SCS CAPITAL MANAGEMENT LLC
Latest filing: Mar 31, 2025 (258 days ago)
AUM
$43,134,668,533
43% change vs. 1 year ago
34% change vs. 3 years ago
94% change vs. 5 years ago
205% change vs. 10 years ago
Employee Count
210
65% change vs. 1 year ago
83% change vs. 3 years ago
141% change vs. 5 years ago
218% change vs. 10 years ago
Main Office
BOSTON, MA
888 BOYLSTON STREET, BOSTON, MA, UNITED STATES, 02199
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $36.9 |
| Non-Discretionary | $6.3 |
| Total | $43.1 |
| Client | AUM |
|---|---|
| Retail | $26.8 |
| Pooled | $15.2 |
| Institutional | $1.1 |
| Total | $43.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 501 | $26.8 |
| Average HNW AUM | $53,472,123 | |
| Retail Total | 501 | $26.8 |
| Average Retail AUM | $53,472,123 |
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 | $27.9 |
| Retail SMA AUM | $26.8 |
| Institutional SMA AUM | $1.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 23% | $6.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.8 |
| Municipal | 3% | $0.8 |
| Sovereign | 0% | $0.0 |
| IG Credit | 2% | $0.6 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 42% | $11.7 |
| Other Pools | 17% | $4.7 |
| Cash | 9% | $2.5 |
| Other | 1% | $0.3 |
| Total | 100% | $27.9 |
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 | $8.2 | 282563 | |
| CRESTWOOD ADVISORS GROUP, LLC | $7.0 | 286243 | |
| GYL FINANCIAL SYNERGIES, LLC | $6.1 | 284758 | |
| BORDEAUX WEALTH ADVISORS LLC | $5.6 | 287758 | |
| ADERO PARTNERS, LLC | $4.4 | 297808 | |
| FAIRWAY WEALTH LLC | $2.6 | 311031 | |
| THE PORTFOLIO STRATEGY GROUP, LLC | $2.4 | 166593 | |
| LVW ADVISORS, LLC | $2.3 | 159403 | |
| CARDINAL POINT CAPITAL MANAGEMENT, ULC | $2.2 | 140619 | |
| CORNERSTONE WEALTH GROUP, LLC | $2.1 | 289971 | |
| SOUND VIEW WEALTH ADVISORS GROUP, LLC | $1.9 | 300927 | |
| THE FIDUCIARY GROUP, LLC | $1.7 | 221530 | |
| WADDELL & ASSOCIATES, LLC | $1.7 | 283723 | |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | $1.6 | 317377 | |
| FOURTHOUGHT FINANCIAL PARTNERS, LLC. | $1.6 | 323060 | |
| ULLMANN WEALTH PARTNERS GROUP, LLC | $1.1 | 316697 | |
| PPT INCENTIVE PARTNERS, LLC | $0.0 | - | |
| GW & WADE, LLC | $0.0 | 105394 | |
| 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 | - | |
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - | |
| SCS PRIVATE INVESTMENT GP, 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 | |||||
|---|---|---|---|---|---|---|---|---|---|
| SAMUEL HOLBERT | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| ANTONY ABBIATI | BOSTON | MA | S63|1997-09-11|S65|2016-04-27 | ||||||
| ALLISON GULMAN | BOSTON | MA | S65|2023-03-24 | ||||||
| RYAN EDERLE | BOSTON | MA | S66|2018-03-26 | CERTIFIED FINANCIAL PLANNER | |||||
| RORY WILFORK | BOSTON | MA | S63|1998-08-11|S66|2015-09-04|S65|2021-01-29 | ||||||
| KYLE TRACEY | BOSTON | MA | S65|2009-02-16 | CERTIFIED FINANCIAL PLANNER | |||||
| LILLIAN HOMER | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| CAROLINE KNUFF | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| PETER VILIM | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| JOHN HOMAN | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
| NICHOLAS SHARIS | BOSTON | MA | S65|2019-07-31 | ||||||
| MARCELO VEDOVATTO | BOSTON | MA | CHARTERED FINANCIAL ANALYST | ||||||
| CHRISTOPHER STONE | BOSTON | MA | S65|2017-12-04 | ||||||
| DEREK DOBECKI | BOSTON | MA | S63|1998-02-04 | CERTIFIED FINANCIAL PLANNER | |||||
| BRIAN BLANCHARD | BOSTON | MA | S66|2002-10-10|S65|2019-08-14 | ||||||
| ALANNA PAIVA | BOSTON | MA | S65|2015-06-04 | CERTIFIED FINANCIAL PLANNER | |||||
| STEPHEN CARLSON | BOSTON | MA | S66|2007-10-13 | CHARTERED FINANCIAL ANALYST | |||||
| ANDREW JANFAZA | BOSTON | MA | S63|1996-09-12|S65|2001-11-28|S66|2015-05-14 | ||||||
| GERARD BURKE | BOSTON | MA | S63|2010-06-28 | CERTIFIED FINANCIAL PLANNER | |||||
| ANDREW NEWFIELD | BOSTON | MA | CERTIFIED FINANCIAL PLANNER | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $43.1 | $0.0 | 0% | 210 | 0 | 0% |
| 2025-04-21 | $43.1 | $0.0 | 0% | 210 | 0 | 0% |
| 2024-04-02 | $30.2 | $12.9 | 43% | 127 | 83 | 65% |
| 2023-04-04 | $29.0 | $14.2 | 49% | 130 | 80 | 62% |
| 2022-04-01 | $32.2 | $11.0 | 34% | 115 | 95 | 83% |
| 2021-04-05 | $26.8 | $16.3 | 61% | 100 | 110 | 110% |
| 2020-04-01 | $22.2 | $20.9 | 94% | 87 | 123 | 141% |
| 2019-04-01 | $21.1 | $22.0 | 104% | 82 | 128 | 156% |
| 2018-04-02 | $20.6 | $22.5 | 110% | 78 | 132 | 169% |
| 2017-04-01 | $16.5 | $26.6 | 161% | 77 | 133 | 173% |
| 2016-04-01 | $16.1 | $27.0 | 168% | 73 | 137 | 188% |
| 2015-04-01 | $14.1 | $29.0 | 205% | 66 | 144 | 218% |
| 2014-04-01 | $12.7 | $30.4 | 240% | 63 | 147 | 233% |
| 2013-04-01 | $10.0 | $33.1 | 330% | 60 | 150 | 250% |
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