SELECTIVE ADVISORS
SELECTIVE CAPITAL SRL Legal Name
Adviser information for SELECTIVE ADVISORS last updated from Form ADV on March 29th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Romania |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| 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 | 0 | $0 |
| Non-Discretionary | 25 | $1.9M |
| Total | 25 | $1.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 23 | $1.4M |
| HNW Individuals | <5 | $502,456 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 25 |
| No. of Non-U.S. Clients | 100 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-77161 |
|---|---|
| SEC ERA File Number | 801-77161 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 164589 |
| Legal Entity Identifier | 98450046758DF82D7D95 |
Principal Office
35TH AMMAN STREET, APT 21ST DISTRICT
BUCHAREST
Romania
Monday - Friday, 10 A.M. TO 6 P.M.
Tel: 0040744331681, Fax: 0040318602100
Websites
Chief Compliance Officer
FLOREA SERBAN RADU
120 DRUMUL POTCOAVEI BL C
ET 3 APT 18
VOLUNTARI
Romania
Tel:
0040744331681
Fax:
+40318602100
S************@********M
(Full email address available in API data)
Regulatory Contact
FLOREA SERBAN RADU
120 DRUMUL POTCOAVEI BL C
ET 3 APT 18
VOLUNTARI
Romania
Tel:
0040744331681
Fax:
+40318602100
S************@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FLOREA, SERBAN, RADU | Individual | – | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | 02/2021 | > 75% |