G Squared Equity Management LP

RIASEC RegisteredEst. 2018
Total AUM
$6.6B
Discretionary
$6.6B
100% of AUM
Avg account
$412M
Accounts
16
Employees
42
Advisory reps
8

Firm details

Headquarters
Chicago, Illinois
CRD number
289285
Registered since
February 8, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%

Firm profile

FINTRX

Overview

G Squared Equity Management LP is an institutional registered investment adviser organized as a limited partnership and SEC-registered in 2018. Its client base is institutional, and the firm acts as sponsor, general partner, and managing member of pooled investment vehicles rather than functioning primarily as a third-party capital allocator. Fee arrangements include percentage-of-assets-under-management fees and performance-based compensation. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Thomas Hoban

    Chief Operating OfficerCRD 4721624

  • Caleb Hanlon

    Caleb Hanlon

    Chief Compliance OfficerCRD 7529307

Contacts

3 of 6
  • Spencer Mcleod

    Spencer Mcleod

    PartnerCRD 5790271

  • Larry Aschebrook

    Larry Aschebrook

    Managing PartnerCRD 5904857

  • Tyson Morgan

    Tyson Morgan

    PartnerCRD 6969711

Unlock 3 more contacts

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
180 N Stetson Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth