FPA REAL ESTATE ADVISERS GROUP, 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
$6.5B
Peer Group AUM Range
$6.1B - $6.8B
Sample Size
83
Firm Age (Years)
PEER GROUP AVERAGE
14
Structure
PEER GROUP AVERAGE
Limited Liability Company (37 firms)
Discretionary Accounts
PEER GROUP AVERAGE
2,528
Discretionary AUM
PEER GROUP AVERAGE
$5.6B
Non-Discretionary Accounts
PEER GROUP AVERAGE
698
Non-Discretionary AUM
PEER GROUP AVERAGE
$803.4M
Total Clients
PEER GROUP AVERAGE
2,474
Total AUM
PEER GROUP AVERAGE
$6.4B
Offices
PEER GROUP AVERAGE
167
Total Employees
PEER GROUP AVERAGE
73
Investment Advisors
PEER GROUP AVERAGE
38
Registered Representatives
PEER GROUP AVERAGE
19
Licensed Insurance Agents
PEER GROUP AVERAGE
16
Foreign Clients
PEER GROUP AVERAGE
33.8%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
588
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 81 Firms Yes
Hourly Charges No 71 Firms No
Subscription Fees No 82 Firms No
Fixed Fees No 56 Firms No
Commissions No 81 Firms No
Performance Based Fees Yes 45 Firms Yes
Other No 66 Firms No

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