SELECT EQUITY GROUP, L.P.
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10-1 YoYRank #1320 of mapped providers
Assets under administration$3.4B0.0%Market share · rank #2366
Fees received$2MMedian $99,763/planSum across Schedule C direct + indirect
Net wins YoY-14 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SELECT EQUITY GROUP, L.P. plan look like?
Service mix · median fees per plan
Count of plans where SELECT EQUITY GROUP, L.P. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment management fees paid directly by plan; Investment managementCode 28 | 6 | $68,528 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 3 | $391,853 | |
Investment management fees paid directly by planCode 51 | 1 | $109,433 |
Competitor overlap
Percent of SELECT EQUITY GROUP, L.P.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SELECT EQUITY GROUP, L.P..
| Sponsor | From | Assets |
|---|---|---|
PIPE & REFRIGERATION FITTERS LOCAL 537MA · 516030859-001 | BASYS | $902M |
COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATIONMA · 046035593-334 | PANAGORA ASSET MANAGEMENT | $130M |
INSTITUTION FOR SAVINGS IN NEWBURYPORTMA · 921546128-001 | COOP. BANKS EMPLOYEES RET ASSN. | $65M |
Plans lost in 2024
Appeared last year under SELECT EQUITY GROUP, L.P.; not this year.
| Sponsor | To | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-020 | SIXTH CINVEN FUND LP | $10.6B |
CARILION CLINICVA · 541190771-001 | TROUTMAN SANDERS LLP | $1.3B |
THE METROPOLITAN MUSEUM OF ARTNY · 131624086-001 | WELLINGTON TRUST COMPANY | $238M |
OVERHEAD DOOR CORPORATIONTX · 350564120-001 | CES INS AGENCY INC | $77M |
OCEAN VIEW CAPITAL, INC.NY · 221727582-022 | TAG ASSOCIATES, LLC | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PIPE & REFRIGERATION FITTERS LOCAL 537MA · 516030859-001 | $962M | 3,883 | $90,092 | 4y | - |
PIPEFITTERS LOCAL UNION NO.537MA · 042760802-002 | $785M | 3,374 | $39,714 | 5y | - |
UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NYNY · 510172429-333 | $555M | 13,746 | $224,402 | 9y | 1 |
GREAT DANE LLCIL · 364120610-005 | $298M | 6,290 | $700,413 | 9y | - |
WILMER CUTLER PICKERING HALE AND DORR LLPMA · 041409810-006 | $230M | 355 | $109,433 | 2y | - |
HENRY CROWN AND COMPANY S LLC D/B/A CC INDUSTRIES, INC.IL · 362123962-007 | $214M | 408 | $391,853 | 9y | - |
HENRY CROWN & COMPANY S LLCIL · 362123962-101 | $159M | 765 | $313,666 | 9y | - |
COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATIONMA · 046035593-334 | $130M | 975 | $76,212 | 1y | - |
INSTITUTION FOR SAVINGS IN NEWBURYPORTMA · 921546128-001 | $65M | 257 | $60,844 | 1y | - |
ADAMS COMMUNITY BANKMA · 874185943-001 | $24M | 152 | $19,313 | 1y | - |
Flag exposure
90.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (13)
Raw Schedule C names collapsed into SELECT EQUITY GROUP, L.P..
- SELECT EQUITIES GROUP LP
- SELECT EQUITY
- SELECT EQUITY FUND
- SELECT EQUITY FUND LP
- SELECT EQUITY GROUP
- SELECT EQUITY GROUP LP
- SELECT EQUITY GROUP, INC.
- SELECT EQUITY GROUP, L.P
- SELECT EQUITY GROUP, L.P.
- SELECT EQUITY GROUP, LP
- SELECT MID CAP GR FD TRPFRONTIER
- SELECT OVERSEAS FUND MFSHARRIS
- SELECT UMA
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SELECT EQUITY GROUP, L.P.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 10.00% | 1.71% | +8.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SELECT EQUITY GROUP, L.P.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent