S12 Group LLC

Overview

S12 Group LLC is a small privately held limited liability company that provides discretionary portfolio management primarily for individual and family clients, with capabilities to manage portfolios for small businesses and other business or institutional clients. The firm charges a percentage-of-assets fee and may also assess performance‑based fees. It identifies as a domestic entity and does not report itself as a capital allocator or an active ESG investor. The adviser is not multi-state registered and is not listed as a related or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices