SDC CAPITAL PARTNERS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$9.5B
Discretionary
$9.5B
100% of AUM
Avg account
$862M
Accounts
11
Employees
44
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
291389
Registered since
April 30, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SDC Capital Partners, LLC is a private equity manager organized as an LLC and registered with the SEC in 2019. The firm serves institutional clients and primarily acts as a sponsor and general partner, managing pooled investment vehicles rather than functioning as a pure capital allocator. Its advisory activity is centered on portfolio management for pooled funds, and its compensation mix includes both asset-based fees and performance-based fees. The firm identifies as an active ESG investor, indicating that environmental, social, and governance considerations are incorporated into its investment process.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

1 of 1
  • JOSHUA KURTZ

    CFO & CCOCRD 6065183

Contacts

2 of 2
  • DOUGLAS KADEN

    Managing PartnerCRD 2786390

  • TODD AARON

    Founder and Managing PartnerCRD 2903432

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

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
817 Broadway
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth