S2G INVESTMENT ADVISERS, LLC
Adviser information for S2G INVESTMENT ADVISERS, LLC last updated from Form ADV on March 6th, 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 50 |
|---|---|
| Investment Advisory/Research | 50 |
| 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 | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPORTFOLIO COMPANY MANAGEMENT SERVICES |
|---|---|
| Compensation | % of AUMPerformance-based feesSEE SCHEDULE D - MISCELLANEOUS |
Identifiers
| SEC RIA File Number | 801-129842 |
|---|---|
| SEC ERA File Number | 801-129842 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 330236 |
| Legal Entity Identifier | None |
Principal Office
167 N. GREEN ST.SUITE 1600
CHICAGO
IL
United States
Monday - Friday, 8:30 AM - 5 PM
Tel: 773-720-8271, Fax: None
Chief Compliance Officer
MONICA JENSEN
CHIEF FINANCIAL OFFICER
167 N. GREEN ST.
SUITE 1600
CHICAGO
IL
United States
Tel:
773-720-8271
M*****@**************M
(Full email address available in API data)
Regulatory Contact
MOHIT KALRA
GENERAL COUNSEL
167 N. GREEN ST.
SUITE 1600
CHICAGO
IL
United States
Tel:
650-862-9509
M****@**************M
(Full email address available in API data)
Industry Affiliates
| S2G SOLUTIONS GP I, LP | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| S2G MANAGEMENT HOLDINGS, LP | Domestic Entity | – | SOLE MEMBER | 02/2024 | > 75% |
| RUDBERG, AARON, CARL | Individual | – | MANAGING PARTNER | 02/2024 | < 5% |
| KRISHNAN, SANJEEV, NMN | Individual | – | MANAGING PARTNER | 02/2024 | < 5% |
| S2G MANAGEMENT HOLDINGS GP, LLC | Domestic Entity | S2G MANAGEMENT HOLDINGS, LP | GENERAL PARTNER | 02/2024 | |
| TEMPLETON, CHUCK, WILSON | Individual | – | MANAGING PARTNER | 02/2024 | < 5% |
| KALRA, MOHIT, NMN | Individual | – | GENERAL COUNSEL | 02/2024 | < 5% |
| JENSEN, MONICA, SURICHA | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER | 02/2024 | < 5% |
| AARON C. RUDBERG DECLARATION OF TRUST U/A DTD 12-22-2010 | Domestic Entity | S2G MANAGEMENT HOLDINGS, LP | LIMITED PARTNER | 02/2024 | 25-50% |
| SANJEEV KRISHNAN AND ELIZABETH A. WEST REVOCABLE TRUST | Domestic Entity | S2G MANAGEMENT HOLDINGS, LP | LIMITED PARTNER | 02/2024 | 25-50% |
| THE CHUCK TEMPLETON LIVING TRUST | Domestic Entity | S2G MANAGEMENT HOLDINGS, LP | LIMITED PARTNER | 02/2024 | 25-50% |
| TEMPLETON, CHUCK, WILSON | Individual | THE CHUCK TEMPLETON LIVING TRUST | TRUSTEE | 08/2009 | |
| RUDBERG, AARON, CARL | Individual | AARON C. RUDBERG DECLARATION OF TRUST U/A DTD 12-22-2010 | TRUSTEE | 12/2010 | |
| KRISHNAN, SANJEEV, NMN | Individual | SANJEEV KRISHNAN AND ELIZABETH A. WEST REVOCABLE TRUST | TRUSTEE | 02/2012 | |
| WEST, ELIZABETH, ANN | Individual | SANJEEV KRISHNAN AND ELIZABETH A. WEST REVOCABLE TRUST | TRUSTEE | 02/2012 | |
| TEMPLETON, JULIE, LIZ | Individual | THE CHUCK TEMPLETON LIVING TRUST | TRUSTEE | 08/2009 | |
| RUDBERG, AARON, CARL | Individual | S2G MANAGEMENT HOLDINGS GP, LLC | MANAGER | 02/2024 | |
| KRISHNAN, SANJEEV, NMN | Individual | S2G MANAGEMENT HOLDINGS GP, LLC | MANAGER | 02/2024 | |
| TEMPLETON, CHUCK, WILSON | Individual | S2G MANAGEMENT HOLDINGS GP, LLC | MANAGER | 02/2024 | |
| AARON C. RUDBERG DECLARATION OF TRUST U/A DTD 12-22-2010 | Domestic Entity | S2G MANAGEMENT HOLDINGS GP, LLC | MEMBER | 02/2024 | 25-50% |
| SANJEEV KRISHNAN AND ELIZABETH A. WEST REVOCABLE TRUST | Domestic Entity | S2G MANAGEMENT HOLDINGS GP, LLC | MEMBER | 02/2024 | 25-50% |
| THE CHUCK TEMPLETON LIVING TRUST | Domestic Entity | S2G MANAGEMENT HOLDINGS GP, LLC | MEMBER | 02/2024 | 25-50% |