STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
Adviser information for STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | 9 | $3.3M |
| Non-Discretionary | 1 | $7.5B |
| Total | 10 | $7.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 9 | $3.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $7.5B |
| 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 individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)INVESTMENT CONSULTING & STRATEGY |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | SEE SCHEDULE D, PAGE 5 |
Identifiers
| SEC RIA File Number | 801-60513 |
|---|---|
| SEC ERA File Number | 801-60513 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 114922 |
| Legal Entity Identifier | None |
Principal Office
357 BEACON STREETSUITE 2
BOSTON
MA
United States
Monday - Friday, 9-5
Tel: 617-450-9300, Fax: None
Websites
Chief Compliance Officer
BRIAN HUNTER
CHIEF COMPLIANCE OFFICER
357 BEACON STREET
SUITE 2
BOSTON
MA
United States
Tel:
(617) 450-9301
B******@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUNTER, BRIAN, ALAN | Individual | – | CHIEF COMPLIANCE OFFICER, CEO AND MANAGING DIRECTOR | 09/2008 | > 75% |