SCS CAPITAL MANAGEMENT LLC
Latest filing: Feb 28, 2025 (50 days ago)
AUM
$39,641,140,653
31% change vs. 1 year ago
23% change vs. 3 years ago
78% change vs. 5 years ago
181% change vs. 10 years ago
Employee Count
175
38% change vs. 1 year ago
52% change vs. 3 years ago
101% change vs. 5 years ago
165% change vs. 10 years ago
Main Office
BOSTON, MA
888 BOYLSTON STREET, BOSTON, MA, UNITED STATES, 02199
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $35.1 |
| Non-Discretionary | $4.6 |
| Total | $39.6 |
| Client | AUM |
|---|---|
| Retail | $23.3 |
| Pooled | $15.2 |
| Institutional | $1.1 |
| Total | $39.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 421 | $23.3 |
| Average HNW AUM | $55,424,129 | |
| Retail Total | 421 | $23.3 |
| Average Retail AUM | $55,424,129 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | BOSTON-MA-USA | $6.5 |
| CHARLES SCHWAB & CO., INC. | ORLANDO-FL-USA | $2.8 |
| FNZ TRUST COMPANY | BOSTON-MA-USA | $1.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $24.5 |
| Retail SMA AUM | $23.3 |
| Institutional SMA AUM | $1.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 24% | $5.9 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.7 |
| Municipal | 3% | $0.7 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.2 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 44% | $10.8 |
| Other Pools | 17% | $4.2 |
| Cash | 7% | $1.7 |
| Other | 1% | $0.2 |
| Total | 100% | $24.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CONNECTUS WEALTH, LLC | $8.7 | 310912 | |
| DOUGLAS LANE & ASSOCIATES, LLC | $7.6 | 282563 | |
| GYL FINANCIAL SYNERGIES, LLC | $6.1 | 284758 | |
| CRESTWOOD ADVISORS GROUP, LLC | $5.7 | 286243 | |
| BORDEAUX WEALTH ADVISORS LLC | $4.4 | 287758 | |
| ADERO PARTNERS, LLC | $4.0 | 297808 | |
| CARDINAL POINT CAPITAL MANAGEMENT, ULC | $2.7 | 140619 | |
| FAIRWAY WEALTH LLC | $2.3 | 311031 | |
| THE PORTFOLIO STRATEGY GROUP, LLC | $2.2 | 166593 | |
| LVW ADVISORS, LLC | $2.1 | 159403 | |
| SOUND VIEW WEALTH ADVISORS GROUP, LLC | $1.6 | 300927 | |
| THE FIDUCIARY GROUP, LLC | $1.6 | 221530 | |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.4 | 317377 | |
| WADDELL & ASSOCIATES, LLC | $1.3 | 283723 | |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC. | $1.3 | 323060 | |
| CORNERSTONE WEALTH GROUP, LLC | $1.3 | 289971 | |
| ULLMANN WEALTH PARTNERS GROUP, LLC | $0.9 | 316697 | |
| PPT INCENTIVE PARTNERS, LLC | $0.0 | - | |
| SCS PRIVATE EQUITY IV GP, LLC | $0.0 | - | |
| PRIVATE CREDIT STRATEGIES III OFFSHORE GP, LLC | $0.0 | - | |
| SCS PRIVATE CO-INVESTMENT OPPORTUNITIES GP, LLC | $0.0 | - | |
| SCS PRIVATE EQUITY VI GP, LLC | $0.0 | - | |
| GW & WADE, LLC | $0.0 | 105394 | |
| SCS PRIVATE INVESTMENT GP, LLC | $0.0 | - | |
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - | |
| SCS PRIVATE EQUITY V GP, LLC | $0.0 | - | |
| PRIME QUADRANT CORP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
19 active
| Name | Title |
|---|---|
| MATTOON, PETER, HENLEY | EXECUTIVE CHARIMAN |
| ABBIATI, ANTONY, JAMES | CHIEF EXECUTIVE OFFICER |
| EDERLE, DOUGLAS, RICHARD | MANAGING DIRECTOR |
| LACAILLADE, PETER, CARLYLE | MANAGING DIRECTOR |
| WALSH, JONATHAN, RICHARD | CHIEF COMPLIANCE OFFICER |
| VEDOVATTO, MARCELO, ALVES | CHIEF OPERATING OFFICER |
| SCHNEBERGER, MELISSA, MARIE | MANAGING DIRECTOR |
| CAMPBELL, COLIN, THOMAS | MANAGING DIRECTOR |
ADVDB.CO • SOURCE: SEC
Representatives
29 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ALLISON GULMAN | BOSTON | MA | S65|2023-03-24 | ||||||
| JOHN HOMAN | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| SAMUEL HOLBERT | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| KYLE TRACEY | BOSTON | MA | S65|2009-02-16 | CERTIFIED FINANCIAL PLANNER | |||||
| ALICE BURLEY | BOSTON | MA | S65|2018-01-08 | ||||||
| ANDREW NEWFIELD | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| DOUGLAS EDERLE | BOSTON | MA | S65|2016-06-30 | ||||||
| GERARD BURKE | BOSTON | MA | S63|2010-06-28 | CERTIFIED FINANCIAL PLANNER | |||||
| RYAN O'CONNELL | BOSTON | MA | S65|2017-08-31|S63|2016-07-23 | ||||||
| BRIAN BLANCHARD | BOSTON | MA | S66|2002-10-10|S65|2019-08-14 | ||||||
| DEREK DOBECKI | BOSTON | MA | S63|1998-02-04 | CERTIFIED FINANCIAL PLANNER | |||||
| NICHOLAS SHARIS | BOSTON | MA | S65|2019-07-31 | ||||||
| CHRISTOPHER STONE | BOSTON | MA | S65|2017-12-04 | ||||||
| KATHLEEN LONGO | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| MICHAEL HASSETT | BOSTON | MA | S65|2014-09-17 | CERTIFIED FINANCIAL PLANNER | |||||
| CAROLINE KNUFF | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| MATTHEW BADAVAS | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| PETER VILIM | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| ALEXANDER COTE | BOSTON | MA | S66|2018-07-02 | CERTIFIED FINANCIAL PLANNER | |||||
| MARCELO VEDOVATTO | BOSTON | MA | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $39.6 | $0.0 | 0% | 175 | 0 | 0% |
| 2024-04-02 | $30.2 | $9.5 | 31% | 127 | 48 | 38% |
| 2023-04-04 | $29.0 | $10.7 | 37% | 130 | 45 | 35% |
| 2022-04-01 | $32.2 | $7.5 | 23% | 115 | 60 | 52% |
| 2021-04-05 | $26.8 | $12.8 | 48% | 100 | 75 | 75% |
| 2020-04-01 | $22.2 | $17.4 | 78% | 87 | 88 | 101% |
| 2019-04-01 | $21.1 | $18.5 | 88% | 82 | 93 | 113% |
| 2018-04-02 | $20.6 | $19.1 | 93% | 78 | 97 | 124% |
| 2017-04-01 | $16.5 | $23.1 | 140% | 77 | 98 | 127% |
| 2016-04-01 | $16.1 | $23.6 | 146% | 73 | 102 | 140% |
| 2015-04-01 | $14.1 | $25.5 | 181% | 66 | 109 | 165% |
| 2014-04-01 | $12.7 | $27.0 | 212% | 63 | 112 | 178% |
| 2013-04-01 | $10.0 | $29.6 | 296% | 60 | 115 | 192% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MA, AK-03/20/2019, AL-02/28/2025, AZ-02/28/2025, CA-03/19/2007, CO-03/20/2019, CT-03/30/2004, DC-03/30/2020, DE-12/21/2009, FL-05/29/2003, GA-03/20/2019, HI-03/31/2022, IL-03/31/2021, IN-02/28/2025, KS-03/30/2020, KY-02/28/2025, LA-09/11/2020, MA-09/06/2002, MD-12/12/2016, ME-12/18/2015, MI-03/30/2004, MO-03/30/2020, MS-02/28/2025, NC-03/20/2019, NE-03/31/2023, NH-04/22/2003, NJ-04/22/2014, NM-02/28/2025, NV-02/28/2025, NY-03/27/2009, OH-03/30/2012, OK-02/28/2025, OR-03/20/2019, PA-02/18/2004, RI-04/30/2021, SC-10/07/2003, SD-12/12/2016, TN-03/30/2015, TX-01/06/2011, UT-03/28/2024, VA-08/02/2017, VT-03/20/2019, WA-03/20/2019, WI-03/30/2012, WY-03/30/2020 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV