G2 INVESTMENT PARTNERS MANAGEMENT LLC

RIASEC RegisteredEst. 2014
Total AUM
$630M
Discretionary
$630M
100% of AUM
Avg account
$105M
Accounts
6
Employees
10
Advisory reps
2

Firm details

Headquarters
New York, New York
CRD number
163921
Registered since
July 16, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

G2 Investment Partners Management LLC is structured as an LLC and is registered with the SEC since 2014. The firm is classified as a hedge fund manager that primarily serves institutional clients and provides portfolio management for pooled investment vehicles. Its compensation model combines an asset-based fee with performance-based fees. G2 also performs sponsor/GP and related-manager roles for pooled vehicles rather than acting as a broad capital allocator. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RICHARD LAWRENSON

    Chief Financial Officer & Chief Compliance OfficerCRD 2979312

Contacts

1 of 1
  • JOSHUA GOLDBERG

    Managing PartnerCRD 2903327

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1 Rockefeller Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth