STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Overview

Strategic Capital Allocation Group, L.L.C. operates as a capital allocator focused heavily on publicly traded equities while also sourcing third‑party alternative managers. The firm serves a very small roster of large clients — a mix of high‑net‑worth individuals/families and institutional relationships — and positions itself to deliver bespoke portfolio management and adviser selection services rather than broad retail offerings. Its fee model combines percentage‑of‑AUM and fixed fees, and it lists portfolio management for individuals/small businesses and the selection of other advisers among its core advisory activities. Investment activity centers on separately managed equity exposures and manager selection. The firm is not an active ESG investor and does not advertise broad multi‑state distribution. Given the structure and client base, Strategic Capital Allocation Group emphasizes customized allocations, manager due diligence, and private fund sourcing alongside listed equity strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices