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STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

Business and Investment Profile

The STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. is a privately held investment adviser that advises $2.84Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 71.04% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 24.95 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 357 BEACON STREET SUITE 2, BOSTON, MASSACHUSETTS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 0 employees comprised of 0 investment and 0 non-investment staff. The total number of Employees decreased by 100% over the last 5-years.

Asset Profile

Their $2.84Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of Other Investment Advisers clients own $2.84Bn or 99.88% of Total Assets and High Net Worth Individuals own $3.45mn or 0.12% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Other Investment Advisers and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees and management fees.

Sub-Advisers

STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.

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Keywords: Strategic Capital Allocation Group, Allocation
Generated 2026-09-12T06:48:38.8520989.  © 2026 Convergence.