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Current Report · Items 1.01, 2.03, 9.01 · 8-K

Silvercrest Asset Management Group Inc.

SAMGNASDAQEQUITYCurrent

Entry into a Material Definitive Agreement · Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement

Item 1.01 Entry into a Material Definitive Agreement. On June 18, 2026, the subsidiaries of Silvercrest L.P. entered into a Second Amendment to Amended and Restated Credit Agreement (the “Second Amendment”) with City National Bank. Certain subsidiaries of Silvercrest L.P. are the borrowers under such facility and Silvercrest L.P.…

Filed Jun 18, 2026Accepted Jun 18, 2026, 4:03 PM EDTCIK 1549966Accession 0001193125-26-275795
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Company context

Silvercrest was founded in April 2002 as an independent, employee-owned registered investment adviser. With offices in New York, Boston, Virginia, New Jersey, California, Wisconsin, Atlanta and Singapore, Silvercrest provides traditional and alternative investment advisory and family office services to wealthy families and select institutional investors. Silvercrest Asset Management Group Inc.

Current securities

Recent company filings

  1. SCHEDULE 13D - filed by Equinox Partners Investment Management LLC regarding Silvercrest Asset Management Group Inc.Sep 30, 2026
  2. 10-Q filingJul 30, 2026
  3. Results of Operations and Financial ConditionJul 30, 2026
  4. Other EventsJul 27, 2026
  5. 8-K filingJun 3, 2026

Disclosure sections

Items 1.01, 2.03, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 1.01Item 1.01 - Entry into Material Agreement
Item 1.01 Entry into a Material Definitive Agreement. On June 18, 2026, the subsidiaries of Silvercrest L.P. entered into a Second Amendment to Amended and Restated Credit Agreement (the “Second Amendment”) with City National Bank. Certain subsidiaries of Silvercrest L.P. are the borrowers under such facility and Silvercrest L.P. guarantees the obligations of its subsidiaries under the credit facility (Silvercrest L.P. and such borrower subsidiaries collectively, the “Credit Parties”). Pursuant to the Second Amendment, (i) the stated term loan maturity date terminates on June 18, 2029, subject to two one-year extension options, (ii) the term loan draw date terminates on June 18, 2028, (iii) the term loan commitment as of the date of the Second Amendment is $5.0 million, and (iv) the $10.0 million revolving credit facility maturity date is June 18, 2027. The foregoing description of the Second Amendment is only a summary, does not purport to be complete, and is qualified in its entirety by reference to the full text of the Second Amendment which is filed herewith as Exhibit 4.1 and incorporated herein by reference.
Item 2.03Item 2.03 - Creation of Direct Financial Obligation
Item 2.03. Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. The information included in Item 1.01 above is hereby incorporated by reference in its entirety into this Item 2.03.
Filed exhibits (1)
EX-4.1 (by filename) samg-ex4_1.htm

EX-4.1 2 samg-ex4_1.htm EX-4.1 EX-4.1 Exhibit 4.1 EXECUTION VERSION SECOND AMENDMENT TO AMENDED AND RESTATED CREDIT AGREEMENT This Second Amendment to Amended and Restated Credit Agreement (this “Amendment”) is entered into as of June 18, 2026, by and among SILVERCREST ASSET MANAGEMENT GROUP LLC, a Delaware limited liability company (“Silvercrest”), SILVERCREST INVESTORS LLC, a Delaware limited liability company (“Silvercrest Investors”), SILVERCREST INVESTORS II LLC, a Delaware limited liability company (“Silvercrest Investors II”), SILVERCREST FINANCIAL SERVICES, INC., a New York corporation (“Silvercrest Financial”, and together with Silvercrest, Silvercrest Investors, and Silvercrest Investors II, each, a “Borrower”, and collectively, “Borrowers”), and CITY NATIONAL BANK, a national banking association (“Lender”). RECITALS A. Borrowers and Lender are parties to that certain Amended and Restated Credit Agreement, dated as of June 18, 2024 (as heretofore amended, supplemented or otherwise modified, the “Credit Agreement”). B. Immediately prior to the Amendment Effective Date, (i) the aggregate principal amount of all Revolving Loans outstanding under the Credit Agreeme…

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