Us Select Asset Management, Llc
- Regulatory AUM
- $459M
- Discretionary
- $459M
- Clients
- 5
- Avg AUM / client
- $91.9M
- Accounts
- 5
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $459M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $486M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Us Select Private Opportunities Fund Iv | Private Equity Fund | Cayman Islands | $198M | 2 |
| Us Select Private Opportunities Fund Iii | Private Equity Fund | Cayman Islands | $137M | 3 |
| U.S. Select Direct Private Equity Ii, L.P. | Private Equity Fund | Delaware | $73.7M | 2 |
| U.S. Select Private Opportunities Fund Ii, L.P. | Private Equity Fund | Cayman Islands | $60.5M | 2 |
| U.S. Select Direct Private Equity (Us), Lp | Private Equity Fund | Delaware | $17.0M | 2 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sinex, Jonathan, Edgar | Principal | May 2013 (13y) | Less than 5% | |
| Ajaka, Joseph, Jordan | Chief Compliance Officer | Dec 2023 (3y) | Less than 5% | |
| Robert Francis Darwell | Registered representative | CFA | Dec 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| E&P Operations Pty. Ltd. | Holding Company | Dec 2012 | A | 75% or more |
| E&P Financial Group Limited | Parent Company | Mar 2016 | B | ≈ 56.25% – 100% via E&P Operations Pty. Ltd. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- E&P Financial Group Limited: 75% – 100% of E&P Operations Pty. Ltd. × 75% – 100% direct ≈ 56.25% – 100% of the firm
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 (5, $486M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Us Select Private Opportunities Fund Iv | Private Equity Fund | $198M | $1.0M | 2 |
| Us Select Private Opportunities Fund Iii | Private Equity Fund | $137M | $1.0M | 3 |
| U.S. Select Direct Private Equity Ii, L.P. | Private Equity Fund | $73.7M | $1.0M | 2 |
| U.S. Select Private Opportunities Fund Ii, L.P. | Private Equity Fund | $60.5M | $1.0M | 2 |
| U.S. Select Direct Private Equity (Us), Lp | Private Equity Fund | $17.0M | $1.0M | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.76 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
- • Percentage of assets under management
Services
- • Portfolio management for pooled investment vehicles
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 09, 2026.
View current Form ADV (SEC/IAPD) ↗