Scg Asset Management Llc
- Regulatory AUM
- $159M
- Discretionary
- $13.8M
- Clients
- 8
- Avg AUM / client
- $19.8M
- Accounts
- 11
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 7 | $145M | 91.3% |
| Investment companies | 1 | $13.8M | 8.71% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sachs, Gregory, Harris | Chief Executive Officer | Nov 2020 (6y) | Less than 5% | |
| Merrill, Ian, G | President | Jan 2023 (4y) | 10% – 25% | |
| Dilatush, Todd, Carleton | Head Of Distribution, Managing Director | Feb 2023 (4y) | Less than 5% | |
| Hammer, Suzanne, Mario | Chief Compliance Officer | Feb 2023 (4y) | Less than 5% | |
| Murphy, Kevin, Michael | Head Of Trading, Product And Risk Management | Jun 2023 (3y) | 5% – 10% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sachs Capital Group, L.P. | Owner | Nov 2020 | A | 50% – 75% |
| Spencer Sachs Descendants Trust | Owner | Jan 2023 | A | 5% – 10% |
| Sibley, Michelle | Chief Financial Officer | Nov 2020 | A | Less than 5% |
| Opdyke, John D | Chief Analytics Officer | Jan 2022 | A | Less than 5% |
| Redleaf Management Company Llc | 99% Limited Partner Of Sachs Capital Group Lp | Sep 2008 | B | ≈ 37.5% – 75% via Sachs Capital Group, L.P. |
| Gregory H. Sachs Revocable Trust Udt Dtd. 4/24/1998 | 99% Owner Of Redleaf Management Company Llc | Mar 2005 | B | ≈ 28.13% – 75% via Redleaf Management Company Llc |
| Gregory H. Sachs Revocable Trust Udt Dtd 4/24/1998 | 100% Owner Of Redleaf Holdings Llc | Mar 2005 | B | 75% or more of Redleaf Holdings Llc (indirect) |
| Redleaf Holdings Llc | 1% General Partner Of Sachs Capital Group Lp | Sep 2008 | B | GP / trustee / elected manager of Sachs Capital Group, L.P. (indirect) |
| Sibley, Michelle | Trustee Of The Spencer Sachs Desdendants Trust | Mar 2020 | B | GP / trustee / elected manager of Spencer Sachs Descendants Trust (indirect) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Redleaf Management Company Llc: 75% – 100% of Sachs Capital Group, L.P. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Gregory H. Sachs Revocable Trust Udt Dtd. 4/24/1998: 75% – 100% of Redleaf Management Company Llc × 75% – 100% of Sachs Capital Group, L.P. × 50% – 75% direct ≈ 28.13% – 75% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 958 KB | 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
Custody
Reported custodians
- J.P. Morgan $16.8M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗