# S2G Investments, LLC

> S2G Investments, LLC is an SEC-registered investment advisory firm in Chicago, IL, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 330022
- Filed as: S2G INVESTMENTS, LLC
- Also doing business as: S2G
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330022
- AdvisorCensus page: https://advisorcensus.com/firm/s2g-investments-llc-chicago-il-330022

## Quick answers

**How is S2G Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), S2G Investments, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is S2G Investments, LLC located?**
S2G Investments, LLC's principal office is in Chicago, IL, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is S2G Investments, LLC registered with the SEC or a state?**
S2G Investments, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330022.

**How much does S2G Investments, LLC manage?**
S2G Investments, LLC reports $2,584,521,019 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (98% discretionary).

**How have S2G Investments, LLC's assets and staff changed since 2024?**
In the Form ADV data for S2G Investments, LLC: Regulatory assets under management: $2,570,256,001 in the October 2024 data and $2,584,521,019 in the October 2026 data, up 1%. Total employees: 45 in October 2024 and 55 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does S2G Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9).

**Does S2G Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/330022

**What changed in S2G Investments, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 50 to 55. Changed its office addresses in San Francisco, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $2,584,521,019
- Discretionary: $2,534,521,019
- Non-discretionary: $50,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $2,584,521,019 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 55 total, 55 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Cambridge, MA
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- s2ginvestments.com
- Facebook @s2ginvestments
- Instagram @s2ginvestments
- LinkedIn @s2g-investments
- X @S2Ginvestments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $2,570,256,001 | 45 | May 22, 2024 |
| October 2025 | $2,416,977,368 | 50 | May 7, 2025 |
| October 2026 | $2,584,521,019 | 55 | August 3, 2026 |

Regulatory assets under management: $2,570,256,001 in the October 2024 data and $2,584,521,019 in the October 2026 data, up 1%.
Total employees: 45 in October 2024 and 55 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 50 to 55.
- Changed its office addresses in San Francisco, CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. S2G Investments, LLC (CRD 330022): Form ADV filing data as of October 2026.