S2 G Investments, Llc
- Regulatory AUM
- $2.6B
- Discretionary
- $2.5B
- Clients
- 9
- Avg AUM / client
- $287M
- Accounts
- 9
- Employees
- 55
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $2.6B | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $2.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| S2 G Solutions Fund I, Lp | Private Equity Fund | Delaware | $600M | 1 |
| S2 G Builders Food & Agriculture Fund Iii, Lp | Private Equity Fund | Delaware | $528M | 1 |
| S2 G Ventures Fund Ii, L.P. | Private Equity Fund | Delaware | $342M | 1 |
| S2 G Builders Renewable Energy Fund I, Lp | Private Equity Fund | Delaware | $306M | 1 |
| S2 G Builders Special Opportunities Fund I, Lp | Private Equity Fund | Delaware | $301M | 1 |
| S2 G Ventures Fund I, L.P. | Private Equity Fund | Delaware | $118M | 1 |
| S2 G Builders Oceans Fund I, Lp | Private Equity Fund | Delaware | $105M | 1 |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Templeton, Julie | Trustee | Aug 2009 (17y) | GP / trustee / elected manager of The Chuck Templeton Living Trust (indirect) | |
| West, Elizabeth, Ann | Trustee | Feb 2012 (15y) | GP / trustee / elected manager of Sanjeev Krishnan And Elizabeth A. West Revocable Trust (indirect) | |
| Walton, Lukas, Tyler | Sole Member | Jul 2013 (13y) | ≈ 14.06% – 50% via Eat Lw, Llc | |
| Jensen, Monica, Suricha | Chief Compliance Officer, Chief Financial Officer | Feb 2024 (3y) | Less than 5% | |
| Kalra, Mohit, Nmn | General Counsel | Feb 2024 (3y) | Less than 5% | |
| Krishnan, Sanjeev, Nmn | Managing Partner | Feb 2024 (3y) | Less than 5% | |
| Rudberg, Aaron, Carl | Managing Partner | Feb 2024 (3y) | Less than 5% | |
| Templeton, Chuck, Wilson | Managing Partner | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| S2 G Management Holdings, Lp | Sole Member | Apr 2024 | A | 75% or more |
| Eat Lw, Llc | Limited Partner | Apr 2024 | B | ≈ 18.75% – 50% via S2 G Management Holdings, Lp |
| Aaron C. Rudberg Declaration Of Trust U/A Dtd 12 22 2010 | Member | Feb 2024 | B | 25% – 50% of S2 G Management Holdings Gp, Llc (indirect) |
| Sanjeev Krishnan And Elizabeth A. West Revocable Trust | Member | Feb 2024 | B | 25% – 50% of S2 G Management Holdings Gp, Llc (indirect) |
| The Chuck Templeton Living Trust | Member | Feb 2024 | B | 25% – 50% of S2 G Management Holdings Gp, Llc (indirect) |
| S2 G Management Holdings Gp, Llc | General Partner | Feb 2024 | B | GP / trustee / elected manager of S2 G Management Holdings, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Walton, Lukas, Tyler: 75% – 100% of Eat Lw, Llc × 25% – 50% of S2 G Management Holdings, Lp × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Eat Lw, Llc: 25% – 50% of S2 G Management Holdings, Lp × 75% – 100% direct ≈ 18.75% – 50% of the firm
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 (7, $2.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| S2 G Solutions Fund I, Lp | Private Equity Fund | $600M | $5.0M | 1 |
| S2 G Builders Food & Agriculture Fund Iii, Lp | Private Equity Fund | $528M | $0 | 1 |
| S2 G Ventures Fund Ii, L.P. | Private Equity Fund | $342M | $0 | 1 |
| S2 G Builders Renewable Energy Fund I, Lp | Private Equity Fund | $306M | $0 | 1 |
| S2 G Builders Special Opportunities Fund I, Lp | Private Equity Fund | $301M | $0 | 1 |
| S2 G Ventures Fund I, L.P. | Private Equity Fund | $118M | $0 | 1 |
| S2 G Builders Oceans Fund I, Lp | Private Equity Fund | $105M | $0 | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 2.79 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
- • Other fees
- • SEE SCHEDULE D - MISCELLANEOUS
Services
- • Portfolio management for pooled investment vehicles
- • 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: Aug 03, 2026.
View current Form ADV (SEC/IAPD) ↗