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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

SCS FINANCIAL PARTNERS LLC

CRD 292471

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8b73978b-6ae8-d34f-054e-a456b5bb0a0d

Data as of Aug 24, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2018 to Aug 24, 2018
4 observations

Across DFX

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.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Individual clients: 0
High net worth clients: 0
SEC number: 801-113841
CRD: 292471
Filings on the tape: 4
First filed: Jan 26, 2018
Latest filed: Aug 24, 2018
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLOSEST TO THE BAY, LLC	MEMBER (MANAGER)	C	yes	06/2018	Jul 17, 2018	Aug 24, 2018
FOCUS FINANCIAL PARTNERS INC.	Member	E	yes	07/2018	Aug 24, 2018	Aug 24, 2018
FOCUS FINANCIAL PARTNERS, LLC	Member	E	yes	01/2007	Jan 26, 2018	Aug 24, 2018
FOCUS OPERATING, LLC	Member	E	yes	07/2017	Jan 26, 2018	Aug 24, 2018
MARK WAHLBERG TRUST DATED NOVEMBER 11, 2002	Member	E	yes	05/2018	Jul 17, 2018	Aug 24, 2018
MATTOON, PETER, HENLEY	CHIEF EXECUTIVE OFFICER	Na	yes	01/2018	Jan 26, 2018	Aug 24, 2018
MCCUINE, JOSEPH, EDWARD	MANAGING DIRECTOR	Na	yes	01/2018	Jul 17, 2018	Aug 24, 2018
ORISTAGLIO, STEPHEN, MARK	MANAGING DIRECTOR	Na	yes	01/2018	Aug 24, 2018	Aug 24, 2018
PERSKIE, PAMELA, NESSA	MANAGING DIRECTOR	Na	yes	01/2018	Jan 26, 2018	Aug 24, 2018
SCS CAPITAL MANAGEMENT LLC	MEMBER (MANAGER)	C	yes	01/2018	Jan 26, 2018	Aug 24, 2018
WAHLBERG, MARK	Trustee	E	yes	11/2002	Jul 17, 2018	Aug 24, 2018
WALSER, WILLIAM, CARL	MANAGING DIRECTOR	Na	yes	01/2018	Jan 26, 2018	Aug 24, 2018
WALSH, JONATHAN, RICHARD	CHIEF COMPLIANCE OFFICER	Na	yes	01/2018	Jan 26, 2018	Aug 24, 2018

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SCS CAPITAL MANAGEMENT LLC	n/a	Independent wealth	$49B	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Relationships

Affiliated with (1)

→ SCS CAPITAL MANAGEMENT LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, control, common control
factForm ADV

Controls (12)

← MATTOON, PETER, HENLEYOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jan 26, 2018 to presentfactForm ADV
← MCCUINE, JOSEPH, EDWARDOwnerMANAGING DIRECTOR, ownership code NA, individual
Jul 17, 2018 to presentfactForm ADV
← PERSKIE, PAMELA, NESSAOwnerMANAGING DIRECTOR, ownership code NA, individual
Jan 26, 2018 to presentfactForm ADV
← WALSER, WILLIAM, CARLOwnerMANAGING DIRECTOR, ownership code NA, individual
Jan 26, 2018 to presentfactForm ADV
← WALSH, JONATHAN, RICHARDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 26, 2018 to presentfactForm ADV
← WAHLBERG, MARKOwnerTRUSTEE, ownership code E, individual
Jul 17, 2018 to presentfactForm ADV
← ORISTAGLIO, STEPHEN, MARKOwnerMANAGING DIRECTOR, ownership code NA, individual
Aug 24, 2018 to presentfactForm ADV
← CLOSEST TO THE BAY, LLCOwnerMEMBER (MANAGER), ownership code C, domestic entity
Jul 17, 2018 to presentfactForm ADV
← FOCUS FINANCIAL PARTNERS INC.OwnerMEMBER, ownership code E, domestic entity
Aug 24, 2018 to presentfactForm ADV
← FOCUS OPERATING, LLCOwnerMEMBER, ownership code E, domestic entity
Jan 26, 2018 to presentfactForm ADV
← MARK WAHLBERG TRUST DATED NOVEMBER 11, 2002OwnerMEMBER, ownership code E, domestic entity
Jul 17, 2018 to presentfactForm ADV
← SCS CAPITAL MANAGEMENT LLCOwnerMEMBER (MANAGER), ownership code C, domestic entity
Jan 26, 2018 to presentfactForm ADV

Dated events

Occurred
Jan 26, 2018
First Form ADV filing
Scs Financial Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b73978b-6ae8-d34f-054e-a456b5bb0a0d
First observed: Jan 26, 2018
Last observed: Aug 24, 2018 98 months ago
Source families: Federal regulator filings
3 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 FINANCIAL PARTNERS LLC

CRD 292471

BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8b73978b-6ae8-d34f-054e-a456b5bb0a0d

Data as of Aug 24, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLOSEST TO THE BAY, LLC

MEMBER (MANAGER)

yes

06/2018

Jul 17, 2018

Aug 24, 2018

FOCUS FINANCIAL PARTNERS INC.

Member

yes

07/2018

Aug 24, 2018

FOCUS FINANCIAL PARTNERS, LLC

Member

yes

01/2007

Jan 26, 2018

Aug 24, 2018

FOCUS OPERATING, LLC

Member

yes

07/2017

Jan 26, 2018

Aug 24, 2018

MARK WAHLBERG TRUST DATED NOVEMBER 11, 2002

Member

yes

05/2018

Jul 17, 2018

Aug 24, 2018

MATTOON, PETER, HENLEY

CHIEF EXECUTIVE OFFICER

yes

01/2018

Jan 26, 2018

Aug 24, 2018

MCCUINE, JOSEPH, EDWARD

MANAGING DIRECTOR

yes

01/2018

Jul 17, 2018

Aug 24, 2018

ORISTAGLIO, STEPHEN, MARK

MANAGING DIRECTOR

yes

01/2018

Aug 24, 2018

PERSKIE, PAMELA, NESSA

MANAGING DIRECTOR

yes

01/2018

Jan 26, 2018

Aug 24, 2018

SCS CAPITAL MANAGEMENT LLC

MEMBER (MANAGER)

yes

01/2018

Jan 26, 2018

Aug 24, 2018

WAHLBERG, MARK

Trustee

yes

11/2002

Jul 17, 2018

Aug 24, 2018

WALSER, WILLIAM, CARL

MANAGING DIRECTOR

yes

01/2018

Jan 26, 2018

Aug 24, 2018

WALSH, JONATHAN, RICHARD

CHIEF COMPLIANCE OFFICER

yes

01/2018

Jan 26, 2018

Aug 24, 2018

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SCS CAPITAL MANAGEMENT LLC

n/a

Independent wealth

$49B

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States