9AT: SELECT INVESTMENT SOLUTIONS, LLC

other names

SELECT INVESTMENT SOLUTIONS, LLC

Adviser Profile

As of Date	03/05/2025
ADV Location	WASHINGTON, DC, United States
Adviser Type - Related adviser
Number of Employees	5
of those in investment advisory functions	3
Registration	SEC, Approved, 03/22/2022

AUM^*	31,170,225 25%
of that, discretionary	31,170,225 19%
Private Fund GAV^*	10,493,811
Avg Account Size	708,414 6%
% High Net Worth	79.55% 100%
SMA’s	No
Private Funds	1
Contact Info	202 xxxxxxx

Client Types

- 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

Fund Type	Count	GAV
Fund TypeOther Private Fund	Count1	GAV$10,493,811

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CHRISTMAS CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund169.6k	Total Private Fund GAV169.6k	AUM5.2m	#Funds1
Adviser AXCENT PRIVATE CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM4.4m	#Funds-
Adviser MOTILAL OSWAL CAPITAL LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund221.6m	Total Private Fund GAV221.6m	AUM117.1m	#Funds2
Adviser CCM NEW OPPORTUNITIES, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.3m	Total Private Fund GAV1.3m	AUM1.3m	#Funds2
Adviser KLINGENSTEIN FIELDS ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser CATALYST INTERNATIONAL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund44.7m	Total Private Fund GAV44.7m	AUM44.7m	#Funds1
Adviser JUPITER ASSET MANAGEMENT US LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM20.9m	#Funds-
Adviser CAPITOLIS ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM100.3m	#Funds-
Adviser GMAG MANAGEMENT LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM47.2m	#Funds-
Adviser RADIANT GLOBAL INVESTORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM53.3m	#Funds-

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.

SELECT INVESTMENT SOLUTIONS, LLC

Adviser Profile

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Private Funds Structure

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Brochure Summary

Overview