DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

METROPOLITAN CAPITAL ADVISORS

METROPOLITAN CAPITAL SELECT, LLC, CRD 151093

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:ded09bc7-0327-5944-d63c-25479569c4e0

Data as of Mar 26, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2012 to Mar 26, 2015
6 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: $25.3MItem 5.F on the latest filing (2015-03-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $25.3M
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: 8
Advisory employees: 4
Accounts: 20
Custody, client assets: $150M
SEC number: 801-70561
CRD: 151093
Filings on the tape: 6
First filed: Mar 26, 2012
Latest filed: Mar 26, 2015
Organised: Limited Liability Company, Delaware

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
DRECHSLER, GREGORY, ALAN	CHIEF FINANCIAL OFFICER	Na	yes	01/2012	Mar 25, 2014	Mar 26, 2015
FINERMAN, KAREN, LISA	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	D	yes	05/2006	Mar 26, 2012	Mar 26, 2015
SCHWARZ, JEFFREY, EVAN	MANAGING MEMBER	C	yes	05/2006	Mar 26, 2012	Mar 26, 2015
VARDIS, THEODORA, GEORGIOS	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	06/2007	Mar 26, 2012	Mar 26, 2015
YOUNG, TERESA, LYNN	HEAD OF TRADING	Na	yes	05/2006	Mar 26, 2012	Mar 26, 2015

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
METROPOLITAN CAPITAL PARTNERS II, L.P.	n/a	Former SEC adviser	$75.3M	N	yes	n/a
METROPOLITAN CAPITAL PARTNERS III, L.P.	n/a	Former SEC adviser	$42.3M	N	yes	n/a
METROPOLITAN CAPITAL PARTNERS IV, LP	n/a	Former SEC adviser	$33.9M	N	yes	n/a

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
2014	Mar 26, 2015	$25.3M	$25.3M	8	4	n/a	n/a	n/a
2013	Mar 25, 2014	$27.3M	$27.3M	9	6	n/a	n/a	n/a
2012	Mar 25, 2013	$23.4M	$23.4M	9	6	n/a	n/a	n/a
2011	Mar 26, 2012	$25.9M	$25.9M	n/a	n/a	n/a	n/a	n/a

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
2014	$25.3M	$27.3M	-7.2%	$25.9M	-0.8%	8	9	n/a	n/a

Relationships

Affiliated with (6)

→ METROPOLITAN CAPITAL PARTNERS IV, LPRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ METROPOLITAN CAPITAL PARTNERS II, L.P.Registered adviserother investment adviser, common control
factForm ADV
→ METROPOLITAN CAPITAL PARTNERS III, L.P.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← METROPOLITAN CAPITAL PARTNERS IV, LPRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← METROPOLITAN CAPITAL PARTNERS II, L.P.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← METROPOLITAN CAPITAL PARTNERS III, L.P.Registered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Controls (5)

← SCHWARZ, JEFFREY, EVANOwnerMANAGING MEMBER, ownership code C, individual
Mar 26, 2012 to presentfactForm ADV
← VARDIS, THEODORA, GEORGIOSOwnerCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 26, 2012 to presentfactForm ADV
← FINERMAN, KAREN, LISAOwnerMANAGING MEMBER AND CHIEF EXECUTIVE OFFICER, ownership code D, individual
Mar 26, 2012 to presentfactForm ADV
← YOUNG, TERESA, LYNNOwnerHEAD OF TRADING, ownership code NA, individual
Mar 26, 2012 to presentfactForm ADV
← DRECHSLER, GREGORY, ALANOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Mar 25, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ded09bc7-0327-5944-d63c-25479569c4e0
First observed: Mar 26, 2012
Last observed: Mar 26, 2015 139 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.

METROPOLITAN CAPITAL ADVISORS

METROPOLITAN CAPITAL SELECT, LLC, CRD 151093

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:ded09bc7-0327-5944-d63c-25479569c4e0

Data as of Mar 26, 2015 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:01 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DRECHSLER, GREGORY, ALAN

CHIEF FINANCIAL OFFICER

yes

01/2012

Mar 25, 2014

Mar 26, 2015

FINERMAN, KAREN, LISA

MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER

yes

05/2006

Mar 26, 2012

Mar 26, 2015

SCHWARZ, JEFFREY, EVAN

MANAGING MEMBER

yes

05/2006

Mar 26, 2012

Mar 26, 2015

VARDIS, THEODORA, GEORGIOS

CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

yes

06/2007

Mar 26, 2012

Mar 26, 2015

YOUNG, TERESA, LYNN

HEAD OF TRADING

yes

05/2006

Mar 26, 2012

Mar 26, 2015

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

METROPOLITAN CAPITAL PARTNERS II, L.P.

n/a

Former SEC adviser

$75.3M

yes

n/a

METROPOLITAN CAPITAL PARTNERS III, L.P.

n/a

Former SEC adviser

$42.3M

yes

n/a

METROPOLITAN CAPITAL PARTNERS IV, LP

n/a

Former SEC adviser

$33.9M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2014

Mar 26, 2015

$25.3M

n/a

2013

Mar 25, 2014

$27.3M

n/a

2012

Mar 25, 2013

$23.4M

n/a

2011

Mar 26, 2012

$25.9M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2014

$25.3M

$27.3M

-7.2%

$25.9M

-0.8%

n/a