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Adviser Profile

As of Date 04/02/2024
Adviser Type - Large advisory firm
Number of Employees 33 10.00%
of those in investment advisory functions 14
Registration SEC, 120-Day Approval, 3/13/2023
Other registrations (1)
AUM* 312,207,616 100.00%
of that, discretionary 312,207,616
Private Fund GAV* 287,447,160 187.30%
Avg Account Size 156,103,808
SMA’s No
Private Funds 2 2
Contact Info 214 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1 1 1 1
2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count2 GAV$287,447,160

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Brochure Summary

Overview

Description of Firm S2 Fund Manager, LLC is a registered investment adviser based in Dallas, TX. We are organized as a limited liability company ("LLC") under the laws of the State of Delaware and obtained legal formation on November 18, 2021. We are primarily owned by Scott B. Everett.
The following paragraphs describe our services and fees. Refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words "we," "our," and "us" refer to S2 Fund Manager, LLC and the words "you," "your," and "client" refer to you as either a client or prospective client of our firm.
Portfolio Management Services S2 Fund Manager, LLC provides discretionary investment advisory services to real estate private funds (the "Funds" and each a "Fund"). S2 Fund Manager, LLC and/or its affiliates also serve as the managing member, general partner, sponsor, and/or manager of and, where applicable, the investment adviser to, the Funds and other pooled real estate investment vehicles. The detailed terms, strategies and risks applicable to the Funds are described in each Fund's organizational and
offering documents regarding the investment of investor funds based on the individual needs of the Fund. Details of the guidelines, parameters and restrictions on investments relating to the Funds may be found in the applicable Fund's Private Placement Memorandum.
A Fund's general partner may, in its sole discretion, make available co-investment opportunities to another fund managed by S2 Fund Manager, LLC or an affiliate or strategic or other investors. S2 Fund Manager, LLC in its sole discretion shall allocate the available investment among the Funds and the persons, if any, who are co-investing (subject to certain limitations in the Governing Documents). Co-investment opportunities may be offered to some but not all investors. Each Fund is exempt from registration as an investment company under the U.S. Investment Company Act, as amended (the "Investment Company Act"), under Section 3(c)(1) or 3(c)(7) thereof although each Fund reserves the right to rely upon one or more other exemptions in its (and its general partner) discretion.
Assets Under Management As of March 22, 2024, we provide continuous management services for $312,207,616 in client assets on a discretionary basis.