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SCS Capital Management LLC
SCS Capital Management LLC, founded in 2002, is a Boston-based investment adviser offering comprehensive wealth management and investment advisory services targeted at high net worth families and institutional investors. The firm specializes in client-aligned investment advice, managing both discretionary and non-discretionary assets, and also serves as adviser to various pooled investment vehicles. SCS is part of the Focus Financial Partners network and remains managed by current partners through the Partners Perpetual Trust LLC. SCS Capital Management has over 200 employees and manages investments for both individual and institutional clients, including endowments and foundations.
Investment Strategy
SCS Capital Management employs a multi-manager and multi-asset investment strategy tailored for high net worth families and institutions. The firm manages both discretionary and non-discretionary portfolios, investing across public and private markets including equities, fixed income, alternatives, and pooled vehicles. SCS focuses on diversification, manager due diligence, and customized solutions, utilizing a blend of direct and manager-select investments as well as oversight of a variety of pooled investment vehicles. Fees are aligned to avoid conflicts of interest, especially for wealth management clients, and the firm emphasizes strategic portfolio construction to optimize returns according to each client's risk tolerance and investment goals.
Latest 13F Filing Activity
SCS Capital Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 543 equity positions with a total 13F market value of $9B. The fund increased holdings in Vanguard Index FDS, Ishares TR, SPDR S&P 500 Etf TR among other positions. SCS Capital Management LLC reduced exposure to Pacer FDS TR, LPL Finl HLDGS Inc., Vanguard Mun BD FDS among others.
Top Holdings
Equity Positions (543)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 9.13% | $823.8M | 2,709,460 | $173.06 | $303.93 | +$118.0M |
I IWV | ISHARES TR | 7.30% | $658.3M | 1,875,573 | $128.81 | $351.00 | +$53.9M |
V VGIT | VANGUARD SCOTTSDALE FDS | 6.99% | $630.7M | 10,545,183 | $57.53 | $59.81 | -$6.4M |
V VEA | VANGUARD TAX-MANAGED FDS | 6.46% | $582.7M | 10,220,446 | $42.35 | $57.01 | +$53.5M |
S SPY | SPDR S&P 500 ETF TR | 4.97% | $448.0M | 723,637 | $537.49 | $617.85 | +$59.8M |
Industry Allocation
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