SELECT EQUITY GROUP, L.P.

RIASEC RegisteredEst. 2013

Total AUM

$36.4B

Discretionary

$36.4B

100% of AUM

Avg account

$47.3M

Accounts

770

Employees

171

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 168496
Registered since: November 26, 2013
Website: www.selectequity.com
Custodians: THE BANK OF NEW YORK MELLON, CHARLES SCHWAB & CO., INC., STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles78.98%
Other Investment Advisers4.74%
Investment Companies4.26%
Pension & Profit Sharing Plans2.99%
HNWI2.64%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Select Equity Group, L.P. is a limited partnership registered with the SEC in 2013 that operates as a multi-strategy fund manager with hedge fund, private equity and venture capital activity. The firm serves both individual/family and institutional clients and provides portfolio management across pooled vehicles, investment companies and private clients. It operates as a sponsor/GP/managing member of pooled investment vehicles and is also identified as a CPO/CTA. Its compensation includes asset-based fees and performance fees. The firm is not identified as an active ESG investor and is organized under domestic entity/individual ownership.