Futureselect Portfolio Management, Inc.
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $56.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Merriwell Fund Lp master | Hedge Fund | Delaware | $37.9M | 19 |
| Telesis Iiw, Llc | Hedge Fund | Delaware | $15.0M | 10 |
| .,,The Merriwell Fund, Llc master | Hedge Fund | Delaware | $1.8M | 19 |
| Futureselect Prime Advisor Ii, Llc master | Hedge Fund | Delaware | $1.7M | 1 |
| Aldarra Fund Spv Prime Advisor Segregated Portfolio feeder | Hedge Fund | Cayman Islands | $53.7K | 0 |
| Aldarra Fund Spv Merriwell Segregated Portfolio feeder | Hedge Fund | Cayman Islands | $26.0K | 0 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ward, Dianne, Carole | Director | May 1990 (36y) | 50% – 75% | |
| Ward, Ronald, Compton | President And Chief Compliance Officer | May 1990 (36y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $56.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Merriwell Fund Lp | Hedge Fund | $37.9M | $500K | 19 |
| Telesis Iiw, Llc | Hedge Fund | $15.0M | $250K | 10 |
| .,,The Merriwell Fund, Llc | Hedge Fund | $1.8M | $500K | 19 |
| Futureselect Prime Advisor Ii, Llc | Hedge Fund | $1.7M | $1.0M | 1 |
| Aldarra Fund Spv Prime Advisor Segregated Portfolio | Hedge Fund | $53.7K | $1.0M | 0 |
| Aldarra Fund Spv Merriwell Segregated Portfolio | Hedge Fund | $26.0K | $1.0M | 0 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.55 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗