| 10-Q | 2019-11-07 | Filed 2019-11-14 |
| 10-Q | 2019-09-30 | Filed 2019-11-14 |
| 10-Q | 2019-06-30 | Filed 2019-08-14 |
| 10-Q | 2019-06-30 | Filed 2019-08-14 |
| 10-Q | 2019-03-31 | Filed 2019-05-15 |
| 10-Q | 2019-03-31 | Filed 2019-05-15 |
| 10-K | 2018-12-31 | Filed 2019-04-01 |
| 10-K | 2018-12-31 | Filed 2019-04-01 |
| 10-Q | 2018-09-30 | Filed 2018-11-14 |
| 10-Q | 2018-06-30 | Filed 2018-08-09 |
| 10-Q | 2018-03-31 | Filed 2018-05-15 |
| 10-K | 2017-12-31 | Filed 2018-03-29 |
| 10-Q | 2017-09-30 | Filed 2017-11-14 |
| 10-Q | 2017-06-30 | Filed 2017-08-10 |
| 10-Q | 2017-06-30 | Filed 2017-08-10 |
| 10-Q | 2017-03-31 | Filed 2017-05-12 |
| 10-Q | 2017-03-31 | Filed 2017-05-12 |
| 10-K | 2016-12-31 | Filed 2017-03-16 |
| 10-K | 2016-12-31 | Filed 2017-03-16 |
| 10-Q | 2016-09-30 | Filed 2016-11-14 |
| 10-Q | 2016-09-30 | Filed 2016-11-14 |
| 10-Q | 2016-06-30 | Filed 2016-08-11 |
| 10-Q | 2016-06-30 | Filed 2016-08-11 |
| 8-K | 2019-11-14 | |
| 8-K | 2019-10-28 | |
| 8-K | 2019-08-14 | |
| 8-K | 2019-07-29 | |
| 8-K | 2019-07-29 | |
| 8-K | 2019-05-29 | |
| 8-K | 2019-05-15 | |
| 8-K | 2019-04-18 | |
| 8-K | 2019-04-15 | |
| 8-K | 2019-04-01 | |
| 8-K | 2019-03-29 | |
| 8-K | 2019-03-27 | |
| 8-K | 2019-03-15 | |
| 8-K | 2019-03-08 | |
| 8-K | 2019-02-08 | |
| 8-K | 2019-02-05 | |
| 8-K | 2019-01-02 | |
| 8-K | 2018-12-18 | |
| 8-K | 2018-11-14 |
| Comps ($'000 TTM) | Market Cap | Gross Margin | EV/EBITDA | Ret on Assets | Assets | Liabilities | Revenue | G Profit | Net Income | EBITDA | EV |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Financial Partners (FOCS) | 1,112,936 | 0% | 40.2 | 1% | 2,644,628 | 1,831,054 | 1,138,034 | 0 | 19,094 | 26,418 | 1,061,673 |
| Virtus Investment Partners (VRTS) | 938,892 | 0% | 7.3 | 2% | 3,113,131 | 2,343,905 | 555,227 | 0 | 76,819 | 130,436 | 951,855 |
| Pzena Investment (PZN) | 620,309 | 0% | 10.9 | 28% | 177,699 | 82,049 | 112,318 | 0 | 49,153 | 53,358 | 583,591 |
| Och-Ziff (OZM) | 606,414 | 0% | 13.4 | 2% | 1,213,650 | 907,273 | 325,547 | 0 | 27,485 | 58,613 | 782,655 |
| Diamond Hill Investment Group (DHIL) | 466,807 | 0% | 5.9 | 16% | 289,711 | 55,827 | 100,717 | 0 | 45,230 | 59,598 | 348,693 |
| Westwood Holdings (WHG) | 287,045 | 0% | 17.3 | 5% | 177,313 | 27,254 | 91,582 | 0 | 8,783 | 13,236 | 228,673 |
| Value Line (VALU) | 246,781 | 0% | 13.1 | 12% | 101,605 | 50,074 | 37,932 | 0 | 12,645 | 18,388 | 241,681 |
| Silvercrest Asset Management (SAMG) | 119,602 | 0% | 3.4 | 8% | 203,098 | 107,863 | 99,147 | 0 | 16,451 | 23,195 | 78,761 |
| Hennessy Advisors (HNNA) | 75,850 | 0% | 4.0 | 10% | 110,208 | 34,680 | 42,715 | 0 | 11,031 | 17,154 | 68,538 |
| US Global Investors (GROW) | 32,530 | 0% | -4.8 | -28% | 20,037 | 1,605 | 4,598 | 0 | -5,610 | -6,012 | 28,887 |
| Manning & Napier (MN) | 30,441 | 61% | -4.0 | 6% | 223,499 | 70,463 | 103,269 | 62,494 | 12,713 | 14,664 | -57,942 |
| Puhui Wealth Investment (PHCF) | 0% | 14,377 | 2,569 | 0 | 0 | 0 | 0 | -482 | |||
| Apollo Global Management (APO) | 0% | 1.5 | 10% | 8,064,304 | 5,221,871 | 1,902,192 | 0 | 800,919 | 687,259 | 1,044,047 | |
| BrightSphere Investment (BSA) | 0% | -1.3 | 8% | 1,432,300 | 1,279,600 | 404,900 | 0 | 111,000 | 93,100 | -124,700 | |
| Moelis (MC) | -0.4 | 13% | 806,237 | 441,657 | 0 | 0 | 108,542 | 139,605 | -49,642 | ||
| PJT Partners (PJT) | 0% | -1.7 | 4% | 856,318 | 322,115 | 647,076 | 0 | 38,438 | 61,968 | -108,039 | |
| KKR (KKR) | 0% | 5.5 | 5% | 57,645,049 | 29,059,852 | 2,979,773 | 0 | 2,940,747 | 3,979,149 | 22,023,985 | |
| Hamilton Lane (HLNE) | 0% | -0.0 | 23% | 445,382 | 240,751 | 261,962 | 0 | 103,048 | 139,360 | -5,976 | |
| Medley LLC (MDLQ) | 0% | 0.5 | -15% | 74,683 | 165,645 | 51,444 | 0 | -11,277 | -2,173 | -1,011 | |
| Medley (MDLY) | 0% | -0.9 | 1% | 92,486 | 162,514 | 63,139 | 0 | 1,050 | 13,160 | -11,698 |