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 organized as a multi-strategy investment manager that runs hedge funds, private equity and venture vehicles while also acting as sponsor and general partner of pooled investment vehicles. The firm registered with the SEC in 2013 and serves both individual/family and institutional clients. Its advisory services include portfolio management for individuals and small businesses, investment companies, pooled investment vehicles and institutions. Select Equity charges a combination of AUM-based and performance-based fees and is registered as a CPO/CTA. The manager is not positioned as a capital allocator and is not identified as an active ESG investor.