The G2 CAPITAL MANAGEMENT is a privately held investment adviser that advises $759.86mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. G2 CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 69.11% over the last 5-years.
The Group has been registered with the SEC for 8.23 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1600 WEST LANE AVENUE SUITE 270, COLUMBUS, OHIO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 5 investment and 1 non-investment staff. The total number of Employees increased by 20% over the last 5-years.
Their $759.86mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $463.63mn or 61.01% of Total Assets and Individuals own $12.72mn or 1.67% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $3.34mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
G2 CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.