SCG Asset Management provides portfolio management for individuals and small businesses and portfolio management for investment companies.
SCG Asset Management reports 8 clients. They include 7 high-net-worth individuals and 1 investment company. Of its assets, 8.7% ($13.8M across 1 account) are managed with discretion; $145M across 10 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 88% | 91% |
| Investment companies | 13% | 9% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 7 | $145M | 91.3% | $20.7M |
| Investment companies | 1 | $13.8M | 8.7% | $13.8M |
| Total | 8 | $159M | 100% | $19.8M |
- Clients
- 7
- Regulatory AUM
- $145M
- AUM share
- 91.3%
- Avg. per client
- $20.7M
- Clients
- 1
- Regulatory AUM
- $13.8M
- AUM share
- 8.7%
- Avg. per client
- $13.8M
Total
- Clients
- 8
- Regulatory AUM
- $159M
- AUM share
- 100%
- Avg. per client
- $19.8M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
SCG Asset Management is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Sachs Capital Group, L.P. owns 75% or more of SCG Asset Management and is in turn owned by Redleaf Management Company LLC (75% or more). Gregory Sachs is CEO; the leadership team includes Chief Financial Officer Michelle Sibley and Chief Compliance Officer Suzanne Hammer. It has 6 employees, 4 of them in advisory roles.
Leadership
Gregory SachsChief Executive Officer- Michelle SibleyChief Financial Officer
- Suzanne HammerChief Compliance Officer
Staff
- 6 employees
- 4 in advisory functions
- Owns 75% or more of SCG Asset Management LLC
Sachs Capital Group, L.P.
Control person · since November 2020
- Owns 75% or more of Sachs Capital Group, L.P.
Redleaf Management Company LLC
Control person · since September 2008
- Owns 75% or more of Redleaf Management Company LLC
Gregory H. Sachs Revocable Trust Udt DTD. 4/24/1998
Control person · since March 2005
Redleaf Holdings LLC
1% general partner of sachs capital group lp · Control person · since September 2008
- Owns 75% or more of Redleaf Holdings LLC
Gregory H. Sachs Revocable Trust Udt DTD 4/24/1998
Control person · since March 2005
Gregory Sachs
Trustee of the gregory h. sachs revocable trust udt dtd. 4/24/1998 · Control person · since November 2020
- Owns 5% to 10% of SCG Asset Management LLC
Spencer Sachs Descendants Trust
since January 2023
Michelle Sibley
Trustee of the spencer sachs desdendants trust · Control person · since March 2020
SCG Asset Management’s regulatory assets fell from $207M (May 2021) to $159M (March 2026); clients fell from 9 to 8 and employees from 13 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $159M | 8 | 6 | 2 |
| March 2025 | $136M | 8 | 7 | 2 |
| March 2024 | $141M | 8 | 9 | 3 |
| March 2023 | $130M | 8 | 12 | 2 |
| March 2022 | $216M | 10 | 15 | 1 |
| May 2021 | $207M | 9 | 13 | 2 |
Besides its headquarters, SCG Asset Management has 1 office (1 private residence, listed without an address), with 1 listed address in Illinois.
Illinois · 1 listed address
- 2132 Deep Water Lane, Suite 240a, NapervilleHQ
Contact and registration details
- Legal name
- SCG Asset Management LLC
- Headquarters
- 2132 Deep Water Lane, Suite 240a, Naperville, IL 60564
- Website
- scgamllc.com
- Phone
- 312-784-3952
- @scg-asset-management-llc
- SEC file
- 801-120215
- Structure
- New York LLC
- Fiscal year end
- December
SCG Asset Management uses J.P. Morgan ($16.8M) as custodian for its separately managed accounts. SCG Asset Management does not have custody of client assets.
- J.P. MorganJ.P. Morgan Securities LLC · Chicago, IL · $16.8M100%
At year end, SCG Asset Management’s separately managed accounts were largely in stocks (47%) and funds (32%).
What the accounts hold
- Stocks47%
- Non-exchange-traded equities39%
- Exchange-traded equities8%
- Funds32%
- Bonds1%
- Cash2%
- Other18%
- Non exchange traded debt instruments18%
How many clients does SCG Asset Management have?
SCG Asset Management has 8 clients and manages $159 million for them, as of March 2026. They include 7 high-net-worth individuals and 1 investment company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does SCG Asset Management offer?
SCG Asset Management provides portfolio management for individuals and small businesses and portfolio management for investment companies.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does SCG Asset Management use?
SCG Asset Management’s separately managed account assets are held at J.P. Morgan Securities LLC (Chicago, IL), with $16.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 March 2026
How many financial advisors does SCG Asset Management have?
SCG Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SCG Asset Management invest in?
At the end of its last fiscal year, SCG Asset Management’s separately managed accounts held 39% non-exchange-traded equities, 32% pooled vehicles (private funds and similar), 18% other, 8% exchange-traded equities, 2% cash and equivalents and 1% U.S. government and agency bonds. The 18% other category is described as: Non Exchange Traded Debt Instruments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns SCG Asset Management?
SCG Asset Management is owned through a trust and a chain of holding companies by Gregory H. Sachs Revocable Trust Udt DTD. 4/24/1998. Its direct owners are Sachs Capital Group, L.P. (75% or more) and Spencer Sachs Descendants Trust (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does SCG Asset Management get paid?
SCG Asset Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact SCG Asset Management?
SCG Asset Management’s main office is at 2132 Deep Water Lane, Suite 240a, Naperville, IL 60564. Its phone number is 312-784-3952. Its website is scgamllc.com.