SG Capital Management LLC

RIASEC RegisteredEst. 2005

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$55.1M

Accounts

25

Employees

10

Advisory reps

3

Firm details

Headquarters: Chicago, Illinois
CRD number: 134471
Registered since: April 13, 2005
Website: sgcapitalmgt.com
Custodians: MORGAN STANLEY & CO. LLC, PERSHING LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles92.95%
Corporations / Businesses3.57%
Sovereign Wealth Funds3.48%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

SG Capital Management LLC is a privately owned, SEC-registered hedge fund manager formed in 2005 that primarily serves institutional clients. The firm provides discretionary portfolio management across individual and small-business accounts, pooled investment vehicles and institutional or corporate mandates. Its commercial structure includes both asset-based fees and performance-based compensation, and it is not registered as a multi-state or ESG-focused adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Cash & Cash Equivalents63%
Exchange Traded Equities37%

Owners & executives

1 of 1

Nicolette Rudman
COO & CCOCRD 2555599

Contacts

2 of 2

Ethan Steinberg
Portfolio ManagerCRD 2266665
Glen Schneider
PresidentCRD 2562042

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$14M in ETFs

Passive

100%

$14M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) S&P(R) REGIONAL BANKING ETF (KRE)	State Street	Passive	Financial	$7M	93,482	50.00%

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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: 415 N La Salle Dr
Time zone: CT (UTC-6)
Office locations

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