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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 Oct 1, 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
- Website
- HTTPS://WWW.SELECTEQUITY.COM
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 766 | 755 | decreased by11 |
| Apr 1, 2026 | Employees | 200 | 171 | decreased by29 |
| Apr 1, 2026 | Clients | 930 | 766 | decreased by164 |
| Apr 1, 2026 | AUM | $40,609,132,795 | $36,383,791,684 | decreased by$4,225,341,111 |
| Apr 1, 2026 | Accounts | 936 | 770 | decreased by166 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 195 | 200 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,213 | 930 | decreased by283 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $58,473,340,769 | $40,609,132,795 | decreased by$17,864,207,974 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,218 | 936 | decreased by282 |
| Apr 1, 2022 | Employees | 170 | 195 | increased by25 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Clients | 1,108 | 1,213 | increased by105 |
| Apr 1, 2022 | AUM | $43,912,338,273 | $58,473,340,769 | increased by$14,561,002,496 |
| Apr 1, 2022 | Accounts | 1,117 | 1,218 | increased by101 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SELECT EQUITY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SELECT EQUITY” may also match similarly-named firms). Confirm identity against each filing.
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.