DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
S•• I••••••••• L••
Latest filing Aug 3, 2026
First filing on the tape May 22, 2024 · 7 filings
SEC status approved since Apr 30, 2024
RAUM
$2.6B
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
55
55 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
9
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$2.6B as of Aug 3, 2026
Jan 24, 2025$2.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 3, 2026
Jan 24, 20250 then
Employees (5.A)55 as of Aug 3, 2026
Jan 24, 202545 then
Private funds9 as of Aug 3, 2026
Jan 24, 20257 then
RAUM +6.9% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Aug 3, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $287MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.9%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $2.6B, 9 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.6B for 9 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•• S•••••••• F••• I• L• | Private Equity Fund | $600M | 1 | May 22, 2024 |
| S•• B••••••• F••• • A••••••••• F••• I••• L• | Private Equity Fund | $528M | 1 | May 22, 2024 |
| S•• V••••••• F••• I•• L••• | Private Equity Fund | $342M | 1 | May 22, 2024 |
| S•• B••••••• R•••••••• E••••• F••• I• L• | Private Equity Fund | $306M | 1 | May 22, 2024 |
| S•• B••••••• S•••••• O••••••••• F••• I• L• | Private Equity Fund | $301M | 1 | May 22, 2024 |
| S•• V••••••• F••• I• L••• | Private Equity Fund | $118M | 1 | May 22, 2024 |
| S•• B••••••• O••••• F••• I• L• | Private Equity Fund | $105M | 1 | May 22, 2024 |
Owners and control persons
Schedule A and B, latest filing
- J•••••• M•••••• S•••••• · Chief Compliance Officer, Chief Financial Officercontrolsince 02/2024 · owns less than 5%
- K••••• M••••• N•• · General Counselcontrolsince 02/2024 · owns less than 5%
- K•••••••• S••••••• N•• · Managing Partnercontrolsince 02/2024 · owns less than 5%
- R••••••• A••••• C••• · Managing Partnercontrolsince 02/2024 · owns less than 5%
- T••••••••• C••••• W••••• · Managing Partnercontrolsince 02/2024 · owns less than 5%
- K•••••••• S••••••• N•• · Trusteecontrolsince 02/2012 · owns F of S•••••• K••••••• A•• E•••••••• A• W••• R•••••••• T••••
- K•••••••• S••••••• N•• · Managercontrolsince 02/2024 · owns F of S•• M••••••••• H••••••• G•• L••
- R••••••• A••••• C••• · Managercontrolsince 02/2024 · owns F of S•• M••••••••• H••••••• G•• L••
- R••••••• A••••• C••• · Trusteecontrolsince 12/2010 · owns F of A•••• C• R•••••• D••••••••• O• T•••• U•• D•• 1•••••••••
- T••••••••• C••••• W••••• · Managercontrolsince 02/2024 · owns F of S•• M••••••••• H••••••• G•• L••
- T••••••••• J••••• L•• · Trusteecontrolsince 08/2009 · owns F of T•• C•••• T•••••••• L••••• T••••
- W•••••• L••••• T•••• · Sole Membercontrolsince 07/2013 · owns 75% or more of E•••••• L••
- W•••• E••••••••• A•• · Trusteecontrolsince 02/2012 · owns F of S•••••• K••••••• A•• E•••••••• A• W••• R•••••••• T••••
Entity owners
- S•• M••••••••• H•••••••• L• · Sole Memberdirect · owns 75% or more
- A•••• C• R•••••• D••••••••• O• T•••• U•• D•• 1••••••••• · Memberindirect · owns 25% to 50% of S•• M••••••••• H••••••• G•• L••
- E•••••• L•• · Limited Partnerindirect · owns 25% to 50% of S•• M••••••••• H•••••••• L•
- S•• M••••••••• H••••••• G•• L•• · General Partnerindirect · owns F of S•• M••••••••• H•••••••• L•
- S•••••• K••••••• A•• E•••••••• A• W••• R•••••••• T•••• · Memberindirect · owns 25% to 50% of S•• M••••••••• H••••••• G•• L••
- T•• C•••• T•••••••• L••••• T•••• · Memberindirect · owns 25% to 50% of S•• M••••••••• H••••••• G•• L••
Related persons
Schedule D 7.A
- S•• S•••••••• G• I• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- San Francisco, CA6 employees
- Cambridge, MA2 employees
What changed
consecutive filings, newest first
- Accounts · 8 to 9May 7, 2025 to Mar 31, 2026
- Advisory employees · 50 to 55May 7, 2025 to Mar 31, 2026
- Pooled vehicle clients · 8 to 9May 7, 2025 to Mar 31, 2026
- Assets in custody · $2.4B to $2.6BMay 7, 2025 to Mar 31, 2026
- Employees · 50 to 55May 7, 2025 to Mar 31, 2026
- Private funds · 7 to 9May 7, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.4B to $2.5BMay 7, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $0 to $50.0MMay 7, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.4B to $2.6BMay 7, 2025 to Mar 31, 2026
- RAUM · $2.4B to $2.6BMay 7, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 7, 2025
- Accounts · 7 to 8Jan 24, 2025 to Mar 28, 2025
- Advisory employees · 45 to 50Jan 24, 2025 to Mar 28, 2025
- Business name · S•• V••••••• to S•• I••••••••• L••Jan 24, 2025 to Mar 28, 2025
- Pooled vehicle clients · 7 to 8Jan 24, 2025 to Mar 28, 2025
- Assets in custody · $0 to $2.4BJan 24, 2025 to Mar 28, 2025
- Employees · 45 to 50Jan 24, 2025 to Mar 28, 2025
- Discretionary RAUM · $2.6B to $2.4BJan 24, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $2.6B to $2.4BJan 24, 2025 to Mar 28, 2025
- RAUM · $2.6B to $2.4BJan 24, 2025 to Mar 28, 2025
- Succession · true to falseMay 22, 2024 to Jan 24, 2025
Signals
2 dated events
- S•• V••••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)May 22, 2024 · Succession (Item 4) · fact
- S•• V••••••• filed its initial SEC registration (Form ADV)May 22, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S•• I••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- S•• V••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/s2g-investmentsreportedpublic record, Form ADV, Sep 19, 2026
- Website
- s•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 312-438-7584reportedpublic record, Form ADV, Aug 3, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026