S2G Investments, LLC

RIASEC RegisteredEst. 2024
Total AUM
$2.6B
Discretionary
$2.5B
98% of AUM
Avg account
$287M
Accounts
9
Employees
55
Advisory reps
6

Firm details

Headquarters
Chicago, Illinois
CRD number
330022
Registered since
April 30, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

S2G Investments, LLC is a privately organized investment manager structured as an LLC and registered with the SEC in 2024. The firm operates primarily as a private equity fund manager that provides portfolio management for pooled investment vehicles and acts as sponsor, general partner and managing member of those vehicles. Its client base is institutional, and its stated fee model includes percentage-of-AUM fees, performance-based fees and other fee arrangements. The firm identifies as an active ESG investor. S2G is not positioned as a multi-state adviser or a capital allocator; instead, its activities center on managing proprietary pooled funds and related advisory roles. Ownership is listed as a blend of domestic entity and individual ownership.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Monica Jensen

    CFO & CCOCRD 7877292

  • Kevin Vincent

    Chief Compliance OfficerCRD 8031616

Contacts

3 of 4
  • Sanjeev Krishnan

    Managing PartnerCRD 2798263

  • Aaron Rudberg

    Managing PartnerCRD 5014163

  • Chuck Templeton

    Managing PartnerCRD 2517718

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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

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
210 N Carpenter St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth