DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at SCS CAPITAL MANAGEMENT LLC
Portsmouth, NH | BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SCS CAPITAL MANAGEMENT LLC | Independent wealth | Apr 6, 2026 | n/a | yes | Portsmouth, NH|BOSTON, MA | Current employment |
| JORDAN PARK GROUP LLC | Independent wealth | Jan 29, 2021 | Feb 5, 2025 | no | Hampton, NH|Portsmouth, NH | Previous registration |
| LAKE STREET ADVISORS | Former SEC adviser | Jul 3, 2019 | Jan 22, 2021 | no | PORTSMOUTH, NH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JORDAN PARK GROUP LLC | SCS CAPITAL MANAGEMENT LLC | Feb 5, 2025 | Apr 6, 2026 | 425 | Firm change after gap | RIA to RIA |
| LAKE STREET ADVISORS | JORDAN PARK GROUP LLC | Jan 22, 2021 | Jan 29, 2021 | 7 | Firm change | RIA to RIA |