AUMdb

Selective Capital Srl

SEC-registered Wealth Manager · Boutique (under $100M) CRD 164589 · SEC file 801-77161 · Bucharest · WWW.SELECTIVECAPITAL.RO
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$4.1M
Discretionary
$4.1M
Clients
33
Avg AUM / client
$125K
Accounts
33
Employees
1

AUM over time

$11.0K $4.1M
Sep 12, 2012 Mar 31, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026

Asset allocation (SMA assets by investment type)

as of Mar 31, 2026
Exchange-traded equities
$3.1M 76%
Non-investment-grade bonds
$782K 19%
Cash & equivalents
$206K 5%

Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 30 $3.0M 73.8%
High net worth individuals 2 $337K 8.19%
Investment companies 1 $741K 18.0%

People (1)

NameRole / titleCredentialsWith firm sinceOwnership
Florea, Serban, Radu Chief Operating Officer, Chief Compliance Officer, Chief Executive Officer Feb 2021 (6y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/31/2026 848 KB 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

  • Percentage of assets under management
  • Hourly charges
  • Performance-based fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for businesses/institutional clients

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 31, 2026.

View current Form ADV (SEC/IAPD) ↗