STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Latest filing: Mar 29, 2024 (215 days ago)
View on IAPD
Adviser Website

AUM

$7,503,287,989
3% change vs. 1 year ago
-23% change vs. 3 years ago
200% change vs. 5 years ago
1717% change vs. 10 years ago

Employee Count

0
-100% change vs. 1 year ago
-100% change vs. 3 years ago
-100% change vs. 5 years ago
-100% change vs. 10 years ago

Main Office

BOSTON, MA
357 BEACON STREET, BOSTON, MA, UNITED STATES, 02116

Client AUM

Discretion AUM
Discretionary $0.0
Non-Discretionary $7.5
Total $7.5
Client AUM
Retail $0.0
Pooled $0.0
Institutional $7.5
Total $7.5
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 9 $0.0
Average HNW AUM $365,332
Retail Total 9 $0.0
Average Retail AUM $365,332

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $7.5
Retail SMA AUM $0.0
Institutional SMA AUM $7.5
Asset Class % AUM
Equity Exch 100% $7.5
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 0% $0.0
Total 100% $7.5

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Control Persons

1 active

Name Title
HUNTER, BRIAN, ALAN CHIEF COMPLIANCE OFFICER, CEO AND MANAGING DIRECTOR

ADVDB.CO • SOURCE: SEC

Representatives

2 active representatives found

Name City State Exams Designations
BRIAN HUNTER BOSTON MA S63|1985-06-26|S65|1992-07-31
RYAN SPAGNOLO BOSTON MA CHARTERED FINANCIAL ANALYST

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $7.5 $0.0 0% 0 0 0%
2024-04-02 $7.5 $0.0 0% 0 0 0%
2023-04-04 $7.3 $0.2 3% 1 -1 -100%
2022-04-01 $9.8 -$2.3 -23% 3 -3 -100%
2021-04-05 $9.8 -$2.3 -23% 3 -3 -100%
2020-04-01 $2.5 $5.0 200% 3 -3 -100%
2019-04-01 $2.5 $5.0 200% 3 -3 -100%
2018-04-02 $0.0 $7.5 182907% 3 -3 -100%
2017-04-01 $0.4 $7.1 1718% 4 -4 -100%
2016-04-01 $0.4 $7.1 1726% 4 -4 -100%
2015-04-01 $0.4 $7.1 1701% 4 -4 -100%
2014-04-01 $0.4 $7.1 1717% 4 -4 -100%
2013-04-01 $8.2 -$0.7 -9% 4 -4 -100%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
MA, MA-08/24/2001, NY-08/24/2001, TX-03/29/2024
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PENSION CONSULTING
MANAGER SELECTION
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV