SCENIC MANAGEMENT LLC
Adviser information for SCENIC MANAGEMENT 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 | 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-122288 |
|---|---|
| SEC ERA File Number | 802-122288 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 315808 |
| Legal Entity Identifier | None |
Principal Office
915 BATTERY STREETFIRST FLOOR
SAN FRANCISCO
CA
United States
Monday - Friday, 9AM TO 5PM
Tel: 415-844-0646, Fax: None
Chief Compliance Officer
DEAN PELOS
915 BATTERY STREET
FIRST FLOOR
SAN FRANCISCO
CA
United States
Tel:
224-548-9262
D*********@************M
(Full email address available in API data)
Industry Affiliates
| SCENIC ADVISEMENT | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| SCENIC PRIVATE ACCESS FUND I, LP | OPPORTUNISTIC PRIVATE SECURITIES FUND | $25.8M | $5.0M | 20 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PELOS, CONSTANTINE, ANDREW | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2021 | < 5% |
| SCENIC ADVISEMENT, INC. | Domestic Entity | – | OWNER | 07/2021 | > 75% |
| COHN FAMILY TRUST DTD 3/25/09 | Domestic Entity | SCENIC ADVISEMENT, INC. | SHAREHOLDER | 07/2019 | 25-50% |
| SOBEL FAMILY TRUST, DTD 2/23/06 | Domestic Entity | SCENIC ADVISEMENT, INC. | SHAREHOLDER | 07/2019 | 25-50% |
| SOBEL, MICHAEL, PHILIP | Individual | – | PRESIDENT AND COO | 07/2021 | < 5% |
| Christiansen, Peter, Putnam | Individual | – | CHIEF INVESTMENT OFFICER | 07/2021 | < 5% |