Positive Selection Investment Management, LLC

RIASEC Registered
Total AUM
$479M
Discretionary
$479M
100% of AUM
Avg account
$479M
Accounts
1
Employees
4
Advisory reps
3

Firm details

Headquarters
Greenwich, Connecticut
CRD number
331469
Registered since
June 13, 2024
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Positive Selection Investment Management, LLC is an SEC-registered investment adviser (registered in 2024) organized as an LLC and structured around venture capital fund management. The firm’s client base is institutional, and its advisory activity centers on portfolio management for pooled investment vehicles. It functions as a sponsor/GP and managing member of those vehicles and charges a performance-based fee structure. The firm reports it is not an active ESG investor and is not set up as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Sami Oudeh

    Compliance OfficerCRD 7500911

  • Jay Markowitz

    Managing MemberCRD 5751962

  • Michael Aberman

    Managing MemberCRD 4782448

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Greenwich, CT

Fairfield

Location

Greenwich, CT

Headquartered in Greenwich, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
55 Old Field Point Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth