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They include 491 high-net-worth individuals, 78 pooled investment vehicles and 14 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does SCS Capital Management offer?","answer":"SCS Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does SCS Capital Management use?","answer":"SCS Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $13,080,241,000, Pershing Advisor Solutions LLC (Jersey City, NJ), with $5,853,628,000 and Charles Schwab & Co., Inc. (Orlando, FL), with $5,074,517,000. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SCS Capital Management have?","answer":"SCS Capital Management has 85 investment adviser representatives registered with state securities authorities, out of 213 employees, and 99 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SCS Capital Management invest in?","answer":"At the end of its last fiscal year, SCS Capital Management’s separately managed accounts held 45% registered funds (mutual funds, ETFs, BDCs), 23% exchange-traded equities, 15% pooled vehicles (private funds and similar), 10% cash and equivalents, 4% state and local bonds, 2% U.S. government and agency bonds and 1% investment grade corporate bonds. It advises 62 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns SCS Capital Management?","answer":"SCS Capital Management is owned through a chain of holding companies by CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier, & Rice Fund Xii, L.P. Its direct owners are Focus Operating, LLC (75% or more) and Focus SCS Holdings, Inc. (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 14 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does SCS Capital Management get paid?","answer":"SCS Capital Management is paid through a percentage of assets under management, fixed fees, performance-based fees and other arrangements. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}