20 GATES 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
$4,774.2M
Peer Group AUM Range
$2,147.5M - $5,000.1M
Sample Size
111
Firm Age (Years)
PEER GROUP AVERAGE
16
Structure
PEER GROUP AVERAGE
Limited Liability Company (62 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,850
Discretionary AUM
PEER GROUP AVERAGE
$4,022M
Non-Discretionary Accounts
PEER GROUP AVERAGE
151
Non-Discretionary AUM
PEER GROUP AVERAGE
$717M
Total Clients
PEER GROUP AVERAGE
1,162
Total AUM
PEER GROUP AVERAGE
$4,738M
Offices
PEER GROUP AVERAGE
15
Total Employees
PEER GROUP AVERAGE
75
Investment Advisors
PEER GROUP AVERAGE
40
Registered Representatives
PEER GROUP AVERAGE
20
Licensed Insurance Agents
PEER GROUP AVERAGE
15
Foreign Clients
PEER GROUP AVERAGE
21.2%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
35
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 107 Firms Yes
Hourly Charges No 91 Firms No
Subscription Fees No 110 Firms No
Fixed Fees No 68 Firms No
Commissions No 111 Firms No
Performance Based Fees Yes 59 Firms Yes
Other No 90 Firms Yes

Resource Center

Advisor Transition Management Platform

About TrueRecruit

With TrueRecruit, we seek to help enterprises identify prospects, standardize the information collection process, and leverage data to inform offers.

About TruePerformance

TruePerformance Indices and KPIs make up the industry’s first ever business health record to be leveraged for practice management and during key transitional moments.

About TrueContinuity

TrueContinuity is a secure emergency continuity vault where financial advisory firms can easily store designated continuity contacts, additional key contacts, documents, and tech stack information.

About TrueMatch

TrueMatch supports advisors planning succession or growth through M&A to find perfect opportunities.

Contact Truelytics Today!

Truelytics' Advisor Transition Management Platform is the first end-to-end data-driven system to help RIAs attract, grow, and retain advisory businesses while also reducing the costs related to transitions.

© Powered by Truelytics
An error has occurred. This application may no longer respond until reloaded. Reload 🗙