Quarterly report [Sections 13 or 15(d)]

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

v3.26.1
Summary of Significant Accounting Policies - Summary of Segment Revenue and Significant Expenses (Detail) - USD ($)
$ in Thousands
3 Months Ended 6 Months Ended
Jun. 30, 2026
Mar. 31, 2026
Jun. 30, 2025
Mar. 31, 2025
Jun. 30, 2026
Jun. 30, 2025
Revenue            
Total revenue $ 30,783   $ 30,673   $ 62,189 $ 62,065
Expenses            
Compensation and benefits 20,485   18,805   41,629 37,686
General and administrative 9,340   7,827   18,340 15,501
Total expenses 29,825   26,632   59,969 53,187
Other income (expense), net            
Interest expense (190)   (15)   (379) (30)
Unrealized gain (loss) on investments 166   0   87 0
Total other (expense) income, net 59   168   (153) 433
Provision for income taxes 548   1,060   1,065 2,234
Net income 469 $ 533 3,149 $ 3,928 1,002 7,077
Operating Segments            
Revenue            
Total revenue 30,783   30,673   62,189 62,065
Expenses            
Compensation and benefits 20,485   18,805   41,629 37,686
Occupancy and related 1,988   1,859   3,931 3,657
General and administrative 1,085   1,232   2,040 2,129
Professional fees 1,929   1,128   4,029 2,446
Portfolio and systems expense 1,984   1,538   3,756 3,255
Travel 742   540   1,440 975
Other segment items 1,612   1,530   3,144 3,039
Total expenses 29,825   26,632   59,969 53,187
Other income (expense), net            
Interest expense (190)   (15)   (379) (30)
Interest and other income 83   183   139 463
Unrealized gain (loss) on investments 166   0   87 0
Total other (expense) income, net 59   168   (153) 433
Provision for income taxes 548   1,060   1,065 2,234
Net income 469   3,149   1,002 7,077
Managed accounts | Operating Segments            
Revenue            
Total revenue 28,732   28,605   58,090 57,946
Silvercrest Funds | Operating Segments            
Revenue            
Total revenue 910   911   1,837 1,837
Tax and family office services | Operating Segments            
Revenue            
Total revenue 1,077   1,078   2,133 2,130
Fund administration | Operating Segments            
Revenue            
Total revenue $ 64   $ 79   $ 129 $ 152