DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
S••••• E••••• G••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Dec 13, 2013 · 41 filings
SEC status approved since Nov 26, 2013
RAUM
$36B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
4.1%
$1.5B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
171
83 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
35
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$36B as of Mar 31, 2026
Mar 28, 2014$14B then
HNW client RAUM$959M as of Mar 31, 2026
Mar 29, 2018$2.2B then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20140 then
Employees (5.A)171 as of Mar 31, 2026
Mar 28, 201485 then
Private funds35 as of Mar 31, 2026
Mar 28, 201423 then
RAUM -10% over the last fiscal year-6.9% a year over threeIARs 0 to 0offices 2 to 1
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.9MderivedHNW RAUM over HNW clients
- Average account
- $47.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 6.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -10%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- -18%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companiesreportedItem 5.G
- Custody
- $219M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$29B79%
- Other investment advisers$1.7B4.7%
- Investment companies$1.5B4.3%
- Pension and profit-sharing plans$1.1B3.0%
- High-net-worth individuals$959M2.6%
- Charitable organizations$599M1.6%
- Individuals$537M1.5%
- Sovereign wealth funds$432M1.2%
- Corporations and businesses$303M0.8%
- State and municipal entities$279M0.8%
- Banks and thrifts$141M0.4%
- Individual clients
- 387reported
- HNW clients
- 249reported
- Pension plan clients
- 10reported
- Charitable clients
- 45reported
- Accounts
- 770reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $219M for 2 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.04 fund_share=0.88 institutional_share=0.07 related_bd=false related_bank=true bd_reps=3.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
47 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•• P••••••• I•• L••• | Hedge Fund | $9.6B | 1,672 | Mar 30, 2012 |
| S•• P••••••• O••••••• M••••• F•••• L••• | Hedge Fund | $5.8B | 909 | Mar 30, 2012 |
| B•• S••••• E••••• M••••• F•••• L••• | Other Private Fund | $2.1B | 1 | Mar 30, 2016 |
| B••••• S••••• O••••••• M••••• F•••• L••• | Hedge Fund | $1.5B | 83 | Jan 29, 2015 |
| B••••• S••••• F••• I•• L••• | Hedge Fund | $1.3B | 214 | Nov 26, 2014 |
| S••••• E••••• F•••• L••• | Hedge Fund | $1.1B | 173 | Mar 30, 2012 |
| B••••• S••••• F•••• L••• | Hedge Fund | $1.0B | 55 | Nov 26, 2012 |
| C••••• S••••• F•••• L••• | Hedge Fund | $959M | 57 | Mar 30, 2012 |
| S••••• E••••• O••••••• M••••• F•••• L••• | Hedge Fund | $784M | 82 | Mar 30, 2012 |
| S•• P••••••• L••• | Hedge Fund | $752M | 74 | Mar 30, 2012 |
| L•••••••• S••••• F••• I•• L•••no longer reported | Hedge Fund | $683M | 97 | Mar 30, 2012 |
| L•••••••• O••••••• M••••• F•••• L•••no longer reported | Hedge Fund | $441M | 101 | Mar 30, 2012 |
| C••••• S••••• F••• I•• L••• | Hedge Fund | $425M | 281 | Nov 28, 2017 |
| G•••• J•••• F•••• L••• | Hedge Fund | $423M | 80 | Mar 30, 2012 |
| S••••••• S••••• O••••••• M••••• F•••• L••• | Hedge Fund | $396M | 43 | Mar 31, 2020 |
| G•••• J•••• O••••••• M••••• F•••• L••• | Hedge Fund | $391M | 28 | Mar 30, 2012 |
| S••••• P••••••• E•• M••••• F•••• L••• | Hedge Fund | $331M | 6 | Nov 26, 2012 |
| S••••••• S••••• F•••• L••• | Hedge Fund | $326M | 53 | Mar 29, 2019 |
| C••••• S••••• O••••••• M••••• F•••• L••• | Hedge Fund | $311M | 18 | Mar 31, 2021 |
| S••••••• A••••• L••• | Hedge Fund | $303M | 64 | Nov 27, 2020 |
| S••••••• S••••• F••• I•• L••• | Hedge Fund | $250M | 77 | Mar 31, 2021 |
| C••••• S••••• F•••• L••• | Hedge Fund | $209M | 38 | Mar 29, 2018 |
| L•••••••• S••••• F•••• L•••no longer reported | Hedge Fund | $196M | 84 | Mar 30, 2012 |
| A•••• P•••• F••• I• L••• | Private Equity Fund | $158M | 16 | Feb 25, 2020 |
| C••••• S••••• O••••••• M••••• F•••• L••• | Hedge Fund | $147M | 67 | Nov 12, 2013 |
| L••• P••••••• F•••• L•••no longer reported | Hedge Fund | $145M | 2 | Aug 28, 2012 |
| A•••• P•••• S•••••• I••••••••• L••• | Private Equity Fund | $142M | 25 | Feb 28, 2019 |
| L• C••••••••• O••••••• M••••• F•••• L•••no longer reported | Hedge Fund | $121M | 5 | Mar 30, 2012 |
| S•• L•• O••••••• M••••• F•••• L•••no longer reported | Hedge Fund | $99.2M | 2 | Aug 28, 2012 |
| H••••• S••••• F•••• L••• | Hedge Fund | $93.3M | 22 | Mar 31, 2020 |
| S•• B•••••••• F•••• L••• | Hedge Fund | $88.2M | 15 | Mar 30, 2012 |
| H•••••• A••••••••• L••• | Private Equity Fund | $68.3M | 8 | Feb 28, 2015 |
| B•••••••• P•••••• F•••• L•••no longer reported | Hedge Fund | $67.8M | 2 | Dec 13, 2013 |
| P••••••• S••••• O••••••• M••••• F•••• L••no longer reported | Hedge Fund | $67.4M | 2 | Mar 30, 2012 |
| S•• P••••••• I••• L••• | Hedge Fund | $40.1M | 56 | Aug 8, 2023 |
| S••••• I••••••••• E•• M••••• F•••• L•••no longer reported | Hedge Fund | $39.1M | 4 | Mar 28, 2014 |
| S•• V••••• X•••• L••• | Venture Capital Fund | $37.8M | 17 | Mar 31, 2023 |
| S••••• P••••••• E••• L•••no longer reported | Hedge Fund | $21.8M | 2 | Nov 26, 2012 |
| S••••••• A•••• I•• L••• | Hedge Fund | $20.7M | 7 | Mar 31, 2022 |
| A•••• P•••• D••••• I•••••••• I•• L••• | Private Equity Fund | $19.0M | 4 | Feb 25, 2020 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• D••••• D••••• · Chief Financial Officercontrolsince 10/2010 · owns less than 5%
- L••••• E•••••• P••• · Chief Legal Officercontrolsince 07/2013 · owns less than 5%
- L••••••• G•••••• S•••••• · Chairmancontrolsince 01/1990 · owns less than 5%
- V••••••••• J•••••••• A••• · Chief Compliance Officercontrolsince 10/2010 · owns less than 5%
- L••••••• G•••••• S•••••• · L•••••• Partnercontrolsince 11/2013 · owns 50% to 75% of S••••• E••••• P•••••••• L•••
- L••••••• G•••••• S•••••• · Managing Membercontrolsince 11/2013 · owns 75% or more of S••••• E••••• G•• L••
- L••••••• G•••••• S•••••• · Shareholder And D•••••Orcontrolsince 11/2013 · owns 75% or more of S•• L••••• S• C••••
Entity owners
- S•• L••••• S• C•••• · L•••••• Partnerdirect · owns 5% to 10%
- S••••• E••••• G•• L•• · General Partnerdirect · owns less than 5%
- S••••• E••••• P•••••••• L••• · L•••••• Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- A•••• P•••• S• G•• L•••pooled vehicle sponsorn
- A•••• P•••• S• G•• L••n
- B••••• S••••• H••••••• I•• L••bankpooled vehicle sponsorn
- B••••• S••••• H•••••••• L••bankpooled vehicle sponsorn
- C••••• S••••• H••••••• I•• L••bankpooled vehicle sponsorn
- C••••• S••••• H•••••••• L••bankpooled vehicle sponsorn
- C••••• S••••• H•••••••• L••bankpooled vehicle sponsorn
- F••• P••••• F•••• H•••••••• L••bankpooled vehicle sponsorn
- G•••• J•••• H•••••••• L••bankpooled vehicle sponsorn
- H•••••• H•••••••• L••pooled vehicle sponsorn
- H•• H•••••••• L••bankpooled vehicle sponsorn
- S•• B•••••••• H•••••••• L••bankpooled vehicle sponsorn
- S•• C••••• R••••••• U••n
- S•• P••••••• H••••••• I••• L••bankpooled vehicle sponsorn
- S•• P••••••• H•••••••• L••bankpooled vehicle sponsorn
- S•• P••••••• I• H•••••••• L••bankpooled vehicle sponsorn
- S•• R••••••• H• L••••••n
- S•• V••••• X••• H•••••••• L••pooled vehicle sponsorn
- S••••• E••••• G•••• U• L••••••n
- S••••• E••••• H•••••••• L••pooled vehicle sponsorn
- S••••••• S••••• H••••••• I•• L••bankpooled vehicle sponsorn
- S••••••• S••••• H•••••••• L••bankpooled vehicle sponsorn
- S••••••• A•••• H••••••• I•• L••bankpooled vehicle sponsorn
- S••••••• A•••• H•••••••• L••bankpooled vehicle sponsorn
- W••••••••• S••••• H•••••••• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Seattle, WA6 employees
- Chicago, IL4 employees
What changed
consecutive filings, newest first
- Accounts · 936 to 770Apr 8, 2025 to Mar 31, 2026
- Advisory employees · 95 to 83Apr 8, 2025 to Mar 31, 2026
- BD registered reps · 0 to 3Apr 8, 2025 to Mar 31, 2026
- Charity clients · 58 to 45Apr 8, 2025 to Mar 31, 2026
- Corporate clients · 8 to 7Apr 8, 2025 to Mar 31, 2026
- HNW clients · 307 to 249Apr 8, 2025 to Mar 31, 2026
- Individual clients · 470 to 387Apr 8, 2025 to Mar 31, 2026
- Pension plan clients · 11 to 10Apr 8, 2025 to Mar 31, 2026
- Pooled vehicle clients · 51 to 50Apr 8, 2025 to Mar 31, 2026
- Assets in custody · $212M to $219MApr 8, 2025 to Mar 31, 2026
- Employees · 200 to 171Apr 8, 2025 to Mar 31, 2026
- Other offices · 2 to 1Apr 8, 2025 to Mar 31, 2026
- Private funds · 37 to 35Apr 8, 2025 to Mar 31, 2026
- Discretionary RAUM · $41B to $36BApr 8, 2025 to Mar 31, 2026
- HNW RAUM · $1.3B to $959MApr 8, 2025 to Mar 31, 2026
- Individual RAUM · $627M to $537MApr 8, 2025 to Mar 31, 2026
- Pension RAUM · $1.0B to $1.1BApr 8, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $32B to $29BApr 8, 2025 to Mar 31, 2026
- RAUM · $41B to $36BApr 8, 2025 to Mar 31, 2026
- Accounts · 1,024 to 936Feb 18, 2025 to Apr 8, 2025
- Advisory employees · 94 to 95Feb 18, 2025 to Apr 8, 2025
- Charity clients · 66 to 58Feb 18, 2025 to Apr 8, 2025
- Corporate clients · 10 to 8Feb 18, 2025 to Apr 8, 2025
- HNW clients · 357 to 307Feb 18, 2025 to Apr 8, 2025
- Individual clients · 494 to 470Feb 18, 2025 to Apr 8, 2025
- Pension plan clients · 17 to 11Feb 18, 2025 to Apr 8, 2025
- Pooled vehicle clients · 47 to 51Feb 18, 2025 to Apr 8, 2025
- Assets in custody · $194M to $212MFeb 18, 2025 to Apr 8, 2025
- Employees · 203 to 200Feb 18, 2025 to Apr 8, 2025
- Financial planning clients · unset to Feb 18, 2025 to Apr 8, 2025
- Discretionary RAUM · $47B to $41BFeb 18, 2025 to Apr 8, 2025
- HNW RAUM · $1.5B to $1.3BFeb 18, 2025 to Apr 8, 2025
- Individual RAUM · $591M to $627MFeb 18, 2025 to Apr 8, 2025
- Pension RAUM · $1.3B to $1.0BFeb 18, 2025 to Apr 8, 2025
- Pooled vehicle RAUM · $37B to $32BFeb 18, 2025 to Apr 8, 2025
- RAUM · $47B to $41BFeb 18, 2025 to Apr 8, 2025
- Private funds · 35 to 37Aug 29, 2024 to Feb 18, 2025
- Private funds · 34 to 35Mar 28, 2024 to Aug 29, 2024
- Accounts · 1,186 to 1,024Aug 8, 2023 to Mar 28, 2024
- Advisory employees · 93 to 94Aug 8, 2023 to Mar 28, 2024
Signals
6 dated events
- S••••• E••••• G••••• L••• reported RAUM $58.5B, up 33% from $43.9B (2021-05-10 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Robert James Berman (Executive Vice President) no longer on Schedule A of S••••• E••••• G••••• L••• (listed 2021-05-10, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- S••••• E••••• G••••• L••• reported RAUM $43.9B, up 39% from $31.6B (2020-11-27 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- S••••• E••••• G••••• L••• reported RAUM $31.6B, up 35% from $23.4B (2020-02-25 to 2020-03-31)Mar 31, 2020 · RAUM change · derived
- S••••• E••••• G••••• L••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Dec 13, 2013 · Succession (Item 4) · fact
- S••••• E••••• G••••• L••• filed its initial SEC registration (Form ADV)Dec 13, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Select Equity Group LP · Family Officesshared crd · office
- S••••• E••••• G••••• L••• · Independent Sponsorsshared crd · capital_provider
- S••••• E••••• G••••• L••• · Private Equityshared crd · organization
- S••••• E••••• G••••• L••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/select-equity-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H••••://WWW.S•••••EQUITY.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (212) 475-8335reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026