SELECT EQUITY GROUP, L.P.

380 Lafayette Street
New York, New York 10003
Tel: (212) 475-8335

About SELECT EQUITY GROUP, L.P.

SELECT EQUITY GROUP, LP, formally registered with the SEC as SELECT EQUITY GROUP, LP. The firm was established in 11/26/2013. They have over 3 offices throughout the country.

SELECT EQUITY GROUP, L.P. is a New York, New York based Financial Planning firm with nearly $46,642,934,611 assets under management, offering retirement planning & investment advisory services to 1024 clients. The firm is staffed with 203 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168496
SEC#	801-78977
Assets Managed by Firm	$46,642,934,611
No. of Clients	1024
No. of Advisors	203

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1024	$46,642,934,611
Individuals (other than high net worth individuals)	494	$591,227,103
High net worth individuals	357	$1,465,216,097
Pension and profit sharing plans	17	$1,290,691,821
Charitable organizations	66	$1,008,778,670
Other investment advisers	9	$2,131,371,557
Corporations or other businesses	10	$409,427,858

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