SCD Capital, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 149353
- Website
- www.scdcapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds41%
- Exchange Traded Equities34%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents8%
Contacts
1 of 1Scott Daily
PresidentCRD 1943469
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Silver Leaf Financial, Inc.
RIAScottsdale, AZ
Southward Financial Services, LLC
RIASilver Strand Financial Planning
RIACampbell Advisory Services, LLC
RIANewport Beach, CA
Pacesetter Planning LLC
RIAAbundance Advisers
RIAPleasanton, CA