Select Investment Solutions, Llc
- Regulatory AUM
- $37.1M
- Discretionary
- $37.1M
- Clients
- 32
- Avg AUM / client
- $1.2M
- Accounts
- 41
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 24 | $16.1M | 43.4% |
| Pooled investment vehicles (non-investment companies) | 1 | $12.5M | 33.7% |
| Other | 7 | $8.5M | 22.9% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $10.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Select Real Asset And Water Fund Llc | Other Private Fund | Delaware | $10.4M | 17 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| El Hariri, Bahaa, Rafic | Sole Owner | Aug 2014 (12y) | ≈ 31.64% – 100% via Farassein Inc. | |
| Hines, Lara, Caroline | Chief Operations Officer | Feb 2022 (5y) | Less than 5% | |
| Kara Ann Lilian | Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Vipin (Nmn) Sahijwani | President & Ceo | CFA | Feb 2022 (5y) | Less than 5% |
| Peter Metodiev Pavlov | Registered representative | Dec 2022 (4y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lynx Investment Advisory, Llc | Managing Member | Feb 2022 | A | 75% or more |
| Cig Capital Holdings Inc | Managing Member | Aug 2014 | B | ≈ 56.25% – 100% via Lynx Investment Advisory, Llc |
| Farassein Inc. | Sole Owner | Aug 2014 | B | ≈ 42.19% – 100% via Cig Capital Holdings Inc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- El Hariri, Bahaa, Rafic: 75% – 100% of Farassein Inc. × 75% – 100% of Cig Capital Holdings Inc × 75% – 100% of Lynx Investment Advisory, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Cig Capital Holdings Inc: 75% – 100% of Lynx Investment Advisory, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Farassein Inc.: 75% – 100% of Cig Capital Holdings Inc × 75% – 100% of Lynx Investment Advisory, Llc × 75% – 100% direct ≈ 42.19% – 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 (1, $10.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Select Real Asset And Water Fund Llc | Other Private Fund | $10.4M | $250K | 17 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.22 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Fidelity Distributors Company Llc $31.6M (85% of AUM) Mar 2026
- Charles Schwab & Co. $4.5M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗