Sg Capital Management Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 23
- Avg AUM / client
- $59.9M
- Accounts
- 25
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 13 | $1.3B | 92.9% |
| Sovereign wealth funds and foreign official institutions | 10 | $48.0M | 3.48% |
| Corporations and other businesses | Fewer than 5 clients | $49.2M | 3.57% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $245M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Cedar Street Teton Fund, Lp | Hedge Fund | Delaware | $168M | 88 |
| Cedar Street Offshore Fund, Ltd | Hedge Fund | Cayman Islands | $43.5M | 25 |
| Cedar Street Fund Lp | Hedge Fund | Delaware | $34.0M | 1 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Schneider, Glen | President | Apr 2002 (24y) | 75% or more | |
| Rudman, Nicolette | Chief Compliance Officer | Feb 2010 (17y) | Less than 5% | |
| Steinberg, Ethan, Adger | Managing Director | Apr 2023 (3y) | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $245M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Cedar Street Teton Fund, Lp | Hedge Fund | $168M | $250K | 88 |
| Cedar Street Offshore Fund, Ltd | Hedge Fund | $43.5M | $250K | 25 |
| Cedar Street Fund Lp | Hedge Fund | $34.0M | $250K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 1.61 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bnp Paribas Securities Corp. $76.8M (12% of AUM) Mar 2019
- Morgan Stanley $46.3M (3% of AUM) Mar 2026
- Pershing $41.2M (3% of AUM) Mar 2026
- Clear Street Llc $26.7M (6% of AUM) Mar 2024
- National Financial Services (Fidelity) $23.1M (2% of AUM) May 2025
- Wells Fargo $17.2M (5% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗