Finantrix Atlas peer benchmarks / Private Fund Adviser Peer Benchmark
Private Fund Adviser Peer Benchmark
Compare a private equity, hedge, venture or real estate fund adviser with peers of its size and strategy: funds, fund size and mix, from Form ADV.
Choose a fund adviser to compare it with the 100 fund advisers nearest to it in private fund gross assets, with the same strategy or across all fund advisers. You can also enter its CRD number.
How the comparison works
The data covers 11,864 fund advisers as of September 1, 2026, from SEC, Form ADV filing data for registered and exempt reporting advisers. A peer group is the 100 fund advisers closest in private fund gross assets, measured on a ratio scale, so an institution is compared with others of its own size rather than with an arbitrary band. By default the group is limited to fund advisers with the same strategy, where there are at least 5: the fund type that makes up more than half of the adviser's private funds on Form ADV; multi-strategy when none does.
A percentile says what share of the peer group reports a lower figure. Where a measure has a better direction, it is stated beside it; size and mix measures have none. Figures are as reported to the regulator and are not adjusted.
The full ranking is in Largest private fund advisers, part of the Finantrix Atlas. Other benchmarks: Bank Peer Benchmark, Credit Union Peer Benchmark, RIA Peer Benchmark, 13F Manager Peer Benchmark, Public Insurer Peer Benchmark and Public REIT Peer Benchmark.