Sg Select, LLC (Boca Raton)

Name: Sg Select, LLC
Address: 5100 Town Center Circle, Boca Raton, FL, 33486
Telephone: 561-465-7070

Sg Select, LLC is a related adviser based in Boca Raton. It manages $13.57 million of regulatory assets for 46 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Florida and Massachusetts.

Sg Select provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sg Select: assets under management

The assets under management (AUM) of Sg Select, LLC is $13.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 141% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.57 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $295.04 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sg Select, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sg Select, LLC

Richard David Steinberg has been acting as President since 1 Aug 2012. Norman Steinberg joined the executive team most recently as the Director/Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steinberg Global Asset Management Ltd	Registered investment advisor-managing member	1 Jan 1993	75% - 100%	107522
Richard David Steinberg	President/elected manager	1 Aug 2012	Other	1556310
Norman Steinberg	Director/member	1 Aug 2012	Other	434855
John W Schott	Director/member	1 Aug 2012	Other	4351347
Harold Nahigian	Director/member	1 Aug 2012	Other	4351350
Kenneth A Pritzker	Director/member	1 Aug 2012	Other	2729591
Tara Leigh Elmaleh	Chief financial officer/chief compliance officer/head trader/member	1 Aug 2012	Other	5101994
Jacques Rene Elmaleh	Director of research/portfolio manager/member	1 Aug 2012	Other	4631268
Lisa Marie Marsden	Chief compliance officer/chief technology officer	1 Aug 2012	Other	4784109

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Richard David Steinberg	President	1 Jan 1993	50% - 75%	1556310

Based in Boca Raton

The principal office where Sg Select, LLC performs its advisory services is located at 5100 Town Center Circle, Boca Raton, FL 33486, 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 561-465-7070 or by fax 561-465-7071. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at sgselect.com.