S2G INVESTMENTS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$2.6B
Discretionary
$2.5B
98% of AUM
Avg account
$287M
Accounts
9
Employees
55
Advisory reps
6

Firm details

Headquarters
CHICAGO, Illinois
CRD number
330022
Registered since
April 30, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

S2G Investments, LLC is organized as a limited liability company that operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm is SEC-registered (2024) and takes sponsor/GP and managing-member roles in the pooled vehicles it runs, performing portfolio management and related governance for those funds. Fee arrangements include a percentage of assets under management and performance-based components. The firm identifies as an active ESG investor, integrating environmental, social, or governance factors into its investment process and manager selection. Its business orientation is toward institutional capital rather than retail or high-net-worth individuals.

Assets & Accounts

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

2 of 2
  • MONICA JENSEN

    CFO & CCOCRD 7877292

  • Kevin Vincent

    Chief Compliance OfficerCRD 8031616

Contacts

3 of 4
  • SANJEEV KRISHNAN

    Managing PartnerCRD 2798263

  • AARON RUDBERG

    Managing PartnerCRD 5014163

  • CHUCK TEMPLETON

    Managing PartnerCRD 2517718

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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
210 N Carpenter St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth