RD
CFA
RD
CFA

Robert Darwell

2 Years of Experience
Nsw

Robert Darwell is a CFA-designated registered investment advisor at US Select Asset Management, INC., based in Nsw, with 2 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth. Their firm serves 5 clients with $460M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$92.7M average
Assets Under Management
$463.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.40%

This is the fee for US Select Direct Private Equity Fund, LLC. US Select Private Opportunities Fund II, LLC charges 1.035% annually. US Select Private Opportunities Fund III, LP and US Select Private Opportunities Fund IV charge 1% annually. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a statutory director of four private Australian companies: E&P Operations Pty Limited, CVC Emerging Companies IM Pty Limited, E&P Private Investments Pty Limited, and E&P Employee Investments Pty Limited. These roles involve investment-related activities and require minimal time commitment.

Employment History
Current Registrations
US Select Asset Management, LLC
December 2023 - Present · 2 yrs 5 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.