SHREWSBURY RIVER CAPITAL LP

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
$958.1M
Peer Group AUM Range
$910.9M - $1.0B
Sample Size
262
Firm Age (Years)
PEER GROUP AVERAGE
15
Structure
PEER GROUP AVERAGE
Limited Liability Company (176 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,495
Discretionary AUM
PEER GROUP AVERAGE
$862.3M
Non-Discretionary Accounts
PEER GROUP AVERAGE
42
Non-Discretionary AUM
PEER GROUP AVERAGE
$95.4M
Total Clients
PEER GROUP AVERAGE
1,090
Total AUM
PEER GROUP AVERAGE
$957.7M
Offices
PEER GROUP AVERAGE
2
Total Employees
PEER GROUP AVERAGE
30
Investment Advisors
PEER GROUP AVERAGE
13
Registered Representatives
PEER GROUP AVERAGE
4
Licensed Insurance Agents
PEER GROUP AVERAGE
2
Foreign Clients
PEER GROUP AVERAGE
10.3%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
37
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 254 Firms Yes
Hourly Charges No 192 Firms No
Subscription Fees No 261 Firms No
Fixed Fees No 144 Firms No
Commissions No 260 Firms No
Performance Based Fees No 149 Firms Yes
Other No 220 Firms No

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