3G CAPITAL LLC

Overview

3g Capital LLC is a small, fee‑based registered investment adviser that focuses on portfolio management for individual and family clients. The firm runs a predominantly equity‑oriented strategy, allocating the vast majority of its assets to exchange‑traded equities and related vehicles. Its business model is percentage‑of‑AUM fees and it operates on a discretionary basis, which suggests a hands‑on portfolio management approach for a compact client roster. The firm does not position itself as an ESG investor and is not listed as a multi‑state adviser. 3g Capital LLC’s client base is made up of individuals and families, and its advisory activity centers on managing separate accounts and pooled mutual fund exposures rather than acting as a large-scale capital allocator. The firm uses third‑party fund managers for alternative exposures through fund‑of‑fund structures, and it also deploys mutual funds as part of client strategies.

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Public Holdings

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Location & Offices