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S2 FUND MANAGER, LLC

DALLAS, TX · CRD 323759 · IAPD ↗ · s2cp.com · 214-377-2977

$474.8MRegulatory AUM
14Advisory reps
42Employees
0Clients
n/aPlanning clients
6Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — S2 FUND MANAGER, LLC reported RAUM down 41% ($792.3M -> $464.7M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2025 — S2 FUND MANAGER, LLC crossed $500M in regulatory AUM ($312.2M -> $792.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
30
May 2024 — S2 FUND MANAGER, LLC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
38
April 2024 — S2 FUND MANAGER, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — S2 FUND MANAGER, LLC reported RAUM up 212% ($100.0M -> $312.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.