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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

SELECT EQUITY GROUP, INC.

CRD 108342

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ff34526-a896-0b01-fcd7-9616596f6d0f

Data as of Apr 1, 2013 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Apr 1, 2013
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $5.5BItem 5.F on the latest filing (2013-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.5B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 80
Advisory employees: 25
Accounts: 689
Private funds: 11Schedule D 7.B(1)
Private fund GAV: $2.1Bgross asset value as reported per fund; never fund size
Custody, client assets: $2.1B
SEC number: 801-41980
CRD: 108342
Filings on the tape: 4
First filed: Mar 30, 2012
Latest filed: Apr 1, 2013
Organised: Corporation, New York

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERMAN, JAMES, ROBERT	CHIEF LEGAL OFFICER	Na	yes	10/2004	Mar 30, 2012	Apr 1, 2013
BRITTON, JOHN, DELAPLAINE	PORTFOLIO MANAGER	B	yes	04/1998	Mar 30, 2012	Apr 1, 2013
CONOVER, DAVID	CHIEF FINANCIAL OFFICER	Na	yes	10/2010	Mar 30, 2012	Apr 1, 2013
LOENING, GEORGE, STABLER	CHAIRMAN OF THE BOARD AND TREASURER	D	yes	01/1990	Mar 30, 2012	Apr 1, 2013
SEIRER, DARREN	PORTFOLIO MANAGER	A	yes	10/1998	Mar 30, 2012	Apr 1, 2013
VINSONHALER, JENNIFER	CHIEF COMPLIANCE OFFICER	Na	yes	10/2010	Mar 30, 2012	Apr 1, 2013

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SELECT OFFSHORE ADVISORS, LLC	n/a	Former SEC adviser	$3.0B	N	yes	n/a
BAXTER STREET HOLDINGS, LLC	n/a	n/a	n/a	Y	yes	n/a
COOPER SQUARE HOLDINGS, LLC	n/a	n/a	n/a	Y	yes	n/a
GREAT JONES HOLDINGS, LLC	n/a	n/a	n/a	Y	yes	n/a
LAFAYETTE PARTNERS HOLDINGS, LLC	n/a	n/a	n/a	Y	yes	n/a
LAFAYETTE STREET FUND II HOLDINGS, LLC	n/a	n/a	n/a	Y	yes	n/a
LSLO PARTNERS HOLDINGS, LLC	n/a	n/a	n/a	Y	yes	n/a
SEG BLACKWALL HOLDINGS, LLC	n/a	n/a	n/a	Y	yes	n/a
SEG PARTNERS HOLDINGS, LLC	n/a	n/a	n/a	Y	yes	n/a
SEG PARTNERS II HOLDINGS, LLC	n/a	n/a	n/a	Y	yes	n/a
SELECT EQUITY HOLDINGS, LLC	n/a	n/a	n/a	Y	yes	n/a
SELECT PARTNERS ELS HOLDINGS, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2012	Apr 1, 2013	$5.5B	$5.5B	80	25	n/a	11	$2.1B
2011	Mar 30, 2012	$4.5B	$4.5B	n/a	n/a	n/a	8	$2.0B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2012	$5.5B	$4.5B	23.2%	n/a	n/a	80	n/a	n/a	n/a

Relationships

Affiliated with (2)

← SELECT OFFSHORE ADVISORS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
→ SELECT OFFSHORE ADVISORS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV

Controls (6)

← BRITTON, JOHN, DELAPLAINEOwnerPORTFOLIO MANAGER, ownership code B, individual
Mar 30, 2012 to presentfactForm ADV
← LOENING, GEORGE, STABLEROwnerCHAIRMAN OF THE BOARD AND TREASURER, ownership code D, individual
Mar 30, 2012 to presentfactForm ADV
← SEIRER, DARRENOwnerPORTFOLIO MANAGER, ownership code A, individual
Mar 30, 2012 to presentfactForm ADV
← BERMAN, JAMES, ROBERTOwnerCHIEF LEGAL OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← VINSONHALER, JENNIFEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV
← CONOVER, DAVIDOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ff34526-a896-0b01-fcd7-9616596f6d0f
First observed: Mar 30, 2012
Last observed: Apr 1, 2013 164 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SELECT EQUITY GROUP, INC.

CRD 108342

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ff34526-a896-0b01-fcd7-9616596f6d0f

Data as of Apr 1, 2013 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:01 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERMAN, JAMES, ROBERT

CHIEF LEGAL OFFICER

yes

10/2004

Mar 30, 2012

Apr 1, 2013

BRITTON, JOHN, DELAPLAINE

PORTFOLIO MANAGER

yes

04/1998

Mar 30, 2012

Apr 1, 2013

CONOVER, DAVID

CHIEF FINANCIAL OFFICER

yes

10/2010

Mar 30, 2012

Apr 1, 2013

LOENING, GEORGE, STABLER

CHAIRMAN OF THE BOARD AND TREASURER

yes

01/1990

Mar 30, 2012

Apr 1, 2013

SEIRER, DARREN

PORTFOLIO MANAGER

yes

10/1998

Mar 30, 2012

Apr 1, 2013

VINSONHALER, JENNIFER

CHIEF COMPLIANCE OFFICER

yes

10/2010

Mar 30, 2012

Apr 1, 2013

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SELECT OFFSHORE ADVISORS, LLC

n/a

Former SEC adviser

$3.0B

yes

n/a

BAXTER STREET HOLDINGS, LLC

n/a

yes

n/a

COOPER SQUARE HOLDINGS, LLC

n/a

yes

n/a

GREAT JONES HOLDINGS, LLC

n/a

yes

n/a

LAFAYETTE PARTNERS HOLDINGS, LLC

n/a

yes

n/a

LAFAYETTE STREET FUND II HOLDINGS, LLC

n/a

yes

n/a

LSLO PARTNERS HOLDINGS, LLC

n/a

yes

n/a

SEG BLACKWALL HOLDINGS, LLC

n/a

yes

n/a

SEG PARTNERS HOLDINGS, LLC

n/a

yes

n/a

SEG PARTNERS II HOLDINGS, LLC

n/a

yes

n/a

SELECT EQUITY HOLDINGS, LLC

n/a

yes

n/a

SELECT PARTNERS ELS HOLDINGS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Chicago

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2012

Apr 1, 2013

$5.5B

n/a

$2.1B

2011

Mar 30, 2012

$4.5B

n/a

$2.0B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2012

$5.5B

$4.5B

23.2%

n/a