G Squared Equity Management LP (Chicago)

G Squared Equity Management LP is a large advisory firm based in Chicago. It manages $382.35 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2018.

G Squared Equity Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

G Squared Equity Management: assets under management

The assets under management (AUM) of G Squared Equity Management LP is $382.35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 202% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $382.35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $191.17 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay G Squared Equity Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients G Squared Equity Management serves?

The only and largest group of clients of G Squared Equity Management is pooled investment vehicles with 2 clients and $382.35 million of assets under management. Among the 11 most similar advisory firms, G Squared Equity Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $382.35 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

G Squared Equity Management also advises several private funds. Namely, fifty two private equity funds. The minimum investment commitment required of non-related persons ranges from $100,000 to $5,000,000.

Careers at G Squared Equity Management LP

The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Larry Lee Aschebrook	Managing partner	1 May 2017	25% - 50%	5904857
Jeffrey Daniel Barton	Chief compliance officer	1 May 2017	Other	4696034
Luis Rivera	Partner	1 May 2017	Other	6969700
Spencer Christian Mcleod	Partner	1 May 2017	Other	5790271
90 New Montgomery Services Inc.	General partner	1 Apr 2018	75% - 100%	45-3986308
Tyson Wade Morgan	Partner	1 May 2018	Other	6969711

Based in Chicago

The principal office where G Squared Equity Management LP performs its advisory services is located at 205 N. Michigan Avenue, Chicago, IL 60601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-552-7160. The normal business hours are 8:00 - 5:00 on Monday - Friday.