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Trustee · S2g Investments, LLC

Julie Templeton

CRD 7114893 · Named on Form ADV at 2 SEC-registered advisers

At a glance

S2g Investments, LLC, an SEC-registered private fund adviser based in Chicago, IL with $2.6 billion in regulatory assets, lists Julie Templeton on its Form ADV as Trustee, a control person. The SEC filings also name Julie at 1 other registered adviser.

Firms and roles

  • S2g Investments, LLCTrusteePrivate fund adviser · Chicago, IL · $2.6B in regulatory assets
  • Impact EngineTrusteePrivate fund adviser · Chicago, IL · $247M in regulatory assets

AtlasMembers

Julie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

7 more people named with Julie on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.