POSITIVE SELECTION INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2024
Total AUM
$479M
Discretionary
$479M
100% of AUM
Avg account
$479M
Accounts
1
Employees
4
Advisory reps
3

Firm details

Headquarters
GREENWICH, Connecticut
CRD number
331469
Registered since
June 13, 2024
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Positive Selection Investment Management, LLC is structured as a limited liability company that operates primarily as a venture capital manager. The firm is SEC-registered as of 2024 and serves institutional clients through pooled investment vehicles, acting as sponsor and general partner for those vehicles. Its advisory activity centers on portfolio management for pooled funds rather than on individualized wealth management or capital-allocation services. Fee arrangements are performance‑based, consistent with venture fund economics that align manager compensation to realized returns. The firm does not present itself as an active ESG investor and is not set up as a multi‑state adviser. Its operating posture is that of an active manager and sponsor—sourcing deals, managing a pooled vehicle, and running the fund-level portfolio rather than distributing broad third‑party allocations across many strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • HARRIS BOGNER

    Chief Compliance OfficerCRD 2758877

Contacts

2 of 2
  • MICHAEL ABERMAN

    Managing MemberCRD 4782448

  • JAY MARKOWITZ

    Managing MemberCRD 5751962

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

GREENWICH, CT

FAIRFIELD

Location

GREENWICH, CT

Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
55 Old Field Point Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth