SCP Investment, LP

RIASEC RegisteredEst. 2017
Total AUM
$1.2B
Discretionary
$1.2B
100% of AUM
Avg account
$90.6M
Accounts
13
Employees
4
Advisory reps
3

Firm details

Headquarters
,
CRD number
283397
Registered since
February 16, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

SCP Investment, LP is a limited partnership operating as a hedge fund manager that serves institutional clients. Formed in 2017, the firm functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and provides portfolio management for pooled investment vehicles. Its compensation structure combines a percentage-of-assets fee with performance-based fees. The firm does not present itself as an ESG investor and is not flagged as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

2 of 2
  • Kara Dille

    Kara Dille

    Chief Operating Officer & Chief Compliance OfficerCRD 4939251

  • Sanford Colen

    Sanford Colen

    CEO & Chief Investment OfficerCRD 1268630

Contacts

1 of 1
  • Isaac Souede

    Isaac Souede

    ChairmanCRD 1810230

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$4.4M in ETFs

Passive

100%

$4.4M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) HEALTH CARE SELECT SECTOR SPDR(R) ETF (XLV)State StreetPassiveHealth$1.5M10,00033.33%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth