SC MANAGEMENT LLC

RIASEC RegisteredEst. 2023
Total AUM
$733M
Discretionary
$733M
100% of AUM
Avg account
$29.3M
Accounts
25
Employees
12
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
311359
Registered since
July 26, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SC Management LLC is a privately held limited liability company that serves institutional investors by managing pooled investment vehicles, primarily private equity funds. The firm is registered with the SEC (2023) and operates as an adviser and sponsor/GP — acting as managing member of its pooled vehicles while also allocating to third‑party alternative managers. Its fee model combines a percentage of assets under management with performance‑based fees, aligning compensation with fund outcomes. SC Management LLC does not identify as an active ESG investor and does not operate as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • COREY KATZ

    General Counsel & Chief Compliance OfficerCRD 8066898

  • Daniel Haimovic

    CEO & Managing PartnerCRD 7716112

  • JASON STEIN

    Co-CEO, Managing PartnerCRD 4812242

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
80 Pine St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth