G Squared Equity Management Lp

CRD#289285
Investment Advisor Firm

Answer a few questions and
get matched with an advisor.

Find an Advisor

Overview

G Squared Equity Management Lp operates as a financial advisory company based in Chicago, Illinois. The firm handles $2.7 billion in total assets across 11 accounts, placing it among the largest firms in the nation by assets under management (AUM). It has a small group, including 23 financial advisors. G Squared Equity Management Lp is not a registered broker-dealer, meaning it is not able to buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as equities, options and bonds.

G Squared Equity Management Lp manages all of its client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make transaction decisions without needing the client's approval. The investment advisory firm's average account size is $242.6 million. An average advisor at G Squared Equity Management Lp oversees fewer than one client account, making it one of the most personalized advisor firms in the country.

G Squared Equity Management Lp's central office is located at 180 N Stetson Ave, Chicago, Illinois 60601. G Squared Equity Management Lp is legally allowed to serve customers throughout 4 states, including California, Connecticut, Florida and Illinois.

Assets Under Management

$2.7 billion

Number of Advisors

23

Disclosures

No

Office Location

180 N Stetson Ave
Chicago, IL 60601

G Squared Equity Management Lp by the Numbers

Total Assets Under Management

$2.7 billion

National Average: $8.6 billion
Total Number of Employees

37

National Average: 64
Total Number of Accounts

11

National Average: 375,227
Average Account Size

$242.6 million

National Average: $23.0 thousand
Back to Overview
Back to Overview

Fee Structure

Financial management fees usually depend on which services are offered. Fee types billed by the firm most likely consist of the following fee structures: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the company offers a service bundle for a single fee.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 26% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Back to Overview

Types of Clients

G Squared Equity Management Lp works with pooled investment vehicles. Out of its 11 clients, G Squared Equity Management Lp's biggest client by number of accounts is pooled investment vehicles. About 30% of the company's clients are from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

Find an advisor who will work directly with you

Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

Back to Overview

Disclosures

G Squared Equity Management Lp does not have any disclosures.

Please visit its Form ADV for more details.

Back to Overview
Back to Overview

Find a financial advisor near you

If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.

Back to Overview

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.