SG CAPITAL MANAGEMENT LLC
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
FINTRXOverview
SG Capital Management LLC is an SEC-registered investment adviser organized as an LLC and operating as a hedge fund manager that serves primarily institutional clients. The firm provides portfolio management across several client types, including individuals and small businesses, pooled investment vehicles, and institutional/business accounts. Its compensation structure combines an asset-based fee with performance-linked fees. The firm is not positioned as an ESG-focused manager, is not a multi-state adviser, and does not list pension consulting or capital-allocation services among its activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents63%
- Exchange Traded Equities37%
Owners & executives
1 of 1NICOLETTE RUDMAN
COO & CCOCRD 2555599
Contacts
2 of 2ETHAN STEINBERG
Portfolio ManagerCRD 2266665
GLEN SCHNEIDER
PresidentCRD 2562042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$22.2M in ETFs
100%
$22.2M
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 | $11.1M | 170,595 | 50.00% |
Location
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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