HYPERION ASSET MANAGEMENT LIMITED

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
$4,594.9M
Peer Group AUM Range
$2,147.5M - $4,823.6M
Sample Size
108
Firm Age (Years)
PEER GROUP AVERAGE
15
Structure
PEER GROUP AVERAGE
Limited Liability Company (60 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,796
Discretionary AUM
PEER GROUP AVERAGE
$3,922M
Non-Discretionary Accounts
PEER GROUP AVERAGE
140
Non-Discretionary AUM
PEER GROUP AVERAGE
$662M
Total Clients
PEER GROUP AVERAGE
1,062
Total AUM
PEER GROUP AVERAGE
$4,584M
Offices
PEER GROUP AVERAGE
11
Total Employees
PEER GROUP AVERAGE
63
Investment Advisors
PEER GROUP AVERAGE
33
Registered Representatives
PEER GROUP AVERAGE
17
Licensed Insurance Agents
PEER GROUP AVERAGE
14
Foreign Clients
PEER GROUP AVERAGE
25.3%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
31
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 104 Firms Yes
Hourly Charges No 90 Firms No
Subscription Fees No 107 Firms No
Fixed Fees No 69 Firms No
Commissions No 107 Firms No
Performance Based Fees Yes 64 Firms Yes
Other No 88 Firms No

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