SCS FINANCIAL PARTNERS LLC
CRD #292471 SEC #801-113841 BOSTON, MA 617-204-6400
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 24, 2018
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MATTOON, PETER, HENLEY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MATTOON, PETER, HENLEY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MATTOON, PETER, HENLEY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MATTOON, PETER, HENLEY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MCCUINE, JOSEPH, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MCCUINE, JOSEPH, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| MCCUINE, JOSEPH, EDWARD | I | MANAGING DIRECTOR | NA | Control |
| ORISTAGLIO, STEPHEN, MARK | I | MANAGING DIRECTOR | NA | Control |
| ORISTAGLIO, STEPHEN, MARK | I | MANAGING DIRECTOR | NA | Control |
| PERSKIE, PAMELA, NESSA | I | MANAGING DIRECTOR | NA | Control |
| PERSKIE, PAMELA, NESSA | I | MANAGING DIRECTOR | NA | Control |
| PERSKIE, PAMELA, NESSA | I | MANAGING DIRECTOR | NA | Control |
| PERSKIE, PAMELA, NESSA | I | MANAGING DIRECTOR | NA | Control |
| WALSER, WILLIAM, CARL | I | MANAGING DIRECTOR | NA | Control |
| WALSER, WILLIAM, CARL | I | MANAGING DIRECTOR | NA | Control |
| WALSER, WILLIAM, CARL | I | MANAGING DIRECTOR | NA | Control |
| WALSER, WILLIAM, CARL | I | MANAGING DIRECTOR | NA | Control |
| WALSH, JONATHAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, JONATHAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, JONATHAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALSH, JONATHAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCS CAPITAL MANAGEMENT LLC | DE | MEMBER (MANAGER) | E | Control |
| CLOSEST TO THE BAY, LLC | DE | MEMBER (MANAGER) | C | Control |
| CLOSEST TO THE BAY, LLC | DE | MEMBER (MANAGER) | C | Control |
| CLOSEST TO THE BAY, LLC | DE | MEMBER (MANAGER) | C | Control |
| SCS CAPITAL MANAGEMENT LLC | DE | MEMBER (MANAGER) | C | Control |
| SCS CAPITAL MANAGEMENT LLC | DE | MEMBER (MANAGER) | C | Control |
| SCS CAPITAL MANAGEMENT LLC | DE | MEMBER (MANAGER) | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS INC. | DE | FOCUS FINANCIAL PARTNERS, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS FINANCIAL PARTNERS, LLC | DE | FOCUS OPERATING, LLC | E | Control |
| FOCUS OPERATING, LLC | DE | SCS CAPITAL MANAGEMENT LLC | E | Control |
| FOCUS OPERATING, LLC | DE | SCS CAPITAL MANAGEMENT LLC | E | Control |
| FOCUS OPERATING, LLC | DE | SCS CAPITAL MANAGEMENT LLC | E | Control |
| FOCUS OPERATING, LLC | DE | SCS CAPITAL MANAGEMENT LLC | E | Control |
| MARK WAHLBERG TRUST DATED NOVEMBER 11, 2002 | DE | CLOSEST TO THE BAY, LLC | E | Control |
| MARK WAHLBERG TRUST DATED NOVEMBER 11, 2002 | DE | CLOSEST TO THE BAY, LLC | E | Control |
| MARK WAHLBERG TRUST DATED NOVEMBER 11, 2002 | DE | CLOSEST TO THE BAY, LLC | E | Control |
| TRIDENT VI PARALLEL FUND, L.P. | FE | TRIDENT FFP BLOCKER LLC | E | Control |
| TRIDENT VI PARALLEL FUND, L.P. | FE | TRIDENT FFP BLOCKER LLC | E | Control |
| WAHLBERG, MARK | I | MARK WAHLBERG TRUST DATED NOVEMBER 11, 2002 | E | Control |
| WAHLBERG, MARK | I | MARK WAHLBERG TRUST DATED NOVEMBER 11, 2002 | E | Control |
| WAHLBERG, MARK | I | MARK WAHLBERG TRUST DATED NOVEMBER 11, 2002 | E | Control |
| TRIDENT FFP BLOCKER LLC | DE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT FFP BLOCKER LLC | DE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT FFP BLOCKER LLC | DE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT FFP, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| TRIDENT FFP, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| TRIDENT FFP, L.P. | DE | FOCUS FINANCIAL PARTNERS, LLC | C | Control |
| TRIDENT VI, L.P. | FE | TRIDENT FFP, L.P. | C | Control |
| TRIDENT VI, L.P. | FE | TRIDENT FFP, L.P. | C | Control |
Registrations
Federal
IA
Aug 24, 2018 REGISTERED
Address
888 BOYLSTON STREETSUITE 1010
BOSTON, MA 02199
United States
Phone: 617-204-6400