MAVERICK CAPITAL LTD

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
$8.8B
Peer Group AUM Range
$8.4B - $9.2B
Sample Size
88
Firm Age (Years)
PEER GROUP AVERAGE
16
Structure
PEER GROUP AVERAGE
Limited Liability Company (49 firms)
Discretionary Accounts
PEER GROUP AVERAGE
3,463
Discretionary AUM
PEER GROUP AVERAGE
$7.7B
Non-Discretionary Accounts
PEER GROUP AVERAGE
169
Non-Discretionary AUM
PEER GROUP AVERAGE
$1.0B
Total Clients
PEER GROUP AVERAGE
1,806
Total AUM
PEER GROUP AVERAGE
$8.7B
Offices
PEER GROUP AVERAGE
26
Total Employees
PEER GROUP AVERAGE
153
Investment Advisors
PEER GROUP AVERAGE
90
Registered Representatives
PEER GROUP AVERAGE
51
Licensed Insurance Agents
PEER GROUP AVERAGE
46
Foreign Clients
PEER GROUP AVERAGE
29.7%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
18
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 86 Firms Yes
Hourly Charges No 82 Firms No
Subscription Fees No 88 Firms No
Fixed Fees No 63 Firms No
Commissions No 87 Firms No
Performance Based Fees Yes 59 Firms Yes
Other No 70 Firms No

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