Rlj Select Investments, LLC (Bethesda)


Rlj Select Investments, LLC is a large advisory firm based in Bethesda. It manages $48 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2006.

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

Rlj Select Investments: assets under management

The assets under management (AUM) of Rlj Select Investments, LLC is $48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 92% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $48 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rlj Select Investments, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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 Rlj Select Investments, LLC

Hazlitt Grafton Gill has served as the Chief Investment Officer since 1 Jul 2007. Alicia Lynne Marshall joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Llc Rlj Companies Member 1 Dec 2005 75% - 100% 42-1697894
Deutsche Investment Management Americas Inc. Member 1 Dec 2005 Other 104518
H. Van Sinclair Chief legal officer 1 Dec 2005 Other 5118152
Lisa W. Pickrum Acting chief operating officer 1 Dec 2005 Other 5122019
Carlton Ashly Byrd Managing director 1 Dec 2005 Other 2527209
Derek Elienathaniel Saleeby Managing director 1 Dec 2005 Other 1786188
Alicia Lynne Marshall Chief compliance officer 1 Feb 2006 Other 5118154
Hazlitt Grafton Gill Chief investment officer 1 Jul 2007 Other 2889716

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Deutsche Bank Americas Holding Corporation Direct owner 1 Apr 2002 75% - 100% 13-3645372
Taunus Corporation Indirect owner 1 Apr 2002 75% - 100% 13-4060471
Deutsche Bank Ag Indirect owner 1 Apr 2002 75% - 100% foriegn
Robert L. Johnson Direct owner 1 Dec 2004 75% - 100% 5168771

Based in Bethesda

The principal office where Rlj Select Investments, LLC performs its advisory services is located at 3 Bethesda Metro Center, Bethesda, MD 20814, 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 301-280-7700 or by fax 301-280-7798. The normal business hours are 9:00am-5:30pm on Monday - Friday. You can find more information about the New York firm at www.rljcompanies.com.