BRANDYWINE MANAGERS, 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
$12.3B
Peer Group AUM Range
$11.7B - $12.9B
Sample Size
64
Firm Age (Years)
PEER GROUP AVERAGE
16
Structure
PEER GROUP AVERAGE
Limited Liability Company (30 firms)
Discretionary Accounts
PEER GROUP AVERAGE
15,750
Discretionary AUM
PEER GROUP AVERAGE
$11.1B
Non-Discretionary Accounts
PEER GROUP AVERAGE
3,112
Non-Discretionary AUM
PEER GROUP AVERAGE
$1.1B
Total Clients
PEER GROUP AVERAGE
7,701
Total AUM
PEER GROUP AVERAGE
$12.2B
Offices
PEER GROUP AVERAGE
20
Total Employees
PEER GROUP AVERAGE
132
Investment Advisors
PEER GROUP AVERAGE
91
Registered Representatives
PEER GROUP AVERAGE
67
Licensed Insurance Agents
PEER GROUP AVERAGE
50
Foreign Clients
PEER GROUP AVERAGE
32.6%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
628
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 60 Firms Yes
Hourly Charges No 57 Firms No
Subscription Fees No 64 Firms No
Fixed Fees No 39 Firms Yes
Commissions No 63 Firms No
Performance Based Fees Yes 42 Firms Yes
Other No 45 Firms No

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