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.
SEC-registered adviser
Select Investment Solutions, LLC
Wealth manager with institutional or fund businessWashington, District of ColumbiaCRD 318820SEC 801-123466IAPD
Latest filing Mar 27, 2026
First filing on the tape Feb 15, 2022 · 8 filings
SEC status approved since Mar 22, 2022
RAUM
$37.1M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
43%
$16.1M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$18.5M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$37.1M as of Mar 27, 2026
Mar 29, 2023$26.2M then
HNW client RAUM$16.1M as of Mar 27, 2026
Mar 29, 2023$0 then
State-registered IARs (5.B.3)4 as of Mar 27, 2026
Mar 29, 20234 then
Employees (5.A)5 as of Mar 27, 2026
Mar 29, 20235 then
Private funds1 as of Mar 27, 2026
Mar 29, 20231 then
RAUM +19% over the last fiscal year+12% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $18.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 12derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $670,959derivedHNW RAUM over HNW clients
- Average account
- $904,575derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -31%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $12.5M, 1 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$16.1M56%
- Pooled investment vehicles$12.5M44%
- Individual clients
- 0reported
- HNW clients
- 24reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 41reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $12.5M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.43 fund_share=0.34 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Select Real Asset And Water Fund LLC | Other Private Fund | $10.4M | 17 | Mar 27, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Caroline Lara Hines · Chief Operations Officercontrolsince 02/2022 · owns less than 5%
- Ann Kara Lilian · Chief Compliance Officercontrolsince 02/2022 · owns less than 5%
- (Nmn) Vipin Sahijwani · President & Ceocontrolsince 02/2022 · owns less than 5%
- Rafic Bahaa El-Hariri · Sole Ownercontrolsince 08/2014 · owns 75% or more of Farassein Inc.
Entity owners
- Lynx Investment Advisory, LLC · Managing Memberdirect · owns 75% or more
- Cig Capital Holdings Inc · Managing Memberindirect · owns 75% or more of Lynx Investment Advisory, LLC
- Farassein Inc. · Sole Ownerindirect · owns 75% or more of Cig Capital Holdings Inc
Related persons
Schedule D 7.A
- Hinduja-Lynx Investment Advisory, LLCinvestment advisern
- Lynx Investment Advisory, LLCinvestment adviserpooled vehicle sponsoryRAUM $1.1B
Advisers that list Select Investment Solutions, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 44 to 41Mar 5, 2025 to Mar 27, 2026
- Charity clients · 1 to 0Mar 5, 2025 to Mar 27, 2026
- HNW clients · 35 to 24Mar 5, 2025 to Mar 27, 2026
- Assets in custody · $10.5M to $12.5MMar 5, 2025 to Mar 27, 2026
- Discretionary RAUM · $31.2M to $37.1MMar 5, 2025 to Mar 27, 2026
- HNW RAUM · $13.7M to $16.1MMar 5, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $10.5M to $12.5MMar 5, 2025 to Mar 27, 2026
- RAUM · $31.2M to $37.1MMar 5, 2025 to Mar 27, 2026
- Accounts · 38 to 44Mar 15, 2024 to Mar 5, 2025
- HNW clients · 27 to 35Mar 15, 2024 to Mar 5, 2025
- Individual clients · 5 to 0Mar 15, 2024 to Mar 5, 2025
- Assets in custody · $10.4M to $10.5MMar 15, 2024 to Mar 5, 2025
- Financial planning clients · unset to Mar 15, 2024 to Mar 5, 2025
- Discretionary RAUM · $25.0M to $31.2MMar 15, 2024 to Mar 5, 2025
- HNW RAUM · $9.8M to $13.7MMar 15, 2024 to Mar 5, 2025
- Individual RAUM · $461,279 to $0Mar 15, 2024 to Mar 5, 2025
- Pooled vehicle RAUM · $10.4M to $10.5MMar 15, 2024 to Mar 5, 2025
- RAUM · $25.0M to $31.2MMar 15, 2024 to Mar 5, 2025
- Accounts · 39 to 38Mar 29, 2023 to Mar 15, 2024
- HNW clients · 0 to 27Mar 29, 2023 to Mar 15, 2024
- Individual clients · 28 to 5Mar 29, 2023 to Mar 15, 2024
- Assets in custody · $11.7M to $10.4MMar 29, 2023 to Mar 15, 2024
- Discretionary RAUM · $26.2M to $25.0MMar 29, 2023 to Mar 15, 2024
- HNW RAUM · $0 to $9.8MMar 29, 2023 to Mar 15, 2024
- Individual RAUM · $9.0M to $461,279Mar 29, 2023 to Mar 15, 2024
- Pooled vehicle RAUM · $11.7M to $10.4MMar 29, 2023 to Mar 15, 2024
- RAUM · $26.2M to $25.0MMar 29, 2023 to Mar 15, 2024
- Accounts · 0 to 39Dec 12, 2022 to Mar 29, 2023
- Charity clients · 0 to 1Dec 12, 2022 to Mar 29, 2023
- Individual clients · 0 to 28Dec 12, 2022 to Mar 29, 2023
- Pooled vehicle clients · 0 to 1Dec 12, 2022 to Mar 29, 2023
- Assets in custody · unset to 11747743.0Dec 12, 2022 to Mar 29, 2023
- Custody of client assets · false to trueDec 12, 2022 to Mar 29, 2023
- Private funds · unset to 1Dec 12, 2022 to Mar 29, 2023
- Discretionary RAUM · $0 to $26.2MDec 12, 2022 to Mar 29, 2023
- Individual RAUM · $0 to $9.0MDec 12, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $0 to $11.7MDec 12, 2022 to Mar 29, 2023
- RAUM · $0 to $26.2MDec 12, 2022 to Mar 29, 2023
Signals
1 dated events
- Select Investment Solutions, Llc filed its initial SEC registration (Form ADV)Feb 15, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Select Investment Solutions, LLC · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Principal office phone
- 202-833-3700reportedpublic record, Form ADV, Mar 27, 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
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $18.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026