Scenic Management LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 315808
- Registered since
- June 18, 2026
- Website
- www.scenicmanagement.co
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Scenic Management LLC is a limited liability company that operates as a venture capital–oriented adviser and pooled‑vehicle sponsor. The firm is recorded as SEC‑registered in 2026 and identifies institutional investors as its primary client base. Its regulatory and business footprint combines advisory activity—portfolio management for pooled investment vehicles—with broker‑dealer functions and roles as sponsor, general partner, and managing member of fund vehicles. Fee arrangements include a percentage‑of‑assets component plus performance‑based compensation, reflecting a carry/incentive structure commonly used in venture capital strategies. Scenic Management does not identify as an active ESG investor and is not listed as a pension consultant or a multi‑state adviser in the source data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Kathleen Boord
COOCRD 8010134
Contacts
3 of 3Michael Sobel
President, Co-FounderCRD 2529966

Constantine Pelos
Managing DirectorCRD 1074631

Peter Christiansen
Managing Director, Head of ResearchCRD 6951173
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 915 Battery St
- Time zone
- PT (UTC-8)
- Office locations
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