BAMCO, INC.

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
$39.1B
Peer Group AUM Range
$37.5B - $40.7B
Sample Size
34
Firm Age (Years)
PEER GROUP AVERAGE
18
Structure
PEER GROUP AVERAGE
Limited Liability Company (19 firms)
Discretionary Accounts
PEER GROUP AVERAGE
7,655
Discretionary AUM
PEER GROUP AVERAGE
$36.6B
Non-Discretionary Accounts
PEER GROUP AVERAGE
1,358
Non-Discretionary AUM
PEER GROUP AVERAGE
$2.4B
Total Clients
PEER GROUP AVERAGE
7,608
Total AUM
PEER GROUP AVERAGE
$39.0B
Offices
PEER GROUP AVERAGE
26
Total Employees
PEER GROUP AVERAGE
405
Investment Advisors
PEER GROUP AVERAGE
225
Registered Representatives
PEER GROUP AVERAGE
176
Licensed Insurance Agents
PEER GROUP AVERAGE
34
Foreign Clients
PEER GROUP AVERAGE
30.6%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
568
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 34 Firms Yes
Hourly Charges No 32 Firms No
Subscription Fees No 33 Firms No
Fixed Fees No 23 Firms No
Commissions No 34 Firms No
Performance Based Fees Yes 20 Firms No
Other No 28 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
$39.1B
Peer Group AUM Range
$1.0M - $48.0B
Sample Size
19375

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

$116.6M

FIRM VALUE

$39.1B

PEER GROUP AVERAGE

$797.8K

NET REVENUE
PEER GROUP AVERAGE

$131.9K

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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