MPM ASSET MANAGEMENT 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
$3.3B
Peer Group AUM Range
$3.2B - $3.5B
Sample Size
144
Firm Age (Years)
PEER GROUP AVERAGE
17
Structure
PEER GROUP AVERAGE
Limited Liability Company (87 firms)
Discretionary Accounts
PEER GROUP AVERAGE
6,524
Discretionary AUM
PEER GROUP AVERAGE
$2.9B
Non-Discretionary Accounts
PEER GROUP AVERAGE
16,812
Non-Discretionary AUM
PEER GROUP AVERAGE
$420.9M
Total Clients
PEER GROUP AVERAGE
14,644
Total AUM
PEER GROUP AVERAGE
$3.3B
Offices
PEER GROUP AVERAGE
6
Total Employees
PEER GROUP AVERAGE
51
Investment Advisors
PEER GROUP AVERAGE
28
Registered Representatives
PEER GROUP AVERAGE
8
Licensed Insurance Agents
PEER GROUP AVERAGE
6
Foreign Clients
PEER GROUP AVERAGE
23.0%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
721
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 138 Firms Yes
Hourly Charges No 119 Firms No
Subscription Fees No 142 Firms No
Fixed Fees No 90 Firms No
Commissions No 141 Firms No
Performance Based Fees Yes 76 Firms Yes
Other No 112 Firms Yes

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