SCS Capital Management LLC
BOSTON, MA
Form ADV and provider website profile · CRD 122258 · regulatory data as of Oct 7, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for SCS Capital Management LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$48.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
713Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$42.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$6.4BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$48.7BTotal Firm AUM
$42.3BDiscretionary AUM
$6.4BNon-discretionary AUM
713Total accounts
565Discretionary accounts
148Non-discretionary accounts
Client Mix by Firm AUM
$48.7BFirm AUM
High-Net-Worth62.5%
Other Pooled Vehicles35.0%
Charities1.8%
Corporations0.3%
Investment companies0.2%
Municipalities0.1%
Other investment advisers0.1%
Reported Client Types
Source: Form ADV client recordsHigh-Net-Worth62.5%
491 clients$30.4B firm assets
Other Pooled Vehicles35.0%
78 clients$17.0B firm assets
Charities1.8%
14 clients$883M firm assets
Corporations0.3%
5 clients$166M firm assets
Investment companies0.2%
1 clients$96M firm assets
Municipalities0.1%
0 clients$73M firm assets
Other investment advisers0.1%
0 clients$32M firm assets
Reported total589 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| High-Net-Worth | $30.4B | 491 | 62.5% |
| Other Pooled Vehicles | $17.0B | 78 | 35.0% |
| Charities | $883M | 14 | 1.8% |
| Corporations | $166M | 5 | 0.3% |
| Investment companies | $96M | 1 | 0.2% |
| Municipalities | $73M | 0 | 0.1% |
| Other investment advisers | $32M | 0 | 0.1% |
| Reported total | $48.7B | 589 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…