SourcingSourcing

SG CAPITAL MANAGEMENT LLC

C33
CRD 134471·SEC 801-64000·CHICAGO, IL
AUM
$1.38B
$1B+
Est. Revenue
$13.8M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$33.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SG CAPITAL MANAGEMENT LLC
CRD
134471
SEC file #
801-64000
EIN
364484222
DBA names
—

Economics

AUM
$1.38B
AUM band
$1B+
AUM trajectory
'20'26
$644.5M → $1.38B▲ +114%
Client mix
Pooled Investment Vehicles13
Sovereign Wealth Funds10

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
7 advisors → 6 advisors▼ -14%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
linkedin.com/company/80713265(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SCHNEIDER, GLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SCHNEIDER, GLEN
RUDMAN, NICOLETTE
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001510099
Edgar Registered
Yes
Edgar Filing Count
74
Edgar First Filing Date
2011-02-04
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
72
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0002060757-26-000026

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Wells Fargo9
Pershing4
E*trade4
Morgan Stanley2
Edgar Addresses
Mailing
415 N. LASALLE STREET#600CHICAGO, IL 60654
Business
415 N. LASALLE STREET#600CHICAGO, IL 60654
Edgar EIN
364484222
Edgar Recent Filings
13F-HR2026-05-08 · 0002060757-26-000026
13F-HR2026-02-13 · 0002060757-26-000004
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2562042
Trust Company Affiliate
No

People (4)

4
SCHNEIDER, GLEN
Direct Owner · 87.5%
2562042
RUDMAN, NICOLETTE
Executive Officer · 2.5%
2555599
STEINBERG, ETHAN, ADGER
Executive Officer · 2.5%
2266665
CORNFIELD, KURT, DOUGLAS
IAR
1246475