Path Smaller Companies Fund... Net Worth

The estimated Net Worth of Path Smaller Companies Fund... is at least $15 Milion dollars as of 30 April 2024. Path Fund owns over 5,112 units of Silvercrest Asset Management Inc stock worth over $15,043,360 and over the last few years Path sold SAMG stock worth over $0.

Wallmine is a radically better financial terminal.
Sign up in seconds, it's free!

Sign up

Already have an account? Sign in

Path Fund SAMG stock SEC Form 4 insiders trading

Path has made over 1 trades of the Silvercrest Asset Management Inc stock since 2024, according to the Form 4 filled with the SEC. Most recently Path bought 5,112 units of SAMG stock worth $76,936 on 30 April 2024.

The largest trade Path's ever made was buying 5,112 units of Silvercrest Asset Management Inc stock on 30 April 2024 worth over $76,936. On average, Path trades about 5,112 units every 0 days since 2024. As of 30 April 2024 Path still owns at least 940,798 units of Silvercrest Asset Management Inc stock.

You can see the complete history of Path Fund stock trades at the bottom of the page.

Insiders trading at Silvercrest Asset Management Inc

Over the last 11 years, insiders at Silvercrest Asset Management Inc have traded over $21,703,644 worth of Silvercrest Asset Management Inc stock and bought 109,946 units worth $1,420,915 . The most active insiders traders include Wealth Management Llc Vulcan, Of G. Moffett Cochran Estate oraz Martin Jaffe. On average, Silvercrest Asset Management Inc executives and independent directors trade stock every 92 days with the average trade being worth of $1,873,852. The most recent stock trade was executed by Richard R Iii Hough on 30 April 2024, trading 60,742 units of SAMG stock currently worth $883,189.

What does Silvercrest Asset Management Inc do?

silvercrest asset management group is an independent, employee-owned, registered investment advisor which provides asset management and family office services to families and select institutional investors. silvercrest combines the client-focused service which was the hallmark of private banks and investment counsel firms in an earlier age with state of the art theories of portfolio construction, risk management and diversification. silvercrest's professionals have dedicated their careers to wealth management and our managing directors, who average more than 25 years of wealth management experience, have advised their clients through the boom of bull markets and the gloom of bear markets. we are not swayed by market manias. we are only interested in seeing our clients'​ assets invested in a manner consistent with their tolerance for risk. silvercrest is free from the numerous conflicts of interest inherent to larger organizations. our size, our employee ownership and our collegial cult

Complete history of Path Fund stock trades at Silvercrest Asset Management Inc

Silvercrest Asset Management Inc executives and stock owners

Silvercrest Asset Management Inc executives and other stock owners filed with the SEC include:

• Richard Hough,
  Chairman of the Board, President, Chief Executive Officer
• J. Allen Gray,
  Managing Director
• John Allen Gray,
  Managing Director
• Richard R. Hough III,
  CEO & Chairman
• Scott Gerard,
  Chief Financial Officer
• Scott Andrew Gerard CPA,
  Chief Financial Officer
• David Campbell,
  General Counsel, Secretary
• David John Campbell,
  Gen. Counsel & Sec.
• Albert Messina,
  Director, Managing Director and Portfolio Manager
• Albert S. Messina,
  Managing Director & Director
• Brian Dunn,
  Independent Director
• Winthrop Conrad,
  Independent Director
• Richard Burns,
  Independent Director
• Wilmot Kidd,
  Independent Director
• Kimberly L. Murdolo,
  Sr. VP & Client Service Representative
• Tara R. Collins CFP, CFP,
  Sr. VP
• Robert H. Bucher,
  Sr. VP
• Martin Loeser,
  Sr. VP
• Rohan Kalyanpur C.F.A.,
  Sr. VP & Head of Technology
• Of G. Moffett Cochran Estate,
  10% owner
• Richard Scott Pechter,
  Director
• Martin Jaffe,
  10% owner
• Trust Under Article 7th Of ...,
  10% owner
• George Moffett Cochran,
  Chairman and CEO
• Wealth Management Llc Vulcan,
  10% owner
• Al Messina,
  Director
• Darla Romfo,
  
• Path Smaller Companies Fund...,