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S2G INVESTMENTS, LLC

CHICAGO, IL · CRD 330022 · IAPD ↗ · s2ginvestments.com · 312-438-7584

$2.58BRegulatory AUM
55Advisory reps
55Employees
0Clients
n/aPlanning clients
9Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

60
April 2026 — S2G INVESTMENTS, LLC grew from 50 to 55 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — S2G VENTURES is now doing business as S2G INVESTMENTS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
60
April 2025 — S2G INVESTMENTS, LLC grew from 45 to 50 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
July 2024 — S2G VENTURES (CHICAGO, IL) is newly SEC-registered with $2.57B RAUM and 45 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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