SCD Capital, Inc.

RIASEC Registered
Total AUM
$9.5M
Discretionary
$9.5M
100% of AUM
Avg account
$412K
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
149353
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI57.9%
  • Pooled Investment Vehicles41.04%
  • Individuals1.06%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SCD Capital, Inc. is a small, privately owned corporate adviser that operates with a hedge fund orientation and serves both individual/family and institutional clients. The firm charges a combination of asset-based fees and performance fees, consistent with an active, outcome-driven approach. Advisory work centers on portfolio management for individuals and small businesses as well as for pooled investment vehicles, and the firm reports it is not positioned as an ESG investor. Given its size and structure, SCD Capital runs concentrated strategies that lean on private funds and hedge-fund style allocations. The adviser appears to use both managed account structures and pooled vehicles to implement strategies that include directional, macro or event-driven elements typical of hedge funds, while also maintaining exposure to longer-duration private-market positions.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Private Funds 41%, Exchange Traded Equities 34%, Public Funds/Mutual Funds 17%, Cash & Cash Equivalents 8%41%
  • Private Funds41%
  • Exchange Traded Equities34%
  • Public Funds/Mutual Funds17%
  • Cash & Cash Equivalents8%

Contacts

1 of 1
  • Scott Daily

    PresidentCRD 1943469

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth