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SELECT EQUITY GROUP, L.P.
CRD 168496 · SEC 801-78977
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 387 | $536.8M |
| High net worth individuals | 249 | $959.3M |
| Investment companies | 2 | $1.55B |
| Pooled investment vehicles | 50 | $28.74B |
| Pension/profit sharing plans | 10 | $1.09B |
| Charitable organizations | 45 | $598.8M |
| Other investment advisers | 5 | $1.73B |
| Corporations/business entities | 7 | $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