← Back to searchVisit website
SCS CAPITAL MANAGEMENT LLC
CRD 122258 · SEC 801-61448
888 BOYLSTON STREET, SUITE 1010, BOSTON, MA, 02199, United States
Phone
617-204-6400
Fax
617-204-6411
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$48.65B
Discretionary AUM
$42.29B
Team
213 total employees; 99 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees; Performance-based fees; PERCENT OF AUA
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersINSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 491 | $30.39B |
| Investment companies | 1 | $95.8M |
| Pooled investment vehicles | 78 | $17.01B |
| Charitable organizations | 14 | $882.6M |
| Corporations/business entities | 5 | $165.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD