Advisor at SCS Capital Management LLC
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Firm
SCS Capital Management LLC
Location
Beverly Hills, CA 90212
Credentials
CFP®
Industry experience
6 years
Caroline Knuff is a CFP® professional with six years of industry experience, currently serving at SCS Capital Management LLC since 2012. She is based in Beverly Hills, CA. SCS Capital Management provides wealth and investment management to high net worth families and related entities, and serves as investment adviser to a broad range of institutional and pooled investment vehicles. The firm emphasizes asset allocation and external manager selection, utilizing a combination of proprietary research and manager due diligence across traditional and alternative strategies.
Based on SCS Capital Management LLC
Based on SCS Capital Management LLC
Certain clients pay agreed upon fixed service fees, consulting fees, and bill pay fees, generally billed quarterly.
Generally around 0.75%, negotiable, varies by client and factors such as assets under management and services provided
For certain pooled investment vehicle investors (non-wealth management clients), Carried Interest ranges from 5% to 15% of distributions above preferred returns.
Minimum fee: SCS generally requires clients to be subject to a minimum relationship fee level that is mutually agreed upon and may be waived.
9777 Wilshire Blvd.
Beverly Hills, CA 90212
California
SCS Capital Management, LLC
2018 - Present (8 years)
SCS Capital Management, LLC
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Verified by Warmer
CFP®
Calabasas, CA
Greenup Wealth
Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.
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Joseph C. Longo, Attorney At Law
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