What stands out against comparable advisers

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8,320 anomalies

C-III INVESTMENT MANAGEMENT LLCasset managerRAUM $2.5Bunusual affiliate densityStatic outlier
distinct affiliate types checked on Item 7.A of 6.0 against a peer median of 2.0 (796 comparable advisers, 99.0th percentile, 5.4 robust deviations)
filing Mar 31, 2026peers: asset managers, $1B to $5B (796)99% percentile5.4 robust deviationsconfidence 0.8
TCG CROSSOVER MANAGEMENT, LLCasset managerRAUM $5.1Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (487 comparable advisers, 94.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $5B to $20B (487)94% percentile4.4 robust deviationsconfidence 0.85
FLATIRON RR LLC, MANAGER SERIESasset managerRAUM $1.2Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-04-30 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 93.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)93% percentile7.8 robust deviationsconfidence 0.85
H••••••••• E••••• P•••••••• L••asset managerRAUM $3.9Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 3.0 to 5.0 (+67.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 97.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)97% percentile10.3 robust deviationsconfidence 0.85
T••••• P•••• H••• K••• L••••••asset managerRAUM $42BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $21,824,829,224 to $42,335,297,615 (+94.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (470)96% percentile5.1 robust deviationsconfidence 0.85
T•• S•••• I••••••••• L•asset managerRAUM $233Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 35.0 to 62.0 (+77.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +5.0% (318 comparable advisers, 97.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (318)97% percentile6.3 robust deviationsconfidence 0.85
R•• A••• C•••••• M••••••••• L••asset managerRAUM $619Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-04-28 and 2026-03-31; the peer median change was 0.0% (489 comparable advisers, 93.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (489)93% percentileconfidence 0.85
C••••••• R•••• W••••• M••••••••• L••independent RIARAUM $464Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 1,034.0 to 1,798.0 (+74.0%) between the annual amendments of 2025-04-24 and 2026-03-31; the peer median change was +3.0% (3308 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,308)98% percentile8.3 robust deviationsconfidence 0.85
G••••••• C•••••• A•••••••• L••mixed wealthRAUM $249Mclient count collapseChange between filings
individual and HNW clients (Item 5.D) moved from 176.0 to 72.0 (-59.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (3308 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,308)1.0% percentile7.3 robust deviationsconfidence 0.85
E•• P••••••• C••••••• L•asset managerRAUM $2.7Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 8.0 to 14.0 (+75.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)98% percentile11.6 robust deviationsconfidence 0.85
L••••••••• L••asset managerRAUM $575Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (489 comparable advisers, 93.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (489)93% percentileconfidence 0.85
A••••••• C•••••• L••asset managerRAUM $30BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $19,473,373,287 to $31,105,860,115 (+60.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 91.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (470)91% percentile2.9 robust deviationsconfidence 0.85
S••••• H••••••• M•••••• ••• L••asset managerRAUM $1.4Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 93.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)93% percentile7.8 robust deviationsconfidence 0.85
P•••• C•••••• M••••••••• ••• I•••asset managerRAUM $1.2Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 93.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)93% percentile7.8 robust deviationsconfidence 0.85
P••• R•••• C•••••• M••••••••• L•••asset managerRAUM $47BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $24,052,614,047 to $46,868,139,376 (+95.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 97.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (470)97% percentile5.1 robust deviationsconfidence 0.85
Z•••••• W••••• P•••••••independent RIARAUM $158Mclient count surgeChange between filings
individual and HNW clients (Item 5.D) moved from 125.0 to 209.0 (+67.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (3308 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,308)98% percentile7.5 robust deviationsconfidence 0.85
T••••••• C•••••• M••••••••• L••asset managerRAUM $4.2Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 8.0 to 13.0 (+63.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)96% percentile9.7 robust deviationsconfidence 0.85
N•••••••• B••••• L••• A••••••• I• L••asset managerRAUM $6.1Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 7.0 to 13.0 (+86.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +3.0% (487 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $5B to $20B (487)98% percentile7.7 robust deviationsconfidence 0.85
S•••••••• C••••••asset managerRAUM $1.1Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 5.0 to 9.0 (+80.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)98% percentile12.4 robust deviationsconfidence 0.85
Y••••••• M••••••••• L••otherRAUM $1.1Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (73 comparable advisers, 93.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $1B to $5B (73)93% percentileconfidence 0.85
G•••••••• G••••• C•••••• M••••••••• L••asset managerRAUM $45.4Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (70 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, under $100M (70)96% percentileconfidence 0.85
C••••••••• W••••• C••••••asset managerRAUM $2.5Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 6.0 to 10.0 (+67.0%) between the annual amendments of 2025-03-30 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 97.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)97% percentile10.3 robust deviationsconfidence 0.85
E••••••• A••• P•••••••• L•asset managerRAUM $1.2Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 93.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)93% percentile7.8 robust deviationsconfidence 0.85
T••• L••• M••••••••• L•asset managerRAUM $1.4Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (1019 comparable advisers, 93.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,019)93% percentile7.8 robust deviationsconfidence 0.85
M••••••••• M••••••••• L••asset managerRAUM $721Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 5.0 to 9.0 (+80.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +5.0% (318 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (318)98% percentile6.5 robust deviationsconfidence 0.85
A•••••• C•••••• M••••••••• L•asset managerRAUM $599Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 6.0 to 11.0 (+83.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (489 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (489)98% percentileconfidence 0.85
S••••• P•••• C••••••• L•••asset managerRAUM $46Bprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 27.0 to 41.0 (+52.0%) between the annual amendments of 2025-04-01 and 2026-03-31; the peer median change was +5.0% (318 comparable advisers, 95.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (318)95% percentile4.1 robust deviationsconfidence 0.85
J••• G••••• L••asset managerRAUM $32Bemployee count surgeChange between filings
employees (Item 5.A) moved from 265.0 to 427.0 (+61.0%) between the annual amendments of 2025-04-14 and 2026-03-31; the peer median change was +3.0% (461 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (461)98% percentile5.9 robust deviationsconfidence 0.85
V••••• P•••• A•••••••• L••independent RIARAUM $3.9Badvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 5.0 to 8.0 (+60.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (999 comparable advisers, 97.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (999)97% percentile4.9 robust deviationsconfidence 0.85
R•• A•••• M••••••••• L••asset managerRAUM $2.7Bmany private funds relative to firm sizeStatic outlier
private funds per $1B of RAUM of 28.3 against a peer median of 4.3 (939 comparable advisers, 98.0th percentile, 7.7 robust deviations)
filing Mar 31, 2026peers: asset managers, $1B to $5B (939)98% percentile7.7 robust deviationsconfidence 0.8
C•••••••••independent RIARAUM $14BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $7,668,325,922 to $13,910,765,668 (+81.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +18.0% (271 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $5B to $20B (271)96% percentile4.2 robust deviationsconfidence 0.85
C• I••••••••• P•••••••• L••asset managerRAUM $444Mprivate fund count surgeChange between filings
private funds (Schedule D 7.B.1) moved from 2.0 to 3.0 (+50.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was 0.0% (731 comparable advisers, 95.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (731)95% percentileconfidence 0.85
A••••• A•••••••independent RIARAUM $1.3Bemployee count surgeChange between filings
employees (Item 5.A) moved from 17.0 to 31.0 (+82.0%) between the annual amendments of 2025-03-26 and 2026-03-31; the peer median change was +4.0% (1050 comparable advisers, 99.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (1,050)99% percentile7.9 robust deviationsconfidence 0.85
L••• I••••••••• M•••••••••mixed wealthRAUM $1.2Badvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 6.0 to 2.0 (-67.0%) between the annual amendments of 2025-04-28 and 2026-03-31; the peer median change was 0.0% (999 comparable advisers, 1.0th percentile of changes); IAPD lists 2 advisers registered here today
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (999)0.6% percentile5.4 robust deviationsconfidence 0.85
J•••••• C•••••• A••••••• L••independent RIARAUM $193Mclients down average size upCombination
private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $186,242,442 to $193,212,864, advisors 2 to 2, private clients 226 to 180, offices 1 to 1 (2025-03-13 to 2026-03-31)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.75
1• E••• P••••••• L••asset managerRAUM $603MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $253,416,066 to $490,271,373 (+93.0%) between the annual amendments of 2025-02-28 and 2026-03-31; the peer median change was +8.0% (671 comparable advisers, 94.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (671)94% percentile3.6 robust deviationsconfidence 0.85
V••••••••• • W•••• W••••• M••••••••• G••••independent RIARAUM $279Maccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 873.0 to 357.0 (-59.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was +5.0% (3683 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,683)2.2% percentile7.2 robust deviationsconfidence 0.85
V••••••• C•••••• A••••••• L••institutionalRAUM $2.1BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $1,333,970,000 to $2,115,440,110 (+59.0%) between the annual amendments of 2025-03-30 and 2026-03-31; the peer median change was +15.0% (105 comparable advisers, 93.0th percentile of changes)
filing Mar 31, 2026peers: institutional managers, $1B to $5B (105)93% percentile2.3 robust deviationsconfidence 0.85
G•••••• C••••••• L••asset managerRAUM $145MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $320,941,185 to $145,311,042 (-55.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)2.5% percentile2.5 robust deviationsconfidence 0.85
S•• V••••• W••••• M••••••••• C••••independent RIARAUM $101Mdiscretionary share shiftChange between filings
discretionary share of RAUM moved from 75.0% to 100.0% between the annual amendments of 2025-03-30 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (5,683)confidence 0.85
T•• I••••••••• A•••••••• L••independent RIARAUM $167MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $1,113,838,194 to $167,124,586 (-85.0%) between the annual amendments of 2025-03-03 and 2026-03-31; the peer median change was +15.0% (4546 comparable advisers, 0.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (4,546)0.1% percentile9.8 robust deviationsconfidence 0.85
C••••••• W••••• A•••••••• L••independent RIARAUM $102Maccount count collapseChange between filings
accounts (Item 5.F.2.f) moved from 3,355.0 to 422.0 (-87.0%) between the annual amendments of 2025-02-11 and 2026-03-31; the peer median change was +5.0% (3683 comparable advisers, 0.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (3,683)0.1% percentile10.4 robust deviationsconfidence 0.85
J•• C•••••• M••••••••• L•asset managerRAUM $228MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $1,192,911,428 to $228,471,001 (-81.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)0.9% percentile3.5 robust deviationsconfidence 0.85
N•••••••• B••••• L••• A••••••• I• L••asset managerRAUM $6.1BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $3,436,658,086 to $6,070,500,782 (+77.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +13.0% (632 comparable advisers, 92.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $5B to $20B (632)92% percentile3.0 robust deviationsconfidence 0.85
H•• A•••••••• L••asset managerRAUM $29BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $17,640,296,043 to $28,546,149,242 (+62.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 92.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $20B and over (470)92% percentile3.0 robust deviationsconfidence 0.85
W••••• W•••••asset managerRAUM $1.6Badvisor count dropChange between filings
advisory representatives (Item 5.B.3) moved from 6.0 to 3.0 (-50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (35 comparable advisers, 6.0th percentile of changes); IAPD lists 3 advisers registered here today
filing Mar 31, 2026peers: asset managers, $1B to $5B (35)5.9% percentile3.0 robust deviationsconfidence 0.85
B••••• P••• C•••••• M••••••••• L••mixed wealthRAUM $99.3Mclient mix shiftChange between filings
private-client share of RAUM moved from 17.0% to 44.0% between the annual amendments of 2025-03-27 and 2026-03-31
filing Mar 31, 2026peers: independent wealth managers, under $100M (707)confidence 0.85
P•••••• F••••••••independent RIARAUM $382Memployee count dropChange between filings
employees (Item 5.A) moved from 10.0 to 5.0 (-50.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (505 comparable advisers, 2.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (505)2.2% percentile3.7 robust deviationsconfidence 0.85
V••••• P•••• C••••••• L•otherRAUM $5.5BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $2,792,163,991 to $5,469,117,378 (+96.0%) between the annual amendments of 2025-03-21 and 2026-03-31; the peer median change was +9.0% (119 comparable advisers, 98.0th percentile of changes)
filing Mar 31, 2026peers: other advisers, $5B to $20B (119)98% percentile6.0 robust deviationsconfidence 0.85
B••• O•• S•••••••• E••••• A••••••• L••asset managerRAUM $614MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $310,052,863 to $613,886,404 (+98.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +8.0% (671 comparable advisers, 94.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (671)94% percentile3.8 robust deviationsconfidence 0.85
M•••••• W••••• M••••••••• I•••independent RIARAUM $137MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $11,448,363,333 to $137,123,027 (-99.0%) between the annual amendments of 2025-04-09 and 2026-03-31; the peer median change was +15.0% (4546 comparable advisers, 0.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (4,546)0.0% percentile11.2 robust deviationsconfidence 0.85
A•••••• W••••• M••••••••• L••independent RIARAUM $2.8Badvisor count surgeChange between filings
advisory representatives (Item 5.B.3) moved from 6.0 to 9.0 (+50.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was 0.0% (999 comparable advisers, 95.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $1B to $5B (999)95% percentile4.0 robust deviationsconfidence 0.85
C••••••••• W••••• C••••••asset managerRAUM $2.5BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $1,266,581,213 to $2,524,453,615 (+99.0%) between the annual amendments of 2025-03-30 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 94.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)94% percentile3.8 robust deviationsconfidence 0.85
P••••••• A••••••• S•••••••• I•••independent RIARAUM $271MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $174,840,469 to $271,312,952 (+55.0%) between the annual amendments of 2025-03-30 and 2026-03-31; the peer median change was +15.0% (4546 comparable advisers, 96.0th percentile of changes)
filing Mar 31, 2026peers: independent wealth managers, $100M to $500M (4,546)96% percentile3.9 robust deviationsconfidence 0.85
W••••••• S••••••••• I•••BD affiliatedRAUM $286MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $166,458,070 to $285,875,773 (+72.0%) between the annual amendments of 2025-03-21 and 2026-03-31; the peer median change was +17.0% (23 comparable advisers, 91.0th percentile of changes)
filing Mar 31, 2026peers: affiliated wealth managers (23)91% percentile1.8 robust deviationsconfidence 0.85
E••••• A•••• M••••••••• L•asset managerRAUM $262MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $170,791,841 to $262,490,754 (+54.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 92.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)92% percentile2.1 robust deviationsconfidence 0.85
H• P••••••• M••••••••• L••asset managerRAUM $158MRAUM down 50 %Change between filings
RAUM (Item 5.F) moved from $639,948,204 to $158,137,726 (-75.0%) between the annual amendments of 2025-03-28 and 2026-03-31; the peer median change was +4.0% (1140 comparable advisers, 1.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $100M to $500M (1,140)1.4% percentile3.3 robust deviationsconfidence 0.85
D•••••• E••••• P••••••• M••••••••• L••asset managerRAUM $670MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $391,527,151 to $669,773,501 (+71.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +8.0% (671 comparable advisers, 91.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (671)91% percentile2.6 robust deviationsconfidence 0.85
L•••• G••••• M••••••••• L•asset managerRAUM $1.4BRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $810,000,000 to $1,378,000,000 (+70.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1364 comparable advisers, 90.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $1B to $5B (1,364)90% percentile2.5 robust deviationsconfidence 0.85
I••••• C•••••• L••asset managerRAUM $556MRAUM up 50 %Change between filings
RAUM (Item 5.F) moved from $289,406,982 to $555,892,738 (+92.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +8.0% (671 comparable advisers, 94.0th percentile of changes)
filing Mar 31, 2026peers: asset managers, $500M to $1B (671)94% percentile3.5 robust deviationsconfidence 0.85

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