Select Investment Solutions, LLC

Overview

Select Investment Solutions, LLC is an SEC-registered investment adviser organized as an LLC in 2022. The firm serves both individual and family clients as well as institutional clients, offering portfolio management for individuals/small businesses and for pooled investment vehicles. Its typical fee arrangements combine a percentage of assets under management with the potential for performance-based fees. The firm is not an active ESG investor and is identified in its filing as not a multi-state adviser, though it does operate multiple offices (see Location & Offices). Regulatory and industry affiliations indicate the firm acts in sponsor/GP and managing member roles for pooled vehicles; the filing also lists a related adviser relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices