Scs Capital Management Llc is an investment advisor that manages 14.1 BN dollars in regulatory AUM and has 66 employees, of which 27 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/07 to 06/30/16. The fund's latest filing disclosed 2BN in positions, representing 17% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SCS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IWV 27.1% ETF 2.93% 0.08% 13 2%
VEA 23.63% ETF 4.96% 0.55% 1 7%
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SCS CAPITAL Founders and Key Employees

Name Title In Position Since
Peter H. Mattoon Chief Executive Officer August-2002
Antony J. Abbiati Managing Director November-2002
Douglas R. Ederle Managing Director November-2002
Stephen V. Kenney Managing Director November-2002
William C. Walser Managing Director December-2008
Joseph E. Mccuine Chief Operating Officer February-2006
Jeremy L. Ragus Managing Director December-2008
Kenneth A. Minklei Managing Director September-2005
Stephen M. Oristaglio President January-2011
Stephen J. Goff Chief Compliance Officer January-2012
Brian T. Brandt Managing Director December-2013
Colleen J. Macleod Managing Director December-2013
Derek M. Dobecki Managing Director December-2013
Pamela N. Perskie Managing Director August-2013

SCS CAPITAL Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

SCS CAPITAL Investment Strategy

Item 8. Methods of Analysis, Investment Strategies, and Risk of Loss

Primary Investment Strategies
In managing clients' assets, SCS formulates an overall investment strategy which takes into account the client’s individual financial landscape and investment objectives, including his or her income, spending and lifestyle needs and particular tax circumstances. To assist in setting the strategy, SCS offers to review a client’s tax, estate planning, and insurance programs. Specifically, SCS provides the following investment services to its clients as appropriate in their individual circumstances:

Asset Allocation and Portfolio Design. SCS designs an asset allocation strategy for each client which works in conjunction with the client’s overall wealth management plan. The strategy takes into account the client’s risk tolerance and return objectives to design a portfolio that combines lower return, lower risk investment classes, such as high quality bonds, wit...
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SCS CAPITAL Portfolio Concentration


BOSTON, Massachusetts

SCS CAPITAL Contact Information

Phone Number: 617-204-6400
Fax Number: 617-204-6411



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