A complete list of active advisors currently associated with Scd Capital, Inc.
Warmer can help you find a great advisor at Scd Capital, Inc. or one who fits your needs even better.
SCD Capital provides discretionary investment management to individuals, high‑net‑worth clients, and other entities, and also serves as investment manager and general partner for a related private pooled investment vehicle; the firm manages roughly $9.47 million across a small number of client relationships. Services include ongoing portfolio supervision for separate accounts and portfolio management for the private fund. The firm employs a primarily top‑down investment process that combines technical charting and cyclical analysis with focused fundamental research, and it may hold long and short positions across equities, ETFs, closed‑end funds and fixed‑income securities. SCD Capital may use margin borrowing in separately managed accounts and implements option strategies and short sales where appropriate, while tailoring investment policies to each client’s objectives. What distinguishes SCD Capital from many peers is its dual role as manager of a pooled long/short vehicle in addition to managing separate accounts, and its use of performance‑based compensation for the fund subject to a loss carry‑forward provision. The firm has a prior regulatory disclosure — a 2017 consent order related to block trading — and provides audited reporting and custodian statements for investors in its pooled vehicle.
To learn more about the advisors currently working at Scd Capital, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Charlotte, NC
| 31
|
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