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SCS Capital Management LLC

Updated today

Total assets under management

$48,650,197,284

Total clients

491

100% high-net worth

Total advisors

84

of 213 employees

Firm size

Investment Manager

May not manage individual clients

Average clients per advisor

6

Average account size

$99,083,905

About

SCS Capital Management LLC provides investment advisory and wealth management services to high‑net‑worth families and institutional investors and serves as investment adviser to multiple pooled investment vehicles and a registered open‑end mutual fund (Blue Current Global Dividend Fund). Its client work includes comprehensive wealth planning, retirement fiduciary services, separately managed accounts, model delivery and the selection and oversight of external investment managers across traditional and alternative asset classes.

SCS implements client programs through customized asset allocation that integrates tax, estate and cash‑flow objectives and places significant emphasis on quantitative and qualitative due diligence for manager selection. The firm constructs multi‑manager private investment programs across private equity, credit, real assets and hedge fund strategies, and manages a dividend‑focused Global Dividend strategy for both separately managed accounts and the BCGDX fund; its pooled vehicles and implementations may employ derivatives and leverage through underlying Portfolio Funds and separately managed accounts.

SCS is an indirect subsidiary of Focus Financial Partners and has operational relationships with affiliated service providers that distinguish its offering, including Focus Risk Solutions for insurance introductions, Focus Tax for tax services, and Sentinel Pension Advisors for retirement consulting and subadvisory arrangements. The combination of advising a registered investment company, managing numerous private pooled vehicles with carried‑interest arrangements, acting as sub‑advisor to insurance‑dedicated series, and serving ERISA, foundation and other institutional clients represents a less common mix of capabilities among peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Insurance solutions

Expertise

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy

Occupation focus

Founder/Business Owner Executive Retired

Fee options

Fixed

Certain clients pay agreed upon fixed service fees, consulting fees, and bill pay fees, generally billed quarterly.

Percentage

Generally around 0.75%, negotiable, varies by client and factors such as assets under management and services provided

Performance-based

For certain pooled investment vehicle investors (non-wealth management clients), Carried Interest ranges from 5% to 15% of distributions above preferred returns.

Other

Minimum fee: SCS generally requires clients to be subject to a minimum relationship fee level that is mutually agreed upon and may be waived.

Main office location

SCS Capital Management LLC

888 Boylston Street, Suite 1010

Boston MA 02199, United States

Number of offices

13

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alexander C

CFP®, Series 66

Boston, MA

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Cody M

CFP®, Series 63, Series 65

Boston, MA

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Brett M

CFP®

Boston, MA

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Rory W

Series 63, Series 65, Series 66

Los Angeles, CA

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Douglas E

Series 65

Boston, MA

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Stephen H

CFA®

Atlanta, GA

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Gerard B

CFP®, Series 63

Providence, RI

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Kendrick M

CFA®, Series 63, Series 65

Charlotte, NC

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Madison A

CFP®, Series 65

Boston, MA

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Robert W

CFA®, Series 63

Boston, MA

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Reagan P

CFP®, Series 66

Los Angeles, CA

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Derek D

CFP®, Series 63

Boston, MA

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Jacob B

Series 66

Dallas, TX

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Caroline K

CFP®

Beverly Hills, CA

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
user avatar

Mark M

CFA®

Boston, MA

SCS Capital Management LLC

Private / alternative investments Active portfolio management Retirement plans for business owners (SEP, solo 401k) Wealth management Charitable giving & philanthropy Founder/Business Owner Executive Retired
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