Increase in Discretionary Assets Under Management
Discretionary assets under management increased by $1 billion during the second quarter, reaching $23.7 billion, a 4.4% sequential quarterly increase and a 9.7% year-over-year increase.
Record Total Assets Under Management
Total AUM reached a new high of $36.7 billion at the end of the second quarter.
Strong Organic New Client Accounts
Silvercrest added $80 million in organic new client accounts during the quarter and $0.5 billion in the first half of 2025. Approximately $2 billion in organic new client accounts were added over the past 4 quarters.
Stock Repurchase Program and Dividend Increase
Completed a $12 million stock repurchase program and announced a new $25 million buyback program. The quarterly dividend was increased by 5% from $0.20 to $0.21 per share.
Positive Developments in Global Value Strategy
The Global Value Composite performance numbers are strong, with significant interest globally, leading to ongoing discussions and potential inflows.