G Squared Equity Management Lp
- Regulatory AUM
- $6.6B
- Discretionary
- $6.6B
- Clients
- 16
- Avg AUM / client
- $412M
- Accounts
- 16
- Employees
- 42
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | — | — |
| High net worth individuals | Fewer than 5 clients | — | — |
| Banking or thrift institutions | Fewer than 5 clients | — | — |
| Pooled investment vehicles (non-investment companies) | 16 | $6.6B | 100.0% |
| Pension and profit sharing plans | Fewer than 5 clients | — | — |
| Charitable organizations | Fewer than 5 clients | — | — |
| State or municipal government entities | Fewer than 5 clients | — | — |
| Other investment advisers | Fewer than 5 clients | — | — |
| Insurance companies | Fewer than 5 clients | — | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | — | — |
| Corporations and other businesses | Fewer than 5 clients | — | — |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $3.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| G Squared V, Scsp | Private Equity Fund | Luxembourg | $816M | 405 |
| G Squared V, Lp | Private Equity Fund | Delaware | $564M | 528 |
| G Squared Opportunities Fund V Llc | Private Equity Fund | Delaware | $389M | 382 |
| G Squared Vi, Lp | Private Equity Fund | Delaware | $274M | 363 |
| G Squared Vi, Scsp | Private Equity Fund | Luxembourg | $262M | 172 |
| G Squared Iv, Scsp | Private Equity Fund | Luxembourg | $201M | 139 |
| G Squared Iv, Lp | Private Equity Fund | Delaware | $180M | 85 |
| G Squared Opportunities Fund Vi Llc | Private Equity Fund | Delaware | $169M | 312 |
| G Squared Opportunities Fund Iv Llc | Private Equity Fund | Delaware | $124M | 332 |
| G Squared Opportunities Icav | Private Equity Fund | Ireland | $112M | 36 |
| G Squared B.I.T. Llc | Private Equity Fund | Delaware | $4.2M | 2 |
| G Squared B.I.G. Llc | Private Equity Fund | Delaware | $3.1M | 3 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aschebrook, Larry, Lee | Managing Partner | May 2017 (9y) | 50% – 75% | |
| Barton, Jeffrey, Daniel | Chief Legal Officer | May 2017 (9y) | Less than 5% | |
| Mcleod, Spencer, Christian | Partner | May 2017 (9y) | 10% – 25% | |
| Rivera, Luis | Partner | May 2017 (9y) | 5% – 10% | |
| Morgan, Tyson, Wade | Partner | May 2018 (8y) | 5% – 10% | |
| Harris, Richard, Blake | Partner | Dec 2019 (7y) | 5% – 10% | |
| Hoban, Thomas, Lawrence | Chief Operating Officer | Feb 2020 (7y) | Less than 5% | |
| Hanlon, Caleb, John | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 90 New Montgomery Services Inc. | General Partner | Apr 2018 | A | 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 (12, $3.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| G Squared V, Scsp | Private Equity Fund | $816M | $2.5M | 405 |
| G Squared V, Lp | Private Equity Fund | $564M | $2.5M | 528 |
| G Squared Opportunities Fund V Llc | Private Equity Fund | $389M | $100K | 382 |
| G Squared Vi, Lp | Private Equity Fund | $274M | $2.5M | 363 |
| G Squared Vi, Scsp | Private Equity Fund | $262M | $2.5M | 172 |
| G Squared Iv, Scsp | Private Equity Fund | $201M | $2.5M | 139 |
| G Squared Iv, Lp | Private Equity Fund | $180M | $2.5M | 85 |
| G Squared Opportunities Fund Vi Llc | Private Equity Fund | $169M | $100K | 312 |
| G Squared Opportunities Fund Iv Llc | Private Equity Fund | $124M | $100K | 332 |
| G Squared Opportunities Icav | Private Equity Fund | $112M | $100K | 36 |
| G Squared B.I.T. Llc | Private Equity Fund | $4.2M | $100K | 2 |
| G Squared B.I.G. Llc | Private Equity Fund | $3.1M | $100K | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 4.11 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
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
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) ↗