S & CO., INC.

Overview

S & Co, Inc. is a privately owned corporate adviser that has been SEC-registered since 1988. The firm operates as an "Other Fund Provider" and serves both individual/family clients and institutional investors. Its advisory activities focus on portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of third-party advisers. Compensation is charged as a percentage of assets under management. The firm does not present itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant. The data indicate S & Co, Inc. is more oriented toward managing client portfolios and advising pooled vehicles than acting as a direct capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives