CONGRESS ASSET MANAGEMENT COMPANY, LLP

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
$10.1B
Peer Group AUM Range
$9.6B - $10.6B
Sample Size
65
Firm Age (Years)
PEER GROUP AVERAGE
17
Structure
PEER GROUP AVERAGE
Limited Liability Company (39 firms)
Discretionary Accounts
PEER GROUP AVERAGE
3,961
Discretionary AUM
PEER GROUP AVERAGE
$9.0B
Non-Discretionary Accounts
PEER GROUP AVERAGE
1,067
Non-Discretionary AUM
PEER GROUP AVERAGE
$1.1B
Total Clients
PEER GROUP AVERAGE
4,128
Total AUM
PEER GROUP AVERAGE
$10.1B
Offices
PEER GROUP AVERAGE
11
Total Employees
PEER GROUP AVERAGE
98
Investment Advisors
PEER GROUP AVERAGE
63
Registered Representatives
PEER GROUP AVERAGE
43
Licensed Insurance Agents
PEER GROUP AVERAGE
34
Foreign Clients
PEER GROUP AVERAGE
26.1%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
762
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 65 Firms Yes
Hourly Charges No 60 Firms No
Subscription Fees No 65 Firms No
Fixed Fees No 40 Firms Yes
Commissions No 65 Firms No
Performance Based Fees Yes 40 Firms Yes
Other No 50 Firms No

Understanding Truelytics Peer Groups

A firm’s Truelytics Peer Group is a benchmark calculation based on the average data in a group. Peer group’s are dynamically generated via self-reported AUM mapped against the Truelytics database of 8,000+ firms and their self-repoted data.

Truelytics Peer Benchmark Details

Firm Self-Reported AUM
$10.1B
Peer Group AUM Range
$1.0M - $48.0B
Sample Size
19342

Truelytics Score

PEER GROUP AVERAGE

2.7

The Truelytics score is an easy to understand number (like a GPA) that gives you an overall quick sense of the health of a business. It combines insights from every aspect of a firm's business, client, and market stability grades.
AUM
PEER GROUP AVERAGE

$116.2M

FIRM VALUE

$10.1B

PEER GROUP AVERAGE

$793.6K

NET REVENUE
PEER GROUP AVERAGE

$131.6K

EXPENSES
Business Stability Grade
PEER GROUP AVERAGE

C

The Business Stability Grade reflect the structure and operations of a firm. Many of the KPIs are directly under a firm's control and can be improved in the short term to improve profitability.

Client Stability Grade
PEER GROUP AVERAGE

C

The Client Stability Grade reflect the stability of a firm's client demographics. Improvements to client stability usually involve longer term changes to one's client base vs business stability indicators.

Market Stability Grade
PEER GROUP AVERAGE

A

Your Market Stability Grade reflects the amount of market risk inherent in your revenue streams. Risk here is not necessarily a bad thing - exposure to the market can generate growth in good times.

PEER GROUP AVERAGE
$2.5M
Discounted Cash Flow Valuation
PEER GROUP AVERAGE
$2.2M
Multiple of EBITDA Valuation
PEER GROUP AVERAGE
$2.0M
Multiple of EBOC Valuation

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