DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Scm

Former SEC-registered adviserZurich, CRD 161264SEC 801-73711IAPD
Legal name Scm Advisers (USA) Ag
Latest filing Apr 5, 2013
First filing on the tape Feb 14, 2012 · 3 filings
RAUM
$272M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
2
$272M gross assets
History
3 filings and snapshots on the tape
RAUM$272M as of Apr 5, 2013
Feb 14, 2012$269M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 5, 2013
Mar 11, 20130 then
Employees (5.A)8 as of Apr 5, 2013
Mar 11, 20138 then
Private funds2 as of Apr 5, 2013
Feb 14, 20122 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 5, 2013; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$136MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
Custody
$128M, 2 clientsreportedItem 9.A
Ownership
controlled by a public reporting companyderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$128M for 2 clientsreported
Compensation
% of AUM, fixed, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      2 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Mercer Global Real Estate Select L.P.Real Estate Fund$60.3M6Feb 14, 2012
      Mercer International Private Equity Select III L.P.Private Equity Fund$45.7M3Feb 14, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • Paul Meyer · Directorcontrol
        since 02/2012 · owns less than 5%
      • Sascha Zeitz · Director, Ccocontrol
        since 04/2013 · owns less than 5%
      • Wolfgang Otto Stefan Hepp · Shareholdercontrol
        since 02/1996 · owns 50% to 75% of Scm Strategic Capital Management Ag
      Entity owners
      • Scm Strategic Capital Management Ag · Owner
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      • Scm Global Real Estate Select Gp LLC
        pooled vehicle sponsory
      • Scm International Private Equity Select Gp LLC
        pooled vehicle sponsory
      • Scm Pe IV General Partner S.A R.L.
        pooled vehicle sponsorn
      • Scm Strategic Capital Management (Luxembourg) S.A R.L.
        pooled vehicle sponsorn
      • Scm Strategic Capital Management Ag
        investment advisery
      • Scm Strategic Capital Management Asia Limited
        investment advisern
      Advisers that list Scm as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · unset to 5.0
        Feb 14, 2012 to Mar 11, 2013
      • BD registered reps · unset to 0.0
        Feb 14, 2012 to Mar 11, 2013
      • Assets in custody · $79.9M to $128M
        Feb 14, 2012 to Mar 11, 2013
      • Employees · unset to 8.0
        Feb 14, 2012 to Mar 11, 2013
      • State-registered IARs · unset to 0.0
        Feb 14, 2012 to Mar 11, 2013
      • Discretionary RAUM · $269M to $272M
        Feb 14, 2012 to Mar 11, 2013
      • RAUM · $269M to $272M
        Feb 14, 2012 to Mar 11, 2013
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026
      Across the graphs

      Scm is the same institution as 1 record in Real Estate Funds.

      Real Estate Funds1

      Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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