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SELECT EQUITY GROUP, L.P.

CRD 168496 · SEC 801-78977

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380 LAFAYETTE STREET, NEW YORK, NY, 10003, United States

Phone

(212) 475-8335

Fax

(212) 475-1786

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$36.38B

Discretionary AUM

$36.38B

Team

171 total employees; 83 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Partnership

Filing date

2026-03-31

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals387$536.8M
High net worth individuals249$959.3M
Investment companies2$1.55B
Pooled investment vehicles50$28.74B
Pension/profit sharing plans10$1.09B
Charitable organizations45$598.8M
Other investment advisers5$1.73B
Corporations/business entities7$302.7M

States served

VT, AL, AZ, CA, CO, DE, DC, GA, IL, IN, KS, KY, LA, ME, MD, MA, MI, MN, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD