SELECT EQUITY GROUP, L.P. of NEW YORK, NY is an SEC-registered investment adviser (CRD 168496). Regulatory assets under management: $36.4B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| George Stabler Loening | CHAIRMAN; LIMITED PARTNER; MANAGING MEMBER (+1 more) | — |
| Edward Paul Liang | CHIEF LEGAL OFFICER | — |
| Jennifer Anne Vinsonhaler | CHIEF COMPLIANCE OFFICER | — |
| David Dewitt Conover | CHIEF FINANCIAL OFFICER | — |
| BRITTON JOHN DELAPLAINE | PORTFOLIO MANAGER | — |
| LOENING GEORGE STABLER | CHAIRMAN; CHAIRMAN AND TREASURER; LIMITED PARTNER (+2 more) | — |
| BERMAN JAMES ROBERT | CHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT | — |
| SEIRER DARREN | PORTFOLIO MANAGER | — |
| VINSONHALER JENNIFER | CHIEF COMPLIANCE OFFICER | — |
| CONOVER DAVID | CHIEF FINANCIAL OFFICER | — |
| LIANG EDWARD PAUL | CHIEF LEGAL OFFICER | — |
| VINSONHALER JENNIFER ANNE | CHIEF COMPLIANCE OFFICER | — |
| CONOVER DAVID DEWITT | CHIEF FINANCIAL OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2021-05-10 | regulatory | ON MAY 10, 2021, THE SWISS FEDERAL DEPARTMENT OF FINANCE ("FDF") OPENED AN INVESTIGATION AGAINST GEORGE LOENING IN HIS CAPACITY AS DEEMED CONTROLLER OF CERTAIN U.S. INVESTMENT FUNDS ADVISED BY SELECT EQUITY GROUP, L.P. FOR A SUSPECTED VIOLATION OF THE SWISS RULES CONCERNING THE DISCLOSURE OF SIGNIFI… | Final | $10K |