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Private equityFirmfund of funds · probableupper middle market

SCS Capital Management LLC

Private Equity

Waltham, AL

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:f66690b1-06d5-4143-8990-c818778e30fd

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 95
Dated events: 40
On other graphs: 4
Observed: Sep 13, 2026 to Sep 13, 2026
23 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

SCS Capital Management LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

SCS CAPITAL MANAGEMENT LLC

Registered adviser · shared crd

Private Creditidentity

SCS CAPITAL MANAGEMENT LLC

Private credit manager · shared crd

Real Estate Fundsidentity

SCS Capital Management LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 38
PE funds: 30
Vintages: 2014 to 2023
PE GAV, 2024 filing: $8.3Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $30B
Investments: 0
Active investments: 0
Size band: UPPER MIDDLE MARKETderivedproxy: $8.26bn Private Equity Fund GAV on the Form ADV filed 2024-07-12
Latest ADV filing: Jul 12, 2024
Employees (ADV): 127

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Private Equity Ix - Buyouts, LP	2023	Unknown	Private Equity Fund	n/a	$181M
Private Opportunistic Assets II - Tax-Exempt, LP	2023	Unknown	Private Equity Fund	n/a	$0
Private Impact II, LP	2023	Unknown	Private Equity Fund	n/a	$0
Private Equity Ix - Venture/growth, LP	2023	Unknown	Private Equity Fund	n/a	$199M
Private Opportunistic Assets II - Opportunistic, LP	2023	Unknown	Private Equity Fund	n/a	$0
Private Opportunistic Assets II - Real Assets, LP	2023	Unknown	Private Equity Fund	n/a	$0
Private Co-Investment Opportunities IV, LP	2023	Unknown	Private Equity Fund	n/a	$19.1M
Private Equity Viii - Buyouts, LP	2021	Active deployment	Private Equity Fund	n/a	$618M
Early-Stage Venture Opportunities II, LP	2021	Unknown	Private Equity Fund	n/a	$157M
Private Opportunistic Assets - Opportunistic, LP	2021	Active deployment	Other Private Fund	n/a	$141M
Private Equity Viii - Venture/growth, LP	2021	Active deployment	Private Equity Fund	n/a	$169M
Private Opportunistic Assets - Real Assets, LP	2021	Active deployment	Private Equity Fund	n/a	$255M
Private Co-Investment Opportunities III, LP	2021	Active deployment	Private Equity Fund	n/a	$254M
Private Impact, LP	2020	Mature	Private Equity Fund	n/a	$27.7M
Private Co-Investment Opportunities II, LP	2020	Mature	Private Equity Fund	n/a	$466M
Early-Stage Venture Opportunities, LP	2020	Unknown	Private Equity Fund	n/a	$173M
Private Equity VII - Buyouts, LP	2020	Mature	Private Equity Fund	n/a	$524M
Private Equity VII - Venture/growth, LP	2020	Mature	Private Equity Fund	n/a	$279M
Private Credit IV - Income, LP	2020	Mature	Other Private Fund	n/a	$344M
Private Credit IV Offshore, LP	2020	Active deployment	Other Private Fund	n/a	$80.9M
Private Credit IV - Opportunistic, LP	2020	Mature	Other Private Fund	n/a	$244M
Private Co-Investment Opportunities, LLC	2019	Mature	Private Equity Fund	n/a	$342M
Private Real Assets III - Real Estate, LLC	2019	Mature	Private Equity Fund	n/a	$240M
Private Equity VI, LLC	2019	Mature	Private Equity Fund	n/a	$1.4B
Private Real Assets III - Natural Resources, LLC	2019	Mature	Private Equity Fund	n/a	$62.0M

Relationships

showing 80 of 95

Firm member (1)

→ SCS CapitalFirmAnchor adviser
factDFX's own graph

Employs (18)

→ Bradley Lane MacdonaldPersonChief Investment Officer
Jul 1, 2024 to presentfactForm ADV
→ Colin Thomas CampbellPersonManaging Director
Jan 1, 2021 to presentfactForm ADV
→ Melissa Marie SchnebergerPersonManaging Director
Jan 1, 2020 to presentfactForm ADV
→ Marcelo Alves VedovattoPersonChief Operating Officer
Jan 1, 2022 to presentfactForm ADV
→ Jonathan Richard WalshPersonChief Compliance Officer
Jan 1, 2017 to presentfactForm ADV
→ Peter Carlyle LacailladePersonManaging Director
Dec 1, 2015 to presentfactForm ADV
→ Douglas R. EderlePersonManaging Director
Nov 1, 2002 to presentfactForm ADV
→ Peter Henley MattoonPersonExecutive Chariman
Oct 1, 2019 to presentfactForm ADV
→ Antony J. AbbiatiPersonChief Executive Officer
Oct 1, 2019 to presentfactForm ADV
→ William C. WalserPersonManaging Director
Dec 1, 2008 to Mar 28, 2024inferenceForm ADV
→ Stephen Mark OristaglioPersonVice Chairman
Jan 1, 2022 to Mar 28, 2024inferenceForm ADV
→ Derek Michael DobeckiPersonManaging Director
Dec 1, 2013 to Mar 28, 2024inferenceForm ADV
→ Rory Leandrew WilforkPersonManaging Director
Jul 1, 2018 to Mar 28, 2024inferenceForm ADV
→ Stephen Barrett CarlsonPersonManaging Director
Jan 1, 2020 to Mar 28, 2024inferenceForm ADV
→ John Adams FoxPersonManaging Director
Jan 1, 2020 to Mar 28, 2024inferenceForm ADV
→ Alice Duncan BurleyPersonManaging Director
Jan 1, 2021 to Mar 28, 2024inferenceForm ADV
→ Samuel James HolbertPersonManaging Director
Jan 1, 2021 to Mar 28, 2024inferenceForm ADV
→ Heather Deering CrosbyPersonManaging Director
Apr 1, 2021 to Mar 28, 2024inferenceForm ADV

Manages (52)

→ Private Opportunistic Assets II - Opportunistic, LPFundPrivate Equity Fund
Sep 27, 2023 to presentfactForm ADV
→ Matheys Lane Cb Viii Investors LLCFundPrivate Equity Fund
Apr 30, 2021 to presentfactForm ADV
→ Matheys Lane Berkshire Investors LLCFundPrivate Equity Fund
Apr 30, 2021 to presentfactForm ADV
→ Matheys Lane Copley Asia II Investors LLCFundPrivate Equity Fund
Apr 30, 2021 to presentfactForm ADV
→ Matheys Lane Copley Xi Investors LLCFundPrivate Equity Fund
Apr 30, 2021 to presentfactForm ADV
→ Matheys Lane Nautic VII Investors LLCFundPrivate Equity Fund
Apr 30, 2021 to presentfactForm ADV
→ Matheys Lane Copley X Investors LLCFundPrivate Equity Fund
Apr 30, 2021 to presentfactForm ADV
→ Matheys Lane Thl Investors LLCFundPrivate Equity Fund
Apr 30, 2021 to presentfactForm ADV
→ Matheys Lane Nautic VI Investors LLCFundPrivate Equity Fund
Apr 30, 2021 to presentfactForm ADV
→ Matheys Lane Copley Asia Investors LLCFundPrivate Equity Fund
Apr 30, 2021 to presentfactForm ADV
→ Matheys Lane Copley Asia III Investors LLCFundPrivate Equity Fund
Apr 30, 2021 to presentfactForm ADV
→ REX Advisors Cb Investors LLCFundPrivate Equity Fund
Apr 30, 2021 to presentfactForm ADV
→ REX Advisors Copley Investors LLCFundPrivate Equity Fund
Apr 30, 2021 to presentfactForm ADV
→ Private Opportunistic Assets - Real Assets, LPFundPrivate Equity Fund
Oct 15, 2021 to presentfactForm ADV
→ Private Equity Viii - Buyouts, LPFundPrivate Equity Fund
Oct 15, 2021 to presentfactForm ADV
→ Early-Stage Venture Opportunities II, LPFundPrivate Equity Fund
Oct 15, 2021 to presentfactForm ADV
→ Private Opportunistic Assets - Opportunistic, LPFundOther Private Fund
Oct 15, 2021 to presentfactForm ADV
→ Private Co-Investment Opportunities III, LPFundPrivate Equity Fund
Oct 15, 2021 to presentfactForm ADV
→ Private Equity Viii - Venture/growth, LPFundPrivate Equity Fund
Oct 15, 2021 to presentfactForm ADV
→ Private Equity Ix - Venture/growth, LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ Private Co-Investment Opportunities IV, LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ Private Equity Ix - Buyouts, LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ Private Impact II, LPFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV
→ Private Opportunistic Assets II - Tax-Exempt, LPFundPrivate Equity Fund
Sep 27, 2023 to presentfactForm ADV
→ Private Opportunistic Assets II - Real Assets, LPFundPrivate Equity Fund
Sep 27, 2023 to presentfactForm ADV
→ SCS Private Investment Fund I LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ SCS Private Investment Fund II LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ SCS High Income Strategies Fund LLCFundOther Private Fund
Feb 21, 2014 to presentfactForm ADV
→ SCS Private Equity Fund III LLCFundPrivate Equity Fund
Feb 21, 2014 to presentfactForm ADV
→ SCS Private Real Assets I, LLCFundOther Private Fund
Mar 30, 2015 to presentfactForm ADV
and 22 more

Owns (9)

← Focus Operating, LLCFirmMember (Manager)
Jul 1, 2017 to presentfactForm ADV
← Focus Financial Partners, LLCFirmMember
Jul 1, 2018 to presentfactForm ADV
← Ferdinand Ffp Acquisition, LLCFirmShareholder, Class A Common Stock
Aug 1, 2023 to presentfactForm ADV
← Ferdinand Ffp Ultimate Holdings, LPFirmShareholder
Aug 1, 2023 to presentfactForm ADV
← Ferdinand Ffp Intermediate Holdings, LLCFirmMember
Aug 1, 2023 to presentfactForm ADV
← Ferdinand Ffp Parent, Inc.FirmMember
Aug 1, 2023 to presentfactForm ADV
← Cd&r Ferdinand Holdings, L.P.FirmPartner
Aug 1, 2023 to presentfactForm ADV
← Cd&r Ferdinand Co-Investor, L.P.FirmPartner
Aug 1, 2023 to presentfactForm ADV
← Clayton, Dubilier, & Rice Fund Xii, L.P.FirmPartner
Aug 1, 2023 to presentfactForm ADV

Dated events

19 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 1, 2024
Person joined
Bradley Lane Macdonald joined Schedule A of SCS Capital Management LLC as Chief Investment Officer
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Person left
John Alan Diorio (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Person left
Stephen Christopher Perry (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Person left
John Adams Fox (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Person left
Derek Michael Dobecki (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Person left
Michael Buckner Sweeny (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Person left
Heather Deering Crosby (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Person left
Alice Duncan Burley (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Person left
William Carol Walser (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Person left
Stephen Mark Oristaglio (Vice Chairman) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Person left
Rory Leandrew Wilfork (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Person left
Lillian Cullen Homer (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Person left
Samuel James Holbert (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 28, 2024
Person left
Stephen Barrett Carlson (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 31, 2023
Person left
Pamela Lynn Peedin (Chief Investment Officer) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Jan 1, 2023
Person joined
John Alan Diorio joined Schedule A of SCS Capital Management LLC as Managing Director
Form ADVobserved 6 days ago
Occurred
Jan 1, 2023
Person joined
Lillian Cullen Homer joined Schedule A of SCS Capital Management LLC as Managing Director
Form ADVobserved 6 days ago
Occurred
Aug 15, 2022
Person left
David Johnathan Mieczkowski (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Person left
Brian Thomas Brandt (Managing Director) no longer on Schedule A of SCS Capital Management LLC
Form ADVobserved 6 days ago
Occurred
Jan 1, 2022
Person joined
Pamela Lynn Peedin joined Schedule A of SCS Capital Management LLC as Chief Investment Officer
Form ADVobserved 6 days ago
Occurred
Jan 1, 2022
Person joined
Stephen Christopher Perry joined Schedule A of SCS Capital Management LLC as Managing Director
Form ADVobserved 6 days ago

Show 19 bookkeeping events

Occurred
Jul 14, 2026
SCS Capital Management LLC: Private Equity Funds on Form ADV 39 (2024 extract) -> 48 (roster 2026-09-01)
Occurred
Sep 27, 2023
Private Opportunistic Assets II - Tax-Exempt, LP first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund)
Occurred
Sep 27, 2023
Private Opportunistic Assets II - Opportunistic, LP first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund)
Occurred
Sep 27, 2023
Private Opportunistic Assets II - Real Assets, LP first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund)
Occurred
Mar 31, 2023
Fund 805-8561668424 no longer reported on Form ADV by SCS Capital Management LLC
Occurred
Mar 31, 2023
Private Impact II, LP first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund)
Occurred
Mar 31, 2023
Fund 805-4953317766 no longer reported on Form ADV by SCS Capital Management LLC
Occurred
Mar 31, 2023
Private Equity Ix - Buyouts, LP first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund)
Occurred
Mar 31, 2023
Private Co-Investment Opportunities IV, LP first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund)
Occurred
Mar 31, 2023
Private Equity Ix - Venture/growth, LP first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund)
Occurred
Oct 15, 2021
Private Opportunistic Assets - Real Assets, LP first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund)
Occurred
Oct 15, 2021
Early-Stage Venture Opportunities II, LP first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund)
Occurred
Oct 15, 2021
Private Opportunistic Assets - Opportunistic, LP first reported on Form ADV by SCS Capital Management LLC (Other Private Fund)
Occurred
Oct 15, 2021
Private Equity Viii - Buyouts, LP first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund)
Occurred
Oct 15, 2021
Private Equity Viii - Venture/growth, LP first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund)
Occurred
Oct 15, 2021
Private Co-Investment Opportunities III, LP first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund)
Occurred
Apr 30, 2021
REX Advisors Copley Investors LLC first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund), GAV $279,351
Occurred
Apr 30, 2021
Matheys Lane Copley Asia III Investors LLC first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund), GAV $1,227,058
Occurred
Apr 30, 2021
Matheys Lane Copley X Investors LLC first reported on Form ADV by SCS Capital Management LLC (Private Equity Fund), GAV $758,170

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Bradley Lane Macdonald (Chief Investment Officer), Colin Thomas Campbell (Managing Director), Melissa Marie Schneberger (Managing Director), Marcelo Alves Vedovatto (Chief Operating Officer), Jonathan Richard Walsh (Chief Compliance Officer), Peter Carlyle Lacaillade (Managing Director), Douglas R. Ederle (Managing Director), Peter Henley Mattoon (Executive Chariman), Antony J. Abbiati (Chief Executive Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:f66690b1-06d5-4143-8990-c818778e30fd
First observed: Sep 13, 2026
Last observed: Sep 13, 2026 6 days ago
Source families: Federal regulator filings
2 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SCS Capital Management LLC

Private Equity

Waltham, AL

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:f66690b1-06d5-4143-8990-c818778e30fd

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:32 AM UTC and rebuilt at most every 15 minutes.