REVERENCE CAPITAL PARTNERS, L.P.

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
$12.4B
Peer Group AUM Range
$11.8B - $13.0B
Sample Size
60
Firm Age (Years)
PEER GROUP AVERAGE
16
Structure
PEER GROUP AVERAGE
Limited Liability Company (28 firms)
Discretionary Accounts
PEER GROUP AVERAGE
7,289
Discretionary AUM
PEER GROUP AVERAGE
$11.0B
Non-Discretionary Accounts
PEER GROUP AVERAGE
2,202
Non-Discretionary AUM
PEER GROUP AVERAGE
$1.3B
Total Clients
PEER GROUP AVERAGE
7,378
Total AUM
PEER GROUP AVERAGE
$12.4B
Offices
PEER GROUP AVERAGE
21
Total Employees
PEER GROUP AVERAGE
132
Investment Advisors
PEER GROUP AVERAGE
95
Registered Representatives
PEER GROUP AVERAGE
70
Licensed Insurance Agents
PEER GROUP AVERAGE
54
Foreign Clients
PEER GROUP AVERAGE
34.1%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
670
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 56 Firms Yes
Hourly Charges No 52 Firms No
Subscription Fees No 60 Firms No
Fixed Fees No 34 Firms No
Commissions No 60 Firms No
Performance Based Fees Yes 39 Firms Yes
Other No 43 Firms No

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