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SCS CAPITAL MANAGEMENT LLC
CRD 122258File 801-61448
APPROVED
Retail clients
Custody
Filing as of Jul 14, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.SCSFINANCIAL.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 210 | 213 | increased by3 |
| Apr 1, 2026 | Clients | 597 | 589 | decreased by8 |
| Apr 1, 2026 | AUM | $43,134,668,533 | $48,650,197,284 | increased by$5,515,528,751 |
| Apr 1, 2026 | Accounts | 722 | 713 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 115 | 210 | increased by95 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 266 | 597 | increased by331 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $32,181,107,000 | $43,134,668,533 | increased by$10,953,561,533 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 323 | 722 | increased by399 |
| Apr 1, 2022 | Employees | 107 | 115 | increased by8 |
| Apr 1, 2022 | Clients | 239 | 266 | increased by27 |
| Apr 1, 2022 | AUM | $28,956,460,617 | $32,181,107,000 | increased by$3,224,646,383 |
| Apr 1, 2022 | Accounts | 314 | 323 | increased by9 |
| May 1, 2021 | Employees | 100 | 107 | increased by7 |
| May 1, 2021 | Clients | 215 | 239 | increased by24 |
| May 1, 2021 | AUM | $26,826,357,692 | $28,956,460,617 | increased by$2,130,102,925 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SCS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SCS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.