ARCTIS GLOBAL LLC

PEER BENCHMARKS

Understanding SEC Peer Groups

A firm's peer group is calculated based on public self-reported AUM benchmarked against a population of RIAs who submitted a Form ADV to the Securities and Exchange Commission.

SEC Peer Benchmark Details

Firm Self-Reported AUM
$165.0M
Peer Group AUM Range
$156.8M - $173.2M
Sample Size
499
Firm Age (Years)
PEER GROUP AVERAGE
7
Structure
PEER GROUP AVERAGE
Limited Liability Company (328 firms)
Discretionary Accounts
PEER GROUP AVERAGE
331
Discretionary AUM
PEER GROUP AVERAGE
$148.5M
Non-Discretionary Accounts
PEER GROUP AVERAGE
33
Non-Discretionary AUM
PEER GROUP AVERAGE
$16.4M
Total Clients
PEER GROUP AVERAGE
163
Total AUM
PEER GROUP AVERAGE
$164.9M
Offices
PEER GROUP AVERAGE
1
Total Employees
PEER GROUP AVERAGE
6
Investment Advisors
PEER GROUP AVERAGE
3
Registered Representatives
PEER GROUP AVERAGE
1
Licensed Insurance Agents
PEER GROUP AVERAGE
1
Foreign Clients
PEER GROUP AVERAGE
5.0%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
13
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 485 Firms Yes
Hourly Charges No 301 Firms No
Subscription Fees No 496 Firms No
Fixed Fees No 263 Firms No
Commissions No 490 Firms No
Performance Based Fees No 387 Firms Yes
Other No 453 Firms No

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