SCS CAPITAL MANAGEMENT LLC

Overview

Year Founded: 2002
Ownership: Wholly-owned subsidiary of Focus Financial Partners LLC
Services Offered: Financial planning services; Portfolio management for individuals and institutions; Investment advisory services; Selection of other advisers; Wealth management services

Offices

Number of Offices: 4

Clients

Minimum Client Portfolio Size: $30,000,000

Stated Fees

Min	Max	Marginal Fee Rate
$0	$30 million	0.75%
$30 million	$100 million	0.50%
$100 million	$250 million	0.40%
$250 million	and above	0.35%

Minimum Annual Fee: $225,000
Charges Fees on Cash: Yes
Charges Fees on Margin: Yes
Assets Excluded from Fees: Missing
Fixed Fee Option: Yes
Fixed Fee Range: Missing
Receive Commissions: No
Charge Performance Fees: Yes
Third Party Management Fees: Yes
Additional Fees for Bill Pay Services: Missing

Client Portfolios

Model Portfolios: Missing
Investments in Third Party Managers: Yes

Investment Type	Average Allocation
Stocks & ETFs	22%
Government & Corporate Bonds	1%
Mutual Funds	0%
Private Funds	18%
Cash	8%
Other	51%

Non-Investment Services

Number of Clients Receiving Financial Planning Services: 101-250
Sells Products or Provides Services Other Than Investment Advice: Credit, cash management, and insurance solutions
Additional Fees for Bill Pay Services: Missing

Employee Statistics

Number of Employees: 127
Number of Employees Performing Investment Advisory Functions: 45
Number of Employees Registered Representatives of a Broker-Dealer: 0
Number of Employees Registered as Investment Adviser Representatives: 30

Websites

Firm Website
LinkedIn