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| SCG Asset Management LLC
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| |
|---|---|
| CRD # | 311843 |
| SEC # | 801-120215 |
| CIK # | |
| AUM | $140.7 MM (2024-03-28) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 312-784-3952 |
| Address | 2132 Deep Water Lane Naperville, IL 60564 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | SCG Structured Products LP | 2020-12-22 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 123.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 17.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 140.7 |
| By Discretionary | ||
| Discretionary | 1 | 17.2 |
| Non-Discretionary | 7 | 123.5 |
| Total | 8 | 140.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 140.7 | |
| Total | 8 | 140.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Clutterbuck Capital Management LLC
✚
|
OH | 0.1 |
|
Steinberg Asset Management LLC
✚
|
NY | 0.1 |
|
Daytona Street Capital LLC
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|
MO | 0.1 |
|
Equilibrium Ventures LLC
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|
NY | 0.1 |
|
Brandywine Asset Management Inc
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|
PA | 0.1 |
|
Schear Investment Advisers LLC
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|
OH | 0.1 |
|
Oberon Asset Management LLC
✚
|
NY | 0.1 |
|
SVRN Asset Management LLC
✚
|
TX | 0.1 |
|
Capstone Investment Financial Group LLC
✚
|
NY | 0.1 |
|
US Wealth Group LLC
✚
|
NY | 0.1 |