CHESAPEAKE INVESTMENT MANAGEMENT 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
$160.0M
Peer Group AUM Range
$152.0M - $167.9M
Sample Size
465
Firm Age (Years)
PEER GROUP AVERAGE
8
Structure
PEER GROUP AVERAGE
Limited Liability Company (304 firms)
Discretionary Accounts
PEER GROUP AVERAGE
401
Discretionary AUM
PEER GROUP AVERAGE
$140.2M
Non-Discretionary Accounts
PEER GROUP AVERAGE
48
Non-Discretionary AUM
PEER GROUP AVERAGE
$19.4M
Total Clients
PEER GROUP AVERAGE
236
Total AUM
PEER GROUP AVERAGE
$159.6M
Offices
PEER GROUP AVERAGE
1
Total Employees
PEER GROUP AVERAGE
7
Investment Advisors
PEER GROUP AVERAGE
5
Registered Representatives
PEER GROUP AVERAGE
2
Licensed Insurance Agents
PEER GROUP AVERAGE
2
Foreign Clients
PEER GROUP AVERAGE
5.6%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
30
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 452 Firms Yes
Hourly Charges No 267 Firms No
Subscription Fees No 465 Firms No
Fixed Fees Yes 236 Firms Yes
Commissions No 459 Firms No
Performance Based Fees No 371 Firms No
Other No 416 Firms No

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