ENTRUST GLOBAL PARTNERS LLC

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
$11.1B - $12.2B
Sample Size
65
Firm Age (Years)
PEER GROUP AVERAGE
16
Structure
PEER GROUP AVERAGE
Limited Liability Company (30 firms)
Discretionary Accounts
PEER GROUP AVERAGE
7,120
Discretionary AUM
PEER GROUP AVERAGE
$9.9B
Non-Discretionary Accounts
PEER GROUP AVERAGE
823
Non-Discretionary AUM
PEER GROUP AVERAGE
$1.8B
Total Clients
PEER GROUP AVERAGE
6,343
Total AUM
PEER GROUP AVERAGE
$11.7B
Offices
PEER GROUP AVERAGE
10
Total Employees
PEER GROUP AVERAGE
123
Investment Advisors
PEER GROUP AVERAGE
56
Registered Representatives
PEER GROUP AVERAGE
43
Licensed Insurance Agents
PEER GROUP AVERAGE
22
Foreign Clients
PEER GROUP AVERAGE
30.8%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
129
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 64 Firms Yes
Hourly Charges No 56 Firms No
Subscription Fees No 65 Firms No
Fixed Fees No 41 Firms No
Commissions No 63 Firms No
Performance Based Fees Yes 47 Firms Yes
Other No 51 Firms No

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