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
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.
You can reach the main office by calling the phone number 212-475-8335 or by fax 212-475-1786. The normal business hours are 9:00 - 5:00 on Monday - Friday.
