SCG ASSET MANAGEMENT LLC

Overview

SCG Asset Management LLC is an SEC-registered investment adviser operating as a limited liability company since 2021. The firm serves a small number of high-balance clients across individual, family and institutional segments, providing portfolio management for individuals/small businesses and for investment companies. Fee arrangements combine a percentage of AUM with fixed fees, and the adviser does not identify as a pension consultant, capital allocator, related adviser or active ESG investor. Investment implementation leans toward client-directed positions: the majority of assets are managed on a non-discretionary basis, while a smaller sleeve is discretionary. The firm’s publicly reported asset mix signals a meaningful tilt toward non-exchange traded equities, suggesting work with restricted stock, privately held equity stakes or other off‑exchange positions alongside traditional liquid holdings. Custody and execution appear to be handled through established broker‑dealer custodians rather than in‑house clearing.

Assets & Accounts

Investments & Alternatives

Location & Offices