G2 Investment Partners seeks superior risk-adjusted returns by investing primarily in U.S. listed stocks using fundamental analysis. They manage assets for private funds and offer investment advisory services through managed accounts. Investment objectives and strategies for managed accounts can be similar to those of the funds. G2 Investment Partners does not limit the types of investment advisory services offered or the types of securities they may invest in.
Assets Under Management$590M
Clients9
AdvisorsN/A
Avg. per Client$66M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
G2 Investment Partners manages investments for private funds and managed accounts.
Private Investment Funds:
- Charge a quarterly management fee calculated annually, ranging from 1% to 1.75% of the fund's assets.
- Also receive a performance-based allocation ranging from 10% to 20% of net profits, depending on the fund series or class.
Managed Accounts:
- Fees and incentive allocations are determined on a client-by-client basis and may differ from those of the funds. Fees may be higher than those charged to other clients with comparable accounts. G2 Investment Partners may waive or rebate fees at its discretion.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.