SCENIC MANAGEMENT LLC
CRD #315808 SEC #802-122288 SAN FRANCISCO, CA 415-844-0646
State Registered Exempt Reporting Broker-Dealer Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Boord, Kathleen | I | CHIEF OPERATING OFFICER | NA | Control |
| Christiansen, Peter, Putnam | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Christiansen, Peter, Putnam | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Christiansen, Peter, Putnam | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Christiansen, Peter, Putnam | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Christiansen, Peter, Putnam | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Christiansen, Peter, Putnam | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Christiansen, Peter, Putnam | I | CHIEF INVESTMENT OFFICER | NA | Control |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PELOS, CONSTANTINE, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SACKS, SPENCER, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| SACKS, SPENCER, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| SACKS, SPENCER, PAUL | I | CHIEF OPERATING OFFICER | NA | Control |
| SOBEL, MICHAEL, PHILIP | I | PRESIDENT | NA | Control |
| SOBEL, MICHAEL, PHILIP | I | PRESIDENT | NA | Control |
| SOBEL, MICHAEL, PHILIP | I | PRESIDENT | NA | Control |
| SOBEL, MICHAEL, PHILIP | I | PRESIDENT AND COO | NA | Control |
| SOBEL, MICHAEL, PHILIP | I | PRESIDENT AND COO | NA | Control |
| SOBEL, MICHAEL, PHILIP | I | PRESIDENT AND COO | NA | Control |
| SOBEL, MICHAEL, PHILIP | I | PRESIDENT | NA | Control |
| SCENIC ADVISEMENT, INC. | DE | OWNER | E | Control |
| SCENIC ADVISEMENT, INC. | DE | OWNER | E | Control |
| SCENIC ADVISEMENT, INC. | DE | OWNER | E | Control |
| SCENIC ADVISEMENT, INC. | DE | OWNER | E | Control |
| SCENIC ADVISEMENT, INC. | DE | OWNER | E | Control |
| SCENIC ADVISEMENT, INC. | DE | OWNER | E | Control |
| SCENIC ADVISEMENT, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COHN FAMILY TRUST DTD 3/25/09 | DE | SCENIC ADVISEMENT, INC. | C | |
| COHN FAMILY TRUST DTD 3/25/09 | DE | SCENIC ADVISEMENT, INC. | C | |
| COHN FAMILY TRUST DTD 3/25/09 | DE | SCENIC ADVISEMENT, INC. | C | |
| COHN FAMILY TRUST DTD 3/25/09 | DE | SCENIC ADVISEMENT, INC. | C | |
| COHN FAMILY TRUST DTD 3/25/09 | DE | SCENIC ADVISEMENT, INC. | C | |
| COHN FAMILY TRUST DTD 3/25/09 | DE | SCENIC ADVISEMENT, INC. | C | |
| SOBEL FAMILY TRUST, DTD 2/23/06 | DE | SCENIC ADVISEMENT, INC. | C | |
| SOBEL FAMILY TRUST, DTD 2/23/06 | DE | SCENIC ADVISEMENT, INC. | C | |
| SOBEL FAMILY TRUST, DTD 2/23/06 | DE | SCENIC ADVISEMENT, INC. | C | |
| SOBEL FAMILY TRUST, DTD 2/23/06 | DE | SCENIC ADVISEMENT, INC. | C | |
| SOBEL FAMILY TRUST, DTD 2/23/06 | DE | SCENIC ADVISEMENT, INC. | C | |
| SOBEL FAMILY TRUST, DTD 2/23/06 | DE | SCENIC ADVISEMENT, INC. | C |
Registrations
Federal
ERA
Mar 24, 2025 REGISTERED
Address
915 BATTERY STREETFIRST FLOOR
SAN FRANCISCO, CA 94111
United States
Phone: 415-844-0646