G2 Investment Partners Management Llc
- Regulatory AUM
- $630M
- Discretionary
- $630M
- Clients
- 9
- Avg AUM / client
- $70.0M
- Accounts
- 6
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $630M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $401M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| G2 Investment Partners Qp Lp master | Hedge Fund | Delaware | $253M | 21 |
| G2 Investment Partners Lp | Hedge Fund | Delaware | $93.7M | 58 |
| G2 New Issue Fund Qp Lp master | Hedge Fund | Delaware | $34.2M | 13 |
| G2 Long Only Fund Qp Lp master | Hedge Fund | Delaware | $20.2M | 9 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Goldberg, Joshua, M | Managing Member | Oct 2009 (17y) | 75% or more | |
| Lawrenson, Richard, Charles | Chief Financial Officer/Chief Compliance Officer | Oct 2022 (4y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $401M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| G2 Investment Partners Qp Lp | Hedge Fund | $253M | $1.0M | 21 |
| G2 Investment Partners Lp | Hedge Fund | $93.7M | $1.0M | 58 |
| G2 New Issue Fund Qp Lp | Hedge Fund | $34.2M | $1.0M | 13 |
| G2 Long Only Fund Qp Lp | Hedge Fund | $20.2M | $5.0M | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.9 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Morgan Stanley $172M (29% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗