S2 Fund Manager, LLC

RIASEC RegisteredEst. 2023
Total AUM
$475M
Discretionary
$475M
100% of AUM
Avg account
$79.1M
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 LLC (registered in 2023) that operates as a manager and sponsor of pooled real estate investment vehicles. The firm targets institutional clients and functions as sponsor, general partner, and managing member for its funds, providing portfolio management for pooled investment vehicles rather than one-off advisory services to retail households. Its compensation combines a percentage-of-AUM fee with performance-based fees. The firm is organized under individual ownership and is not structured as a multi-state or capital-allocating adviser, nor does it identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

    Marc Everett

    COOCRD 7656802

  • Megan Knauss

    Megan Knauss

    CFOCRD 7656804

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Contacts

2 of 2
  • Patrick Connell

    Patrick Connell

    Division DirectorCRD 4581411

  • Jenna Rowley

    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