SDC CAPITAL PARTNERS, LLC
Adviser information for SDC CAPITAL PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 35 |
|---|---|
| Investment Advisory/Research | 18 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $4.5B |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $4.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $4.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
817 BROADWAY10TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 212-813-6700, Fax: None
Chief Compliance Officer
JOSHUA KURTZ
CHIEF FINANCIAL OFFICER, MEMBER
817 BROADWAY
10TH FLOOR
NEW YORK
NY
United States
Tel:
212-813-6700
J*****@*********************M
(Full email address available in API data)
Regulatory Contact
TODD AARON
MANAGING MEMBER
1080 MORRISON DRIVE
SUITE 220
CHARLESTON
SC
United States
Tel:
212-813-6700
T*****@*********************M
(Full email address available in API data)
Industry Affiliates
| SDC DIOF I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SDC DIOF II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| SDC DIOF III GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SDC ALLO CO-INVEST, L.P. | Private Equity Fund | $163.7M | $0.0M | 8 |
| SDC DIGITAL INFRASTRUCTURE OPPORTUNITY FUND I, L.P. | Private Equity Fund | $1,080.3M | $5.0M | 71 |
| SDC DIGITAL INFRASTRUCTURE OPPORTUNITY FUND II, L.P. | Private Equity Fund | $1,487.7M | $5.0M | 85 |
| SDC DIGITAL INFRASTRUCTURE OPPORTUNITY FUND III, L.P. | Private Equity Fund | $1,503.0M | $10.0M | 96 |
| SDC SUMMIT CO-INVEST, L.P. | Private Equity Fund | $263.9M | $0.0M | 13 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| AARON, TODD, MITCHELL | Individual | – | MANAGING MEMBER | 05/2017 | 50-75% |
| KURTZ, JOSHUA, DANIEL | Individual | – | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, MEMBER | 09/2017 | < 5% |
| KADEN, DOUGLAS, MACRAE | Individual | – | MANAGING MEMBER | 01/2020 | 25-50% |