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SCS CAPITAL MANAGEMENT LLC
CRD 122258File 801-61448
APPROVED
Retail clients
Custody
Filing as of Jul 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$48.65B
Top 10% of cohort (national)
Discretionary AUM
$42.29B
Non-discretionary $6.36B
Clients
589
713 accounts
Employees
213
Top 10% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 6, 2002
- Principal office
- 888 BOYLSTON STREET, SUITE 1010, BOSTON, MA, 02199
- Phone
- 617-204-6400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $48.65B
- Discretionary AUM
- $42.29B
- Non-discretionary AUM
- $6.36B
- Discretionary accounts
- 565
- Non-discretionary accounts
- 148
- Total accounts
- 713
- AUM per client
- $82.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $165.8M |
| Investment companies | 1 | $95.8M |
| Charitable organizations | 14 | $882.6M |
| Other investment advisers | Fewer than 5 | $31.6M |
| High net worth individuals | 491 | $30.39B |
| Pooled investment vehicles | 78 | $17.01B |
| State or municipal government entities | Fewer than 5 | $72.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENT OF AUA
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.