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.
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SEC-registered adviser
S•• C•••••• P•••••••• L••
Latest filing May 1, 2026
First filing on the tape Mar 31, 2019 · 13 filings
SEC status approved since Apr 30, 2019
RAUM
$9.5B
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
44
21 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
11
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$9.5B as of May 1, 2026
Mar 30, 2020$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 1, 2026
Mar 30, 20200 then
Employees (5.A)44 as of May 1, 2026
Mar 30, 202012 then
Private funds11 as of May 1, 2026
Mar 30, 20204 then
RAUM +23% over the last fiscal year+31% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 1, 2026; 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
- $862MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%derivedbetween 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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $6.8B, 11 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$9.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.8B for 11 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
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
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•• D•••••• I••••••••• O••••••••• F••• I••• L••• | Private Equity Fund | $1.5B | 96 | Mar 31, 2022 |
| S•• D•••••• I••••••••• O••••••••• F••• I•• L••• | Private Equity Fund | $1.5B | 85 | Mar 30, 2020 |
| S•• D•••••• I••••••••• O••••••••• F••• I• L••• | Private Equity Fund | $1.1B | 71 | Apr 4, 2018 |
| S•• S••••• C••••••••• L••• | Private Equity Fund | $264M | 13 | Mar 31, 2019 |
| S•• S••••• H•••••••• L••no longer reported | Private Equity Fund | $201M | 5 | Mar 31, 2019 |
| S•• A••• C••••••••• L••• | Private Equity Fund | $164M | 8 | Mar 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- A••••• T•••• M••••••• · Managing Membercontrolsince 05/2017 · owns 50% to 75%
- K••••• D••••••• M••••• · Managing Membercontrolsince 01/2020 · owns 25% to 50%
- K••••• J•••••• D••••• · Chief Compliance Officer, Chief Financial Officer, Membercontrolsince 09/2017 · owns less than 5%
Related persons
Schedule D 7.A
- S•• D••• I• G•• L••pooled vehicle sponsorn
- S•• D••• I• G•• L••pooled vehicle sponsorn
- S•• D••• I•• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Charleston, SC2 employees
What changed
consecutive filings, newest first
- Accounts · 12 to 11Apr 30, 2025 to Mar 30, 2026
- Advisory employees · 22 to 21Apr 30, 2025 to Mar 30, 2026
- Pooled vehicle clients · 12 to 11Apr 30, 2025 to Mar 30, 2026
- Assets in custody · $4.7B to $6.8BApr 30, 2025 to Mar 30, 2026
- Employees · 41 to 44Apr 30, 2025 to Mar 30, 2026
- Private funds · 12 to 11Apr 30, 2025 to Mar 30, 2026
- Discretionary RAUM · $7.7B to $9.5BApr 30, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $7.7B to $9.5BApr 30, 2025 to Mar 30, 2026
- RAUM · $7.7B to $9.5BApr 30, 2025 to Mar 30, 2026
- Accounts · 5 to 12Mar 29, 2024 to Apr 30, 2025
- Advisory employees · 18 to 22Mar 29, 2024 to Apr 30, 2025
- Pooled vehicle clients · 5 to 12Mar 29, 2024 to Apr 30, 2025
- Assets in custody · $1.7B to $4.7BMar 29, 2024 to Apr 30, 2025
- Employees · 35 to 41Mar 29, 2024 to Apr 30, 2025
- Financial planning clients · unset to 0Mar 29, 2024 to Apr 30, 2025
- Other offices · 1 to 2Mar 29, 2024 to Apr 30, 2025
- Private funds · 5 to 12Mar 29, 2024 to Apr 30, 2025
- Discretionary RAUM · $4.5B to $7.7BMar 29, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $4.5B to $7.7BMar 29, 2024 to Apr 30, 2025
- RAUM · $4.5B to $7.7BMar 29, 2024 to Apr 30, 2025
- Advisory employees · 15 to 18Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $832M to $1.7BMar 31, 2023 to Mar 29, 2024
- Employees · 28 to 35Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $4.2B to $4.5BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $4.2B to $4.5BMar 31, 2023 to Mar 29, 2024
- RAUM · $4.2B to $4.5BMar 31, 2023 to Mar 29, 2024
- Advisory employees · 12 to 15Nov 3, 2022 to Mar 31, 2023
- Assets in custody · $504M to $832MNov 3, 2022 to Mar 31, 2023
- Employees · 20 to 28Nov 3, 2022 to Mar 31, 2023
- Discretionary RAUM · $3.5B to $4.2BNov 3, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $3.5B to $4.2BNov 3, 2022 to Mar 31, 2023
- RAUM · $3.5B to $4.2BNov 3, 2022 to Mar 31, 2023
- Accounts · 4 to 5Mar 30, 2021 to Mar 31, 2022
- Advisory employees · 9 to 12Mar 30, 2021 to Mar 31, 2022
- Pooled vehicle clients · 4 to 5Mar 30, 2021 to Mar 31, 2022
- Assets in custody · $390M to $504MMar 30, 2021 to Mar 31, 2022
- Employees · 16 to 20Mar 30, 2021 to Mar 31, 2022
- Other offices · 0 to 1Mar 30, 2021 to Mar 31, 2022
- Private funds · 4 to 5Mar 30, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.6B to $3.5BMar 30, 2021 to Mar 31, 2022
Signals
6 dated events
- S•• C•••••• P•••••••• L•• reported RAUM $7.7B, up 71% from $4.5B (2024-03-29 to 2025-04-30)Apr 30, 2025 · RAUM change · derived
- S•• C•••••• P•••••••• L•• reported RAUM $3.5B, up 121% from $1.6B (2021-03-30 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- S•• C•••••• P•••••••• L•• reported RAUM $1.6B, up 32% from $1.2B (2020-05-14 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- S•• C•••••• P•••••••• L•• reported RAUM $1.2B, up 135% from $506.6M (2019-12-02 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- Macrae Douglas Kaden (Managing Member) appeared on Schedule A of S•• C•••••• P•••••••• L••Mar 30, 2020 · Control person joined · fact
- S•• C•••••• P•••••••• L•• filed its initial SEC registration (Form ADV)Mar 31, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S•• C•••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- S•• C•••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/sdc-capital-partners-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w••.s•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-813-6700reportedpublic record, Form ADV, May 1, 2026
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
- Asset manager (funds and pooled vehicles)deriveda 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