Select Offshore Advisors, LLC (New York)

Select Offshore Advisors, LLC is a large advisory firm based in New York. It manages $2.97 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2005.

Select Offshore Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Select Offshore Advisors: assets under management

The assets under management (AUM) of Select Offshore Advisors, LLC is $2.97 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 197% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.97 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $330.32 million each.

Select Offshore Advisors has custody of $2.88 billion in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Select Offshore Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Select Offshore Advisors, LLC

Robert Joseph Caruso has been acting as President since 1 Oct 2008. Jennifer Vinsonhaler joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
George Loening	Managing member	1 Aug 2001	50% - 75%	2704094
John Delaplaine Britton	Member	1 Aug 2001	50% - 75%	2519144
George Stabler Loening	Managing member	1 Aug 2001	50% - 75%	2704094
Darren Seirer	Portfolio manager	1 Aug 2001	Other	4910659
Chris Arndt	Portfolio manager	1 Nov 2001	Other	2704100
Evan Guillemin	Chief financial officer	1 Apr 2004	Other	4910673
Evan Charles Guillemin	Chief financial officer	1 Apr 2004	Other	4910673
Jennifer Adams	Chief operating officer	1 May 2004	Other	4910678
James Berman	Chief compliance officer	1 Oct 2004	Other	4910669
James Robert Berman	Chief compliance officer	1 Oct 2004	Other	4910669
Jennifer Vinsonhaler	Chief operating officer	1 Apr 2007	Other	5510077
Robert Joseph Caruso	President	1 Oct 2008	Other	4089696
Edward Paul Liang	Chief compliance officer	1 Nov 2009	Other	5701044
Jennifer Vinsonhaler	Chief compliance officer	1 Oct 2010	Other	5510077
David Conover	Chief financial officer	1 Oct 2010	Other	5774701

Based in New York

The principal office where Select Offshore Advisors, LLC performs its advisory services is located at 380 Lafayette Street, 6 Th Floor, New York, NY 10003, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.