SELECT INVESTMENT SOLUTIONS, LLC
Adviser information for SELECT INVESTMENT SOLUTIONS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 38 | $25.0M |
| Non-Discretionary | 0 | $0 |
| Total | 38 | $25.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 5 | $461,279 |
| HNW Individuals | 27 | $9.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $10.4M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 1 | $273,782 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 4 | $4.1M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-123466 |
|---|---|
| SEC ERA File Number | 801-123466 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 318820 |
| Legal Entity Identifier | None |
Principal Office
1100 CONNECTICUT AVENUE, NWSUITE 300
WASHINGTON
DC
United States
Monday - Friday, 8:30 AM TO 4:30 PM
Tel: 202-833-3700, Fax: None
Chief Compliance Officer
KARA LILIAN
VICE PRESIDENT
1100 CONNECTICUT AVENUE, NW
SUITE 300
WASHINGTON
DC
United States
Tel:
202-833-3700
Fax:
202-833-3704
K******@*****************M
(Full email address available in API data)
Regulatory Contact
LARA HINES
MANAGINGDIRECTOR/CHIEFOPERATING OFFICER
1100 CONNECTICUT AVENUE, NW
SUITE 300
WASHINGTON
DC
United States
Tel:
202-833-3700
L*****@*****************M
(Full email address available in API data)
Industry Affiliates
| HINDUJA-LYNX INVESTMENT ADVISORY, LLC | Other investment adviser, including financial planners |
| LYNX INVESTMENT ADVISORY, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SELECT REAL ASSET AND WATER FUND LLC | FUND OF LONG ONLY COMMODITY RELATED EQUITY MANAGERS | $10.4M | $0.3M | 17 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LYNX INVESTMENT ADVISORY, LLC | Domestic Entity | – | MANAGING MEMBER | 02/2022 | > 75% |
| SAHIJWANI, VIPIN, (NMN) | Individual | – | PRESIDENT & CEO | 02/2022 | < 5% |
| HINES, LARA, CAROLINE | Individual | – | CHIEF OPERATIONS OFFICER | 02/2022 | < 5% |
| LILIAN, KARA, ANN | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2022 | < 5% |
| CIG CAPITAL HOLDINGS INC | Domestic Entity | LYNX INVESTMENT ADVISORY, LLC | MANAGING MEMBER | 08/2014 | > 75% |
| FARASSEIN INC. | Foreign Entity | CIG CAPITAL HOLDINGS INC | SOLE OWNER | 08/2014 | > 75% |
| EL-HARIRI, BAHAA, RAFIC | Individual | FARASSEIN INC. | SOLE OWNER | 08/2014 | > 75% |