Scenic Management LLC

RIASEC RegisteredEst. 2026
Total AUM
$145M
Discretionary
$145M
100% of AUM
Avg account
$24.1M
Accounts
6
Employees
4
Advisory reps
4

Firm details

Headquarters
San Francisco, California
CRD number
315808
Registered since
June 18, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Scenic Management LLC is a limited liability company that operates as a venture capital manager and broker‑dealer, registered with the SEC in 2026. The firm advises pooled investment vehicles and serves an institutional client base, acting in sponsor/GP and managing‑member roles for its funds. Ownership is listed as a mix of domestic entity and individual. Its fee model combines percentage‑of‑AUM charges with performance‑based fees. Scenic is not flagged as an active ESG investor and is not a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Kathleen Boord

    Kathleen Boord

    COOCRD 8010134

Contacts

3 of 3
  • Constantine Pelos

    Constantine Pelos

    Managing DirectorCRD 1074631

  • Michael Sobel

    Michael Sobel

    President, Co-FounderCRD 2529966

  • Peter Christiansen

    Peter Christiansen

    Managing Director, Head of ResearchCRD 6951173

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth