G2 Investment Partners Management LLC (New York)

Name: G2 Investment Partners Management LLC
Address: 14 West 49 Th St, New York, NY, 10020
Telephone: 212-235-0285

G2 Investment Partners Management LLC is a large advisory firm based in New York. It manages $373.44 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014.

G2 Investment Partners Management provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

G2 Investment Partners Management: assets under management

The assets under management (AUM) of G2 Investment Partners Management LLC is $373.44 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -36% since the beginning of its operation, and $139.72 million of the total AUM is attributable to clients outside of the United States.

The firm manages $373.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.36 million each.

Investments

The firm invests in exchange traded securities the most. They account for 94% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 6% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay G2 Investment Partners Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients G2 Investment Partners Management serves?

The only and largest group of clients of G2 Investment Partners Management is pooled investment vehicles with 3 clients and $272.04 million of assets under management. Among the 6 most similar advisory firms, G2 Investment Partners Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $272.04 million for 3 clients. 50% of the firm’s clients are foreign persons or businesses.

G2 Investment Partners Management also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at G2 Investment Partners Management LLC

The company employs 5 people that are either part- or full-time employees. 60 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
Joshua M Goldberg	Managing member	1 Oct 2009	75% - 100%	2903327
Thomas (Nmn) Perrone	Chief financial officer/chief compliance officer	1 Nov 2012	Other	4742872

Based in New York

The principal office where G2 Investment Partners Management LLC performs its advisory services is located at 14 West 49 Th St, New York, NY 10020, 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 212-235-0285. The normal business hours are 9:00am-5:30pm on Monday - Friday. You can find more information about the New York firm at g2ipartners.com.