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.