CONSTELLATION INVESTMENTS, 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
$11.7B
Peer Group AUM Range
$11.2B - $12.3B
Sample Size
63
Firm Age (Years)
PEER GROUP AVERAGE
18
Structure
PEER GROUP AVERAGE
Limited Liability Company (29 firms)
Discretionary Accounts
PEER GROUP AVERAGE
12,138
Discretionary AUM
PEER GROUP AVERAGE
$10.6B
Non-Discretionary Accounts
PEER GROUP AVERAGE
1,529
Non-Discretionary AUM
PEER GROUP AVERAGE
$1.2B
Total Clients
PEER GROUP AVERAGE
3,557
Total AUM
PEER GROUP AVERAGE
$11.8B
Offices
PEER GROUP AVERAGE
15
Total Employees
PEER GROUP AVERAGE
117
Investment Advisors
PEER GROUP AVERAGE
80
Registered Representatives
PEER GROUP AVERAGE
53
Licensed Insurance Agents
PEER GROUP AVERAGE
40
Foreign Clients
PEER GROUP AVERAGE
30.0%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
638
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 62 Firms Yes
Hourly Charges No 58 Firms No
Subscription Fees No 62 Firms No
Fixed Fees No 39 Firms No
Commissions No 62 Firms No
Performance Based Fees Yes 42 Firms No
Other No 49 Firms Yes

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