RIALTO CAPITAL 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
$4,731.3M
Peer Group AUM Range
$2,147.5M - $4,959.0M
Sample Size
109
Firm Age (Years)
PEER GROUP AVERAGE
16
Structure
PEER GROUP AVERAGE
Limited Liability Company (60 firms)
Discretionary Accounts
PEER GROUP AVERAGE
1,904
Discretionary AUM
PEER GROUP AVERAGE
$4,034M
Non-Discretionary Accounts
PEER GROUP AVERAGE
152
Non-Discretionary AUM
PEER GROUP AVERAGE
$683M
Total Clients
PEER GROUP AVERAGE
1,172
Total AUM
PEER GROUP AVERAGE
$4,717M
Offices
PEER GROUP AVERAGE
15
Total Employees
PEER GROUP AVERAGE
77
Investment Advisors
PEER GROUP AVERAGE
40
Registered Representatives
PEER GROUP AVERAGE
21
Licensed Insurance Agents
PEER GROUP AVERAGE
15
Foreign Clients
PEER GROUP AVERAGE
22.0%
Clients Without Regulatory Assets
PEER GROUP AVERAGE
38
Compensation
PEER GROUP AVERAGE
FIRM VALUE
Percentage of AUM Yes 105 Firms Yes
Hourly Charges No 90 Firms No
Subscription Fees No 108 Firms No
Fixed Fees No 67 Firms No
Commissions No 109 Firms No
Performance Based Fees Yes 59 Firms Yes
Other No 88 Firms No

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