G SQUARED EQUITY MANAGEMENT LP
Adviser information for G SQUARED EQUITY MANAGEMENT LP last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 37 |
|---|---|
| Investment Advisory/Research | 22 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 12 | $3.1B |
| Non-Discretionary | 0 | $0 |
| Total | 12 | $3.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $0 |
| HNW Individuals | <5 | $0 |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 12 | $3.1B |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 25 |
Services
| Advisory Services | INVESTMENT ADVISER TO PRIVATE FUNDS |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-112429 |
|---|---|
| SEC ERA File Number | 801-112429 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 289285 |
| Legal Entity Identifier | None |
Principal Office
180 N STETSON AVESUITE 5100
CHICAGO
IL
United States
Monday - Friday, 8:00 - 5:00
Tel: 312-552-7160, Fax: None
Chief Compliance Officer
CALEB HANLON
CHIEF COMPLIANCE OFFICER
180 N STETSON AVE
SUITE 5100
CHICAGO
IL
United States
Tel:
312-663-7313
C******@***********M
(Full email address available in API data)
Regulatory Contact
JEFFREY BARTON
CHIEF LEGAL OFFICER
180 N STETSON AVE
SUITE 5100
CHICAGO
IL
United States
Tel:
312-663-7319
J***@***********M
(Full email address available in API data)
Industry Affiliates
| G SQUARED EQUITY GP IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| G SQUARED EQUITY GP V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| G SQUARED EQUITY GP VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| G SQUARED B.I.G. LLC | Private Equity Fund | $3.1M | $0.1M | 3 |
| G SQUARED B.I.T. LLC | Private Equity Fund | $4.2M | $0.1M | 2 |
| G SQUARED IV, LP | Private Equity Fund | $180.0M | $2.5M | 85 |
| G SQUARED IV, SCSP | Private Equity Fund | $201.1M | $2.5M | 139 |
| G SQUARED OPPORTUNITIES FUND IV LLC | Private Equity Fund | $124.3M | $0.1M | 332 |
| G SQUARED OPPORTUNITIES FUND V LLC | Private Equity Fund | $389.0M | $0.1M | 382 |
| G SQUARED OPPORTUNITIES FUND VI LLC | Private Equity Fund | $168.9M | $0.1M | 312 |
| G SQUARED OPPORTUNITIES ICAV | Private Equity Fund | $111.8M | $0.1M | 36 |
| G SQUARED V, LP | Private Equity Fund | $564.0M | $2.5M | 528 |
| G SQUARED V, SCSP | Private Equity Fund | $816.5M | $2.5M | 405 |
| G SQUARED VI, LP | Private Equity Fund | $274.0M | $2.5M | 363 |
| G SQUARED VI, SCSP | Private Equity Fund | $262.0M | $2.5M | 172 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ASCHEBROOK, LARRY, LEE | Individual | – | MANAGING PARTNER | 05/2017 | 50-75% |
| BARTON, JEFFREY, DANIEL | Individual | – | CHIEF LEGAL OFFICER | 05/2017 | < 5% |
| 90 NEW MONTGOMERY SERVICES INC. | Domestic Entity | – | GENERAL PARTNER | 04/2018 | < 5% |
| Rivera, Luis | Individual | – | PARTNER | 05/2017 | 5-10% |
| MORGAN, TYSON, WADE | Individual | – | PARTNER | 05/2018 | 5-10% |
| MCLEOD, SPENCER, CHRISTIAN | Individual | – | PARTNER | 05/2017 | 10-25% |
| Hanlon, Caleb, John | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2022 | < 5% |
| HARRIS, RICHARD, BLAKE | Individual | – | PARTNER | 12/2019 | 5-10% |
| HOBAN, THOMAS, LAWRENCE | Individual | – | CHIEF OPERATING OFFICER | 02/2020 | < 5% |