Asset manager · Washington, DC
Select Investment Solutions, LLC
SEC-registered investment adviser · CRD 318820 · SEC 801-123466
At a glance
Select Investment Solutions, LLC is an SEC-registered investment adviser based in Washington, District of Columbia, with $37 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 24 individual clients. By Form ADV it is a asset manager, ranked 2,464th of 3,218 asset managers and 16,040th of 17,210 SEC-registered advisers by assets.
Main office 202-833-3700As filed on Form ADV
- Regulatory AUM
- $37M
- Rank among asset managers
- #2,464 of 3,218
- Rank among all SEC RIAs
- #16,040 of 17,210
- Rank in District of Columbia
- #55 of 59
- Individual clients
- 24
- High-net-worth clients
- 24
- Accounts
- 41
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Vipin (. SahijwaniPresident & CEO
- Lara C. HinesChief Operations Officer
- Kara A. LilianChief Compliance Officer
Custody and brokerage
2 custodians
- Fidelity Distributors Company$32M88%
- Charles Schwab$4M12%
Other RIAs using Fidelity Distributors CompanyOther multi-custodian RIAs
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 24 | $16M | 43% |
| Pooled investment vehicles | 1 | $12M | 34% |
| Other | 7 | $8M | 23% |
Private funds
Select Investment Solutions, LLC reports 1 private funds with $12M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Select Investment Solutions, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Select Investment Solutions, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
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- Growth over one, three and five years
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- Rank against 220 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Select Investment Solutions, LLC manage?
Select Investment Solutions, LLC reports $37 million in regulatory assets under management across 41 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Select Investment Solutions, LLC?
Select Investment Solutions, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Select Investment Solutions, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($16 million, 24 clients); pooled investment vehicles ($12 million, 1 clients); other ($8 million, 7 clients).
Does Select Investment Solutions, LLC manage private funds?
Yes. It reports 1 private funds with $12 million in gross assets, including other private funds.
Does Select Investment Solutions, LLC have any disciplinary history?
Select Investment Solutions, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Select Investment Solutions, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →