Scge Management, L.P

CRD#157402
Investment Advisor Firm

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Overview

Scge Management, L.P operates as an advisory company based in Menlo Park, California. The firm has $1.8 billion in assets over three customer accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). The company has a small group of 13 employees, including six financial advisors. Scge Management, L.P does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like options, equities and bonds.

Scge Management, L.P administers all of the firm's accounts on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make buy and sell decisions for the client's account without needing the client's authorization. The investment advisory firm supervises an average of $609.0 million for each account. The typical financial advisor at Scge Management, L.P administers fewer than one client account, placing it among the most personalized advisor firms in the country.

The firm's central office is located at 2800 Sand Hill Rd., Menlo Park, California 94025-7055.

Number of Advisors

6

Disclosures

No

Office Location

2800 Sand Hill Rd.
Menlo Park, CA 94025-7055

Scge Management, L.P by the Numbers

Total Number of Employees

13

National Average: 4,943
Total Number of Accounts

3

National Average: 2,522
Average Account Size

$609.0 million

National Average: $1.3 million

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Fee Structure

Fees charged by financial advisors usually are based on the type of financial services provided. However, fee types billed by the company likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.

Available

  • Offered by 75% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 37% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 3% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company provides services to pooled investment vehicles. Out of its three clients, Scge Management, L.P's biggest client type is pooled investment vehicles. About 67% of the company's customers are from outside of the U.S.

  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Scge Management, L.P does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA