SELECT INVESTMENT SOLUTIONS, LLC

other names
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Adviser Profile
As of Date 03/15/2024
Adviser Type - Related adviser
Number of Employees 5
of those in investment advisory functions 3
Registration SEC, Approved, 3/22/2022
AUM* 25,012,661 -4.49%
of that, discretionary 25,012,661 -4.49%
Private Fund GAV* 10,405,682 -11.42%
Avg Account Size 658,228 -1.97%
% High Net Worth 71.05% 100.00%
SMA’s No
Private Funds 1
Contact Info 202 xxxxxxx

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
26M 22M 19M 15M 11M 7M 4M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$10,405,682

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Brochure Summary

Overview

Description Founded in 2022, Select Investment Solutions provides investment management services to individual and institutional clients and serves as advisor to a multi-manager private fund. Select is 100% owned by Lynx Investment Advisory, LLC which is majority owned by CIG Capital Holdings, Inc. Services Investment Advisory Services to Clients Select Investment Solutions offers targeted investment strategies for individuals and institutions on a discretionary basis. The firm uses separate accounts or limited partnerships as investment vehicles to employ its strategy. Select Investment Solutions determines a portfolio’s asset allocation, uses third-party investment managers, and or selects individual securities. It also provides full operational support. Investment Advisory Services to Funds Currently Select provides discretionary investment advice to the Select Real Asset Fund and Water Fund, LLC (the “Fund”) a Delaware limited liability company. The advisory services provided by Select to the Fund are tailored to the investment objectives, investment strategy and investment restrictions, if any, as set forth in the governing documents of the Fund and/or the investment advisory agreement entered by Select with such Fund. Select typically does not tailor its advisory
services to the individual needs of investors in a Fund; accordingly, it typically does not accept material investment restrictions imposed by such investors. In pursuing the Fund’s investment objective, Select intends to (i) select investment managers that will actively manage portions of the Fund’s portfolio, (ii) invest in pooled investment vehicles (such as private funds, mutual funds, real estate investment trusts and exchange-traded funds) managed by other managers and (iii) invest the Fund’s assets in equity securities directly. The Fund is neither registered under the Securities Act of 1933, as amended, nor registered under the Investment Company Act of 1940, as amended. Accordingly, interests in the Partnership are offered exclusively to investors satisfying the applicable eligibility and suitability requirements either in private placement transactions within the United States or in offshore transactions. Select does not manage or place Client assets into wrap fee programs. Investment management services are provided directly by Select. As of December 31, 2023, Select’s regulatory assets under management were $25,012,661. All assets are managed on a discretionary basis. This includes the assets in the Select Real Asset Fund and Water Fund, LLC.