S2 FUND MANAGER, LLC

RIASEC RegisteredEst. 2023
Total AUM
$465M
Discretionary
$465M
100% of AUM
Avg account
$77.5M
Accounts
6
Employees
42
Advisory reps
6

Firm details

Headquarters
DALLAS, Texas
CRD number
323759
Registered since
March 13, 2023
Website
s2cp.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

S2 Fund Manager, LLC is an SEC-registered limited liability company that operates as a real estate fund adviser and serves institutional clients. The firm is set up to manage pooled investment vehicles and frequently acts in sponsor and general partner roles, serving as managing member for its funds. Its compensation mix combines a percentage-of-assets fee with performance-based fees. S2 is not flagged as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Darci Eurich

    Chief People OfficerCRD 7893762

  • MARC EVERETT

    COOCRD 7656802

  • MEGAN KNAUSS

    CFOCRD 7656804

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Contacts

2 of 2
  • PATRICK CONNELL

    Division DirectorCRD 4581411

  • JENNA ROWLEY

    General Counsel & CCOCRD 7654259

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2801 N Harwood St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth