4. Jun 3, 20268-K Shareholder vote32
  5. May 11, 20268-K Results of operations33
  6. May 5, 20268-K Other events34
  7. Mar 16, 20268-K Other events35
  8. Mar 16, 20268-K Results of operations36
  9. Feb 5, 20268-K Other events37
  10. Oct 31, 20258-K Results of operations38
  11. Oct 28, 20258-K Other events39
  12. Jul 31, 20258-K Results of operations40
  13. Mar 21, 2014New chief executive Richard R. Hough Iii. becomes CEO14
  14. Nov 13, 2012New chief executive George Moffett Cochran becomes CEO15

Calendar

Coming up

  1. Oct 29, 2026Reports results for the quarter ending Sep/2026 A year earlier it reported $0.19 a share, on Oct 30, 2025.41

When it reported results

  1. Jul 30, 2026Reported quarterly or annual results29
  2. May 11, 2026Reported quarterly or annual results33
  3. Mar 16, 2026Reported quarterly or annual results36
  4. Oct 31, 2025Reported quarterly or annual results38
  5. Jul 31, 2025Reported quarterly or annual results40
  6. May 8, 2025Reported quarterly or annual results42
  7. Mar 6, 2025Reported quarterly or annual results43
  8. Oct 31, 2024Reported quarterly or annual results44

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

159 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 60 major events, 38 insider forms, 30 large holders, 11 other. The latest 20:

  1. Oct 13, 2026SCHEDULE 13D/A EDGAR
  2. Sep 30, 2026SCHEDULE 13D EDGAR
  3. Jul 30, 2026SCHEDULE 13G/A EDGAR
  4. Jul 30, 202610-Q EDGAR
  5. Jul 30, 20268-K EDGAR
  6. Jul 27, 20268-K EDGAR
  7. Jul 17, 2026SCHEDULE 13G/A EDGAR
  8. Jun 18, 20268-K EDGAR
  9. Jun 3, 20268-K EDGAR
  10. May 11, 202610-Q EDGAR
  11. May 11, 20268-K EDGAR
  12. May 8, 20264 EDGAR
  13. May 8, 20264 EDGAR
  14. May 8, 20264 EDGAR
  15. May 5, 20268-K EDGAR
  16. Apr 30, 2026ARS EDGAR
  17. Apr 30, 2026DEF 14A EDGAR
  18. Mar 27, 2026SCHEDULE 13G/A EDGAR
  19. Mar 16, 202610-K EDGAR
  20. Mar 16, 20268-K EDGAR

The 159 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

6 open-market trades by officers, directors and large owners since October 2021: 6 buys and 0 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Dec 1, 2025Gray John AllenManaging DirectorBuy1,285$13.85$17.8KForm 4
Nov 28, 2025Gray John AllenManaging DirectorBuy5,500$13.83$76.1KForm 4
Nov 26, 2025Gray John AllenManaging DirectorBuy15,000$13.66$204.9KForm 4
Apr 30, 2024Long Path Holdings LLC10% ownerBuy5,112$15.05$76.9KForm 4
Apr 30, 2024Long Path Partners LP10% ownerBuy5,112$15.05$76.9KForm 4
Mar 13, 2024Gray John AllenManaging DirectorBuy3,135$15.84$49.7KForm 4

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

YearExecutiveAgeSalaryTotal pay
2025Richard R. Hough,$4.0M54
2025Matthew ArpanoManaging Director and Portfolio Manager57$3.5M54
2025J. Allen Gray,$1.8M54
2025Scott A. Gerard,58$1.8M54
2025David J. Campbell,57$1.3M54
2024Chief Executive Officer and President$4.0M54
2024Matthew ArpanoManaging Director and Portfolio Manager57$3.5M54
2024Managing Director –Institutional Business$2.3M54
2024Chief Financial Officer$1.6M54
2024General Counsel and Secretary$1.3M54
2023Chief Executive Officer and President$5.6M54
2023Managing Director –Institutional Business$2.5M54
2023Chief Financial Officer$1.3M54
2023General Counsel and Secretary$1.2M54

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 99. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.960,270$9.7M0.0%+15,018
Diamond Hill Capital Management, LLC (Investment Advisor)361,544$3.7M0.0%+171,480
Punch & Associates Investment Management, Inc.325,921$3.3M0.2%+80,890
Vanguard Capital Management LLC312,873$3.2M0.0%−3,216
Pacific Ridge Capital Partners, LLC245,859$2.5M0.5%+39,173
Geode Capital Management, LLC194,469$2.0M0.0%+16,647
Dimensional Fund Advisors LP193,346$2.0M0.0%−10,381
Morgan Stanley187,944$1.9M0.0%+103,852
State Street Corp184,498$1.9M0.0%+14,928
Renaissance Technologies LLC168,168$1.7M0.0%+6,431
Royce & Associates LP158,017$1.6M0.0%−192,907
Gabelli Funds LLC152,188$1.5M0.0%No change
Goldman Sachs Group Inc135,395$1.4M0.0%+15,780
North Star Investment Management Corp.110,000$1.1M0.1%No change
Hsbc Holdings PLC62,200$636.3K0.0%−2,233
Teton Advisors, LLC53,500$540.9K0.3%No change
Northern Trust Corp51,146$517.1K0.0%−1,245
Vanguard Fiduciary Trust Co50,518$510.7K0.0%+328
Boston Partners48,861$494.0K0.0%−194,061
Cm Wealth Advisors LLC45,305$458.0K0.1%New
Vanguard Portfolio Management LLC41,696$421.5K0.0%+3,186
Marshall Wace, Llp37,880$383.0K0.0%New
Aqr Capital Management LLC33,161$335.3K0.0%+19,737
Barclays PLC32,816$331.8K0.0%−2,657
Arrowstreet Capital, Limited Partnership29,572$299.0K0.0%No change

13F reports cover disclosed long positions in U.S. stocks only.

SEC filer profile

How Silvercrest Asset Management Group Inc. is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARSilvercrest Asset Management Group Inc.1
  • CIK0001549966
  • Employer ID (EIN)45-514656013
  • Filer statusAccelerated filer not an emerging growth company; a smaller reporting company; not a shell company13
  • Incorporated inDelaware13
  • Fiscal year endsDecember 311
  • Industry code (SIC)6282 Investment Advice1
  • SEC reviewing officeOffice of Finance, Division of Corporation Finance1
  • Business address1330 Avenue Of The Americas, 38Th Floor, New York, NY 100191
  • Phone212-649-06001
  • Shares outstanding7,663,783 Common Class A shares; 4,130,232 Common Class B shares as of Mar 13, 202613
  • Public float$129.9M as of Jun 30, 202513
  • AuditorDeloitte & Touche LLP, New York, New York PCAOB ID 34; it also attests to the company’s internal control over financial reporting13
  • On EDGAR sinceJun 11, 20121
  • Filings547 in all: 8-K (162), 4 (106), SC 13G/A (59), 10-Q (40), 3 (30), SC 13G (27), 10-K (13), DEF 14A (13)1
    All 36 form types

    CORRESP (12), UPLOAD (12), S-1/A (9), D (8), 4/A (7), 424B7 (6), SCHEDULE 13G/A (6), ARS (5), FWP (4), EFFECT (3), S-8 (3), 8-A12B (2), 8-K/A (2), DEFA14A (2), RW (2), S-1 (2), 10-Q/A (1), 15-15D (1), 3/A (1), 424B1 (1), 424B4 (1), CERTNAS (1), S-3 (1), S-3/A (1), SC 13D (1), SCHEDULE 13D (1), SCHEDULE 13D/A (1), SCHEDULE 13G (1)

  • Latest filingsAnnual report (10-K) Mar 16, 2026
    Quarterly report (10-Q) Jul 30, 2026
    Proxy statement (DEF 14A) Apr 30, 2026
    Latest 8-K (8-K) Jul 30, 2026

Securities registered for trading

ClassSymbolExchange
Class A common stock, $0.01 par value per shareSAMGThe Nasdaq Global Market

From the cover page of the 10-K filed Mar 16, 2026 (Section 12(b) of the Exchange Act).13

Risk factors and legal proceedings

The risks Silvercrest Asset Management Group Inc. names in Item 1A of its 10-K filed Mar 16, 2026: 49 risks under these headings, as written.13

  • Risks Related to our Investment Performance and the Financial Markets
  • Volatile market conditions could adversely affect our business in many ways, including by reducing the value of our assets under management and causing clients to withdraw funds, either of which could materially reduce our revenues, adversely affect our financial condition and earnings, and expose us to litigation risks.
  • We may not be able to maintain our current fee structure as a result of poor investment performance, competitive pressures or as a result of changes in our business mix, which could have a material adverse effect on our profit margins and results of operations.
  • The historical returns of our existing investment strategies may not be indicative of future results or of future results of investment strategies that we may develop.
  • We derive a substantial portion of our revenues from a limited number of strategies and clients.
  • Substantially all of our revenue generating contracts and relationships may be terminated upon no notice.
  • Our long-only, equity investment focus may not result in attractive returns in the short-term or during certain market periods and may expose us to greater risk than if our investment strategies included non-equity securities or hedged positions.
  • The performance of our investment strategies or the growth of our assets under management may be constrained by the unavailability of appropriate investment opportunities.
  • Our investment process requires us to conduct extensive fundamental research on any company before investing in it, which may result in missed investment opportunities and reduce the performance of our investment strategies.
  • Our International and Global Equity Strategies invest principally in the securities of non-U.S. companies, which involve foreign currency exchange, tax, political, social and economic uncertainties and risks.
  • Risks Related to Our Growth
  • Our efforts to establish new investment teams and strategies may be unsuccessful and could negatively impact our results of operations and our reputation.
The other 39 risks
  • We may enter into new lines of business, make strategic investments or acquisitions or enter into joint ventures, each of which may result in additional risks and uncertainties for our business.
  • We may be unable to successfully execute strategic investments or acquisitions or enter into joint ventures, and we may fail to successfully integrate and operate new investment teams, which could limit our ability to grow assets under management and adversely affect our results of operations.
  • The due diligence process that we undertake in connection with strategic investments or acquisitions or entry into joint ventures may not reveal all facts that may be relevant in connection with an investment, which could subject us to unknown liabilities.
  • The significant growth we have experienced may be difficult to sustain.
  • Risks Related to our Key Professionals
  • The loss of key investment professionals or members of our senior management team could have a material adverse effect on our business.
  • If any member of our senior management or a key investment professional were to join a competitor or form a competing company, some of our current clients or other prominent members of the investing community could choose to invest with that competitor rather than us.
  • Competition for qualified investment, management and marketing and client service professionals is intense and we may fail to successfully attract and retain qualified personnel in the future.
  • Risks Related to our Structure
  • The rights of holders of Class B units of Silvercrest L.P. may give rise to conflicts of interest.
  • Our ability to pay regular dividends to our stockholders is subject to the discretion of our board of directors and may be limited by our structure and applicable provisions of Delaware law.
  • Our ability to pay taxes and expenses, including payments under the tax receivable agreement, may be limited by our structure.
  • We will be required to pay principals for certain tax benefits we may claim, and the amounts we may pay could be significant.
  • In certain cases, payments under the tax receivable agreement to our principals may be accelerated and/or significantly exceed the actual benefits we realize in respect of the tax attributes subject to the tax receivable agreement.
  • If we were deemed an investment company under the Investment Company Act as a result of our ownership interest in Silvercrest L.P., applicable restrictions could make it impractical for us to continue our business as contemplated and could have a material adverse effect on our business.
  • We provide a broad range of services to the Silvercrest Funds and family office services, which may expose us to liability.
  • Risks Related to the Regulatory Environment in Which we Operate
  • The regulatory environment in which we operate is subject to continuous change, and regulatory developments designed to increase oversight may adversely affect our business.
  • We could be subject to regulatory investigations, which could harm our reputation and cause our funds to lose existing investors or us to lose existing accounts or fail to attract new investors or accounts.
  • Ongoing trade negotiations and potential for further regulatory reform may create regulatory uncertainty for our portfolio companies and our investment strategies and adversely affect the profitability of our portfolio companies.
  • Increasing scrutiny from stakeholders on ESG matters, including our ESG reporting, exposes us to reputational and other risks.
  • General Risk Factors
  • Our failure to comply with investment guidelines set by our clients and limitations imposed by applicable law could result in damage awards against us and a loss of our assets under management, either of which could adversely affect our results of operations or financial condition.
  • Operational risks, including the threat of cyber-attacks, may disrupt our business, breach our clients’ security, result in losses or limit our growth.
  • Improper disclosure of personal data could result in liability and harm our reputation.
  • Employee misconduct could expose us to significant legal liability and reputational harm.
  • Failure to properly address conflicts of interest could harm our reputation, business and results of operations.
  • The investment management industry faces substantial litigation risks that could have a material adverse effect on our business, financial condition or results of operations or cause significant reputational harm to us.
  • The investment management industry is intensely competitive.
  • Reductions in business sourced through third-party distribution channels, or their poor reviews of us or our products, could materially reduce our revenue and ability to attract new clients.
  • A change of control could result in termination of our sub-investment advisory and investment advisory agreements.
  • If our techniques for managing risk are ineffective, we may be exposed to material unanticipated losses.
  • Our reliance on prime brokers, custodians, administrators and other agents subjects us to certain risks relating to their execution of transactions and their solvency, and the failure by or insolvency of any such person could adversely affect our business and financial performance.
  • If we incur indebtedness or issue senior equity securities, we will be exposed to additional risks, including the typical risks associated with leverage.
  • Future financings could adversely affect us and our common stockholders by diluting existing stockholders or by placing restrictions on our ability to run our business, including making distributions to unitholders.
  • Newly enacted laws or regulations and future changes in the taxation of businesses may impact our effective tax rate or may adversely affect our business, financial condition and operating results.
  • The market price and trading volume of our Class A common stock may be volatile, which could result in rapid and substantial losses for our stockholders.
  • Future issuances and sales of our Class A common stock in the public market could lower our stock price, and any additional capital raised by us through the sale of equity or convertible securities may dilute your ownership in us.
  • Stockholders may experience dilution in the future.
  • The requirements of being a public company may strain our resources and distract our management, which could make it difficult to manage our business.
  • If securities or industry analysts do not publish research or publish inaccurate or unfavorable research about our business, our stock price and trading volume could decline.
  • The amount and mix of our assets under management (“AUM”) are subject to significant fluctuations, and a shift in our asset mix toward lower-fee strategies or funds may negatively impact our revenues and income.
  • The ongoing conflicts in Ukraine and Gaza have, and will likely continue to, negatively impact the global economy and may have a material adverse effect on our business, operations and financial results.

Legal proceedings

We are, and will continue to be, subject to litigation from time to time in the ordinary course of business. Currently, there are no material legal proceedings pending or threatened against us.

The opening of Item 3, Legal Proceedings.13

Sources

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