Scge Management, L.P. is a large advisory firm based in Menlo Park. It manages $1.83 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.
Scge Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Scge Management, L.P. is $1.83 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 205% since the beginning of its operation, and $222.77 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Scge Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Douglas Mauro Leone is pooled investment vehicles with 3 clients and $1.83 billion of assets under management. Among the 10 most similar advisory firms, Scge Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.83 billion for 3 clients. 67% of the firm’s clients are foreign persons or businesses.
Scge Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 13 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Douglas Mauro Leone has been acting as President since 1 Oct 2017. Jeffrey Wang has served as the Chief Investment Officer since 1 Apr 2016. Kimberly Anne Summe joined the executive team most recently as the Chief Compliance Officer, Chief Operating Officer, General Counsel.
The principal office where Scge Management, L.P. performs its advisory services is located at 2800 Sand Hill Rd., Menlo Park, CA 94025 7055, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-854-3927 or by fax 650-854-2977. The normal business hours are 6 am - 6 pm on Monday - Friday. You can find more information about the New York firm at sequoiacap.com.