Data / Investment advisers / Massachusetts / SCS Capital Management LLC
SCS Capital Management LLC, Boston, MA: $48.7 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
SCS Capital Management LLC is an SEC registered investment adviser with its main office in Boston, Massachusetts and reports $48.7 billion in regulatory assets under management in its Form ADV filed October 7, 2026. Its clients include high net worth individuals, pooled investment vehicles and charitable organizations. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 62 private funds.
The request: Watch SCS Capital Management LLC (CRD number 122258): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 122258
- SEC file number
- 801-61448
- SEC status
- Approved, effective September 6, 2002
- Main office
- 888 Boylston Street Suite 1010, Boston, MA 02199
- Phone
- (617) 204-6400
- Website
- focusfinancialpartners.com
- Regulatory AUM
- $48,650,197,284 in the Form ADV filed October 7, 2026
- Discretionary AUM
- $42,287,156,034
- Non discretionary AUM
- $6,363,041,250
- Accounts
- 713
- Employees
- 213, of which 99 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 62: 48 private equity funds, 8 other private funds, 6 hedge funds
- Gross assets of private funds
- $16,825,912,267
- Other offices
- 12
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 7, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 491 | $30.39 billion |
| Pooled investment vehicles | 78 | $17.01 billion |
| Charitable organizations | 14 | $882.6 million |
| Corporations or other businesses | 5 | $165.8 million |
| Investment companies | 1 | $95.8 million |
| State or municipal government entities | Fewer than 5 | $72.9 million |
| Other investment advisers | Fewer than 5 | $31.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $48.65 billion | March 19, 2026 |
| December 1, 2025 | $43.13 billion | September 23, 2025 |
Other advisers in Boston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Newton Investment Management North America | Boston | $59.16 billion | Not listed | adviserinfo.sec.gov |
| Ta Associates | Boston | $55.07 billion | 30 | adviserinfo.sec.gov |
| Breckinridge Capital Advisors Inc | Boston | $54.28 billion | Not listed | adviserinfo.sec.gov |
| GW&K Investment Management, LLC | Boston | $52.78 billion | 3 | adviserinfo.sec.gov |
| Partners Capital Investment Group, LLP | Boston | $50.51 billion | 50 | adviserinfo.sec.gov |
| Manulife Investment Management Private Markets (US) LLC | Boston | $48.31 billion | 44 | adviserinfo.sec.gov |
| Panagora Asset Management Inc | Boston | $44.13 billion | 9 | adviserinfo.sec.gov |
| Summit Partners, L.P. | Boston | $42.01 billion | 87 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boston, MA
- Investment advisers in Massachusetts
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- SCS Capital Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.