Scs Capital Management Llc
SEC-registered
Wealth Manager · Large ($10B–$100B)
CRD 122258
· SEC file 801-61448
· Boston, MA
· WWW.FOCUSFINANCIALPARTNERS.COM
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ADV data as of Jul 14, 2026
- Regulatory AUM
- $48.7B
- Discretionary
- $42.3B
- Clients
- 589
- Avg AUM / client
- $82.6M
- Accounts
- 713
- Employees
- 213
AUM over time
$8.3B
$48.7B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 14, 2026
Asset allocation (SMA assets by investment type)
as of Jul 14, 2026
Registered investment companies (funds/ETFs)
$21.9B
45%
Exchange-traded equities
$11.2B
23%
Pooled investment vehicles
$7.3B
15%
Cash & equivalents
$4.9B
10%
State & local bonds
$1.9B
4%
US government & agency bonds
$973M
2%
Investment-grade corporate bonds
$487M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 491 | $30.4B | 62.5% |
| Investment companies | 1 | $95.8M | 0.2% |
| Pooled investment vehicles (non-investment companies) | 78 | $17.0B | 35.0% |
| Charitable organizations | 14 | $883M | 1.81% |
| State or municipal government entities | Fewer than 5 clients | $72.9M | 0.15% |
| Other investment advisers | Fewer than 5 clients | $31.6M | 0.06% |
| Corporations and other businesses | 5 | $166M | 0.34% |
Private funds (52)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $13.7B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Public Markets, Llc | Hedge Fund | Delaware | $1.4B | 455 |
| Private Equity Vi, Lp master | Private Equity Fund | Delaware | $1.4B | 409 |
| Private Equity V, Llc master | Private Equity Fund | Delaware | $1.4B | 302 |
| Independent Return, Llc master | Hedge Fund | Delaware | $1.2B | 601 |
| Hedged Equity, Llc master | Hedge Fund | Delaware | $745M | 612 |
| Private Equity Iv, Llc master | Private Equity Fund | Delaware | $676M | 222 |
| Private Equity Viii Buyouts, Lp master | Private Equity Fund | Delaware | $618M | 901 |
| Private Equity Vii Buyouts, Lp master | Private Equity Fund | Delaware | $524M | 926 |
| Private Credit Iii, Llc | Other Private Fund | Delaware | $493M | 307 |
| Private Co Investment Opportunities Ii, Lp master | Private Equity Fund | Delaware | $466M | 1,099 |
| Private Credit Iv Income, Lp master | Other Private Fund | Delaware | $344M | 438 |
| Private Co Investment Opportunities, Llc master | Private Equity Fund | Delaware | $342M | 303 |
| Multi Sector Credit, Llc master | Hedge Fund | Delaware | $315M | 504 |
| Private Credit Ii, Llc | Other Private Fund | Delaware | $293M | 262 |
| Private Equity Iii, Llc | Private Equity Fund | Delaware | $293M | 191 |
People (86)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Douglas Richard Ederle | Managing Director | Nov 2002 (24y) | Less than 5% | |
| Lacaillade, Peter, Carlyle | Managing Director | Dec 2015 (11y) | Less than 5% | |
| Walsh, Jonathan, Richard | Chief Compliance Officer | Jan 2017 (10y) | Less than 5% | |
| Antony James Abbiati | Chief Executive Officer | Feb 2017 (9y) | Less than 5% | |
| Marcelo Alves Vedovatto | Chief Operating Officer | CFA | Aug 2019 (7y) | Less than 5% |
| Mattoon, Peter, Henley | Executive Chariman | Oct 2019 (7y) | Less than 5% | |
| Schneberger, Melissa, Marie | Managing Director | Jan 2020 (7y) | Less than 5% | |
| Campbell, Colin, Thomas | Managing Director | Jan 2021 (6y) | Less than 5% | |
| Macdonald, Bradley, Lane | Chief Investment Officer | Jul 2024 (2y) | Less than 5% | |
| Derek Michael Dobecki | Registered representative | CFP | Oct 2014 (12y) | |
| Christopher John Stone | Registered representative | Dec 2017 (9y) | ||
| Alice Duncan Burley | Registered representative | Jan 2018 (9y) | ||
| Caroline Elizabeth Knuff | Registered representative | CFP | Apr 2019 (7y) | |
| Kyle Joseph Tracey | Registered representative | CFP | May 2019 (7y) | |
| Lillian Cullen Homer | Registered representative | CFP | May 2019 (7y) | |
| Brett Frost Murdock | Registered representative | CFP | Jun 2019 (7y) | |
| Kathleen Burke Longo | Registered representative | CFP | Jun 2019 (7y) | |
| Matthew Charles Badavas | Registered representative | CFP | Jun 2019 (7y) | |
| John Thomas Homan | Registered representative | CFP | Aug 2019 (7y) | |
| Stephen Barrett Carlson | Registered representative | CFA | Aug 2019 (7y) | |
| Brian Raymond Blanchard | Registered representative | Nov 2019 (7y) | ||
| Nicholas Joseph Sharis | Registered representative | Dec 2019 (7y) | ||
| Samuel James Holbert | Registered representative | CFP | Feb 2021 (5y) | |
| Ryan Douglas Ederle | Registered representative | CFP | Dec 2021 (5y) | |
| Michael John Hassett | Registered representative | CFP | Jan 2022 (5y) | |
| Allison Hope Gulman | Registered representative | Mar 2023 (3y) | ||
| Alexander Bryan Cote | Registered representative | CFP | Feb 2024 (2y) | |
| Peter Vilim | Registered representative | CFP | Feb 2024 (2y) | |
| Andrew Jared Newfield | Registered representative | CFP | Feb 2024 (2y) | |
| Gerard F Burke | Registered representative | CFP | Mar 2024 (2y) | |
| Andrew Edward Janfaza | Registered representative | May 2024 (2y) | ||
| Philip Marvin Saba | Registered representative | Jul 2024 (2y) | ||
| Clare Katherine Harker | Registered representative | Aug 2024 (2y) | ||
| Sophie Alexandra Mattoon | Registered representative | Oct 2024 (2y) | ||
| Robert Christopher Bernardin | Registered representative | Oct 2024 (2y) | ||
| Connor James Laubenthal | Registered representative | CFP | Nov 2024 (2y) | |
| Robert Charles Wyman | Registered representative | CFA | Nov 2024 (2y) | |
| Kerry Frances Murphy Mittelholzer | Registered representative | Dec 2024 (2y) | ||
| Rory Leandrew Wilfork | Registered representative | Jan 2025 (2y) | ||
| Nicholas Reed Charleston | Registered representative | Jan 2025 (2y) | ||
| Matthew Brendan Brazel | Registered representative | Jan 2025 (2y) | ||
| Amanda Carol Henry | Registered representative | Feb 2025 (1y) | ||
| Albert Amis Rayle | Registered representative | Feb 2025 (1y) | ||
| Ansel Lewis Davis | Registered representative | Feb 2025 (1y) | ||
| Brad D Parsons | Registered representative | Feb 2025 (1y) | ||
| Jacob Edward Baker | Registered representative | Feb 2025 (1y) | ||
| Jacobi Ray Padgett | Registered representative | Feb 2025 (1y) | ||
| Kendrick Ware Mattox | Registered representative | CFA | Feb 2025 (1y) | |
| Shelby Grace Potz Nielsen | Registered representative | CFP | Feb 2025 (1y) | |
| William C Skeean | Registered representative | CFA | Feb 2025 (1y) | |
| Anna Katharyn Hendrix | Registered representative | CFP | Feb 2025 (1y) | |
| Bradley Thomas Williams | Registered representative | CFA | Feb 2025 (1y) | |
| Kevin William Vogel | Registered representative | CFP | Feb 2025 (1y) | |
| Elizabeth Giordano Mackie | Registered representative | CFP | Feb 2025 (1y) | |
| Dennis J Sabo | Registered representative | CFA | Feb 2025 (1y) | |
| Henry Morgan Jones | Registered representative | Feb 2025 (1y) | ||
| Lamar Whitworth Davis | Registered representative | Feb 2025 (1y) | ||
| Stephen Angelo Halkos | Registered representative | CFA | Feb 2025 (1y) | |
| Carolyn Avis Fligor | Registered representative | Mar 2025 (1y) | ||
| Debra Anne Stokes | Registered representative | Mar 2025 (1y) | ||
| Gabrielle Antonia Zarrella | Registered representative | Mar 2025 (1y) | ||
| Julius Peek Garlington | Registered representative | Mar 2025 (1y) | ||
| Jaclyn Virginia Hirl | Registered representative | CFP | Mar 2025 (1y) | |
| Jennifer Anne Hughes | Registered representative | Mar 2025 (1y) | ||
| Kieran James Lynch | Registered representative | Mar 2025 (1y) | ||
| Melissa Olszak | Registered representative | CFP CFA | Mar 2025 (1y) | |
| Matthew Robert Kreger | Registered representative | Mar 2025 (1y) | ||
| Nicole Renee Bousquet | Registered representative | Mar 2025 (1y) | ||
| Norman Eugene Webb | Registered representative | CFA | Mar 2025 (1y) | |
| Paul Llewellyn Robertson | Registered representative | Mar 2025 (1y) | ||
| Ryan Patrick Nolan | Registered representative | CFP | Mar 2025 (1y) | |
| William Alan George | Registered representative | Mar 2025 (1y) | ||
| Zachary Peacock | Registered representative | CFP | Mar 2025 (1y) | |
| Carolyn Bunting Ryan Decker | Registered representative | CFP Personal Financial Specialist | Mar 2025 (1y) | |
| Kameron Robert Gilchrest | Registered representative | Mar 2025 (1y) | ||
| Lauren Ann Manning | Registered representative | Apr 2025 (1y) | ||
| Madison Kathryn Amsberry | Registered representative | CFP | May 2025 (1y) | |
| Nowland Bennett Gwynn | Registered representative | May 2025 (1y) | ||
| Cole Cedric Charlton | Registered representative | CFP | May 2025 (1y) | |
| Mark Patrick Murphy | Registered representative | CFA | Jun 2025 (1y) | |
| Greg Matthew Bastia | Registered representative | Jul 2025 (1y) | ||
| Paul Richard Scleparis | Registered representative | CFA | Sep 2025 (1y) | |
| Syng Yu | Registered representative | CFA | Dec 2025 (1y) | |
| Reagan Passmore | Registered representative | CFP | Jan 2026 (1y) | |
| Rory Aloysius Bracken | Registered representative | Jan 2026 (1y) | ||
| Jared Robert Markson | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Focus Operating, Llc | Member (Manager) | Jul 2017 | A | 75% or more |
| Focus Financial Partners, Llc | Member | Jan 2007 | B | ≈ 56.25% – 100% via Focus Operating, Llc |
| Focus Financial Partners Inc. | Member | Jul 2018 | B | ≈ 42.19% – 100% via Focus Financial Partners, Llc |
| Ferdinand Ffp Acquisition, Llc | Shareholder, Class A Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Ultimate Holdings, Lp | Shareholder, Class B Common Stock | Aug 2023 | B | ≈ 31.64% – 100% via Focus Financial Partners Inc. |
| Ferdinand Ffp Intermediate Holdings, Llc | Member | Aug 2023 | B | ≈ 23.73% – 100% via Ferdinand Ffp Acquisition, Llc |
| Ferdinand Ffp Parent, Inc. | Member | Aug 2023 | B | ≈ 17.8% – 100% via Ferdinand Ffp Intermediate Holdings, Llc |
| Cd&R Ferdinand Holdings, L.P. | Partner | Aug 2023 | B | ≈ 15.82% – 75% via Ferdinand Ffp Ultimate Holdings, Lp |
| Clayton, Dubilier, & Rice Fund Xii, L.P. | Partner | Aug 2023 | B | ≈ 7.91% – 56.25% via Cd&R Ferdinand Holdings, L.P. |
| Cd&R Ferdinand Co Investor, L.P. | Partner | Aug 2023 | B | ≈ 3.96% – 37.5% via Cd&R Ferdinand Holdings, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Focus Financial Partners, Llc: 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Focus Financial Partners Inc.: 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Ferdinand Ffp Acquisition, Llc: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Ultimate Holdings, Lp: 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Ferdinand Ffp Intermediate Holdings, Llc: 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Ferdinand Ffp Parent, Inc.: 75% – 100% of Ferdinand Ffp Intermediate Holdings, Llc × 75% – 100% of Ferdinand Ffp Acquisition, Llc × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 17.8% – 100% of the firm
- Cd&R Ferdinand Holdings, L.P.: 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Clayton, Dubilier, & Rice Fund Xii, L.P.: 50% – 75% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 7.91% – 56.25% of the firm
- Cd&R Ferdinand Co Investor, L.P.: 25% – 50% of Cd&R Ferdinand Holdings, L.P. × 50% – 75% of Ferdinand Ffp Ultimate Holdings, Lp × 75% – 100% of Focus Financial Partners Inc. × 75% – 100% of Focus Financial Partners, Llc × 75% – 100% of Focus Operating, Llc × 75% – 100% direct ≈ 3.96% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (52, $13.7B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Public Markets, Llc | Hedge Fund | $1.4B | $250K | 455 |
| Private Equity Vi, Lp | Private Equity Fund | $1.4B | $100K | 409 |
| Private Equity V, Llc | Private Equity Fund | $1.4B | $100K | 302 |
| Independent Return, Llc | Hedge Fund | $1.2B | $250K | 601 |
| Hedged Equity, Llc | Hedge Fund | $745M | $250K | 612 |
| Private Equity Iv, Llc | Private Equity Fund | $676M | $100K | 222 |
| Private Equity Viii Buyouts, Lp | Private Equity Fund | $618M | $100K | 901 |
| Private Equity Vii Buyouts, Lp | Private Equity Fund | $524M | $100K | 926 |
| Private Credit Iii, Llc | Other Private Fund | $493M | $100K | 307 |
| Private Co Investment Opportunities Ii, Lp | Private Equity Fund | $466M | $100K | 1,099 |
| Private Credit Iv Income, Lp | Other Private Fund | $344M | $100K | 438 |
| Private Co Investment Opportunities, Llc | Private Equity Fund | $342M | $100K | 303 |
| Multi Sector Credit, Llc | Hedge Fund | $315M | $100K | 504 |
| Private Credit Ii, Llc | Other Private Fund | $293M | $100K | 262 |
| Private Equity Iii, Llc | Private Equity Fund | $293M | $1.0M | 191 |
| Private Equity Vii Venture/Growth, Lp | Private Equity Fund | $279M | $100K | 946 |
| Private Opportunistic Assets Real Assets, Lp | Private Equity Fund | $255M | $100K | 403 |
| Private Co Investment Opportunities Iii, Lp | Private Equity Fund | $254M | $100K | 900 |
| Private Credit Iv Opportunistic, Lp | Other Private Fund | $244M | $100K | 443 |
| Private Real Assets Iii Real Estate, Llc | Private Equity Fund | $240M | $100K | 309 |
| Private Real Assets I, Llc | Private Equity Fund | $210M | $250K | 245 |
| Private Equity Ix Venture/Growth, Lp | Private Equity Fund | $199M | $100K | 274 |
| Private Equity Ix Buyouts, Lp | Private Equity Fund | $181M | $100K | 271 |
| Early Stage Venture Opportunities, Lp | Private Equity Fund | $173M | $100K | 951 |
| Private Equity Viii Venture/Growth, Lp | Private Equity Fund | $169M | $100K | 879 |
Top 25 of 52 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 14.8 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • PERCENT OF AUA
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $13.1B (27% of AUM) Jul 2026
- Pershing $5.9B (12% of AUM) Jul 2026
- Charles Schwab & Co. $5.1B (10% of AUM) Jul 2026
- State Street $4.8B (17% of AUM) Oct 2021
- Fnz Trust Company $1.8B (6% of AUM) Jul 2024
- Banque Pictet & Cie Sa $1.2B (6% of AUM) Jan 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗