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Sc Global Investments LLC (San Francisco)


Sc Global Investments LLC is a mid-sized advisory firm based in San Francisco. It manages $75 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of California and Massachusetts.

Sc Global Investments provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sc Global Investments: assets under management

The assets under management (AUM) of Sc Global Investments LLC is $75 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.17 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sc Global Investments LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Sc Global Investments LLC performs its advisory services is located at 1 Embarcadero, San Francisco, CA 94111 The mailing address of the firm is 268 Bush Street, San Francisco, CA 94104. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-256-8772. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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