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SELECT EQUITY GROUP, L.P.
CRD 168496File 801-78977
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$36.38B
Top 10% of cohort (national)
Discretionary AUM
$36.38B
Clients
755
770 accounts
Employees
171
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Nov 26, 2013
- Principal office
- 380 LAFAYETTE STREET, NEW YORK, NY, 10003
- Phone
- (212) 475-8335
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $36.38B
- Discretionary AUM
- $36.38B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 770
- Non-discretionary accounts
- 0
- Total accounts
- 770
- AUM per client
- $48.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $302.7M |
| Non-U.S. persons | Fewer than 5 | $432.0M |
| Insurance companies | Fewer than 5 | $0 |
| Investment companies | 2 | $1.55B |
| Charitable organizations | 45 | $598.8M |
| Other investment advisers | 5 | $1.73B |
| High net worth individuals | 249 | $959.3M |
| Pooled investment vehicles | 50 | $28.74B |
| Banking or thrift institutions | Fewer than 5 | $141.3M |
| Pension and profit sharing plans | 10 | $1.09B |
| State or municipal government entities | Fewer than 5 | $279.1M |
| Individuals (other than high net worth individuals) | 387 | $536.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 766 | 755 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.