SCG Asset Management LLC
Firm details
- Headquarters
- Naperville, Illinois
- CRD number
- 311843
- Registered since
- January 22, 2021
- Website
- www.scgamllc.com
- Custodians
- J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.29%
- Investment Companies8.71%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
SCG Asset Management LLC is an institutional registered investment adviser organized as an LLC and operating since 2021. The firm serves both individual/family and institutional clients, providing portfolio management for individuals, small businesses and investment companies. Its pricing mixes percentage-of-AUM fees with fixed-fee arrangements. SCG does not describe itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Non-Exchange Traded Equities39%
- Private Funds32%
- Other18%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Gregory Sachs
Founder & Chief Exceutive OfficerCRD 1673376
Contacts
1 of 1
Suzanne Hammer
DirectorCRD 1111107
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Naperville, IL
Will
Location
Naperville, IL
Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Will
- Address
- 2132 Deep Water Ln
- Time zone
- CT (UTC-6)
- Office locations
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