BERMUDA INVESTMENT ADVISORY SERVICES LIMITED

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
$213.3M
Peer Group AUM Range
$202.7M - $223.9M
Sample Size
423
Firm Age (Years)
PEER GROUP AVERAGE
10
Structure
PEER GROUP AVERAGE
Limited Liability Company (252 firms)
Discretionary Accounts
PEER GROUP AVERAGE
481
Discretionary AUM
PEER GROUP AVERAGE
$193M
Non-Discretionary Accounts
PEER GROUP AVERAGE
31
Non-Discretionary AUM
PEER GROUP AVERAGE
$20M
Total Clients
PEER GROUP AVERAGE
297
Total AUM
PEER GROUP AVERAGE
$213M
Offices
PEER GROUP AVERAGE
1
Total Employees
PEER GROUP AVERAGE
9
Investment Advisors
PEER GROUP AVERAGE
5
Registered Representatives
PEER GROUP AVERAGE
2
Licensed Insurance Agents
PEER GROUP AVERAGE
2
Foreign Clients
PEER GROUP AVERAGE
6.1%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
19
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 414 Firms Yes
Hourly Charges No 255 Firms No
Subscription Fees No 418 Firms No
Fixed Fees Yes 214 Firms No
Commissions No 412 Firms Yes
Performance Based Fees No 319 Firms No
Other No 384 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
$213.3M
Peer Group AUM Range
$202.9M - $223.4M
Sample Size
48

Truelytics Score

PEER GROUP AVERAGE

2.8

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

$213.0M

FIRM VALUE

$213.3M

PEER GROUP AVERAGE

$1.2M

NET REVENUE
PEER GROUP AVERAGE

$0.6M

EXPENSES
Business Stability Grade
PEER GROUP AVERAGE

B

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

B

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

C+

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
$2.68M
Discounted Cash Flow Valuation
PEER GROUP AVERAGE
$1.79M
Multiple of EBITDA Valuation
PEER GROUP AVERAGE
$2.47M
Multiple of EBOC Valuation

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