Scenic Management LLC

RIASEC Registered
Total AUM
$145M
Discretionary
$145M
100% of AUM
Avg account
$24.1M
Accounts
6
Employees
4
Advisory reps
4

Firm details

Headquarters
San Francisco, California
CRD number
315808
Registered since
June 18, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Scenic Management LLC is a limited liability company that operates as a venture capital–oriented adviser and pooled‑vehicle sponsor. The firm is recorded as SEC‑registered in 2026 and identifies institutional investors as its primary client base. Its regulatory and business footprint combines advisory activity—portfolio management for pooled investment vehicles—with broker‑dealer functions and roles as sponsor, general partner, and managing member of fund vehicles. Fee arrangements include a percentage‑of‑assets component plus performance‑based compensation, reflecting a carry/incentive structure commonly used in venture capital strategies. Scenic Management does not identify as an active ESG investor and is not listed as a pension consultant or a multi‑state adviser in the source data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kathleen Boord

    Kathleen Boord

    COOCRD 8010134

Contacts

3 of 3
  • Michael Sobel

    Michael Sobel

    President, Co-FounderCRD 2529966

  • Constantine Pelos

    Constantine Pelos

    Managing DirectorCRD 1074631

  • Peter Christiansen

    Peter Christiansen

    Managing Director, Head of ResearchCRD 6951173

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
915 Battery St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth