Strategic Capital Allocation Group, L.L.C.

Overview

Strategic Capital Allocation Group, L.L.C. is an institutional registered investment adviser organized as an LLC and registered with the SEC in 2001. The firm operates as a capital allocator and reports an owner structure tied to an individual owner. Its client base combines high-net-worth individuals and families with institutional clients. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. Services noted by the firm include portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services; the firm also lists business activity as an "other financial product salesperson." It is not identified as an active ESG investor and is not classified as a multistate adviser.

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Public Holdings

Investments & Alternatives