Quarterly report [Sections 13 or 15(d)]

Summary of Significant Accounting Policies - Summary of Segment Revenue and Significant Expenses (Detail)

v3.25.3
Summary of Significant Accounting Policies - Summary of Segment Revenue and Significant Expenses (Detail) - USD ($)
$ in Thousands
3 Months Ended 9 Months Ended
Sep. 30, 2025
Jun. 30, 2025
Mar. 31, 2025
Sep. 30, 2024
Jun. 30, 2024
Mar. 31, 2024
Sep. 30, 2025
Sep. 30, 2024
Revenue                
Total revenue $ 31,295     $ 30,424     $ 93,360 $ 91,689
Expenses                
Compensation and benefits 21,714     18,598     59,400 54,760
General and administrative 8,250     7,369     23,751 21,259
Total expenses 29,964     25,967     83,151 76,019
Other income (expense), net                
Interest expense 15     15     45 95
Total other (expense) income, net 149     369     582 940
Provision for income taxes 391     1,096     2,625 3,585
Net income 1,089 $ 3,149 $ 3,928 3,730 $ 4,380 $ 4,915 8,166 13,025
Operating Segments                
Revenue                
Total revenue 31,295     30,424     93,360 91,689
Expenses                
Compensation and benefits 21,714     18,598     59,400 54,760
Occupancy and related 1,927     1,795     5,583 5,330
General and administrative 999     1,243     3,128 3,029
Professional fees 1,600     705     4,045 2,646
Portfolio and systems expense 1,651     1,684     4,906 4,616
Travel 529     437     1,504 1,166
Other segment items 1,544     1,505     4,585 4,472
Total expenses 29,964     25,967     83,151 76,019
Other income (expense), net                
Interest expense (15)     (15)     (45) (95)
Interest and other income 164     384     627 1,035
Total other (expense) income, net 149     369     582 940
Provision for income taxes 391     1,096     2,625 3,585
Net income 1,089     3,730     8,166 13,025
Managed accounts | Operating Segments                
Revenue                
Total revenue 29,135     28,358     87,081 85,411
Silvercrest Funds | Operating Segments                
Revenue                
Total revenue 932     1,021     2,769 3,034
Tax and family office services | Operating Segments                
Revenue                
Total revenue 1,098     1,025     3,229 3,062
Fund administration | Operating Segments                
Revenue                
Total revenue $ 130     $ 20     $ 281 $ 182