SCV Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$70,000
Clients
0
Advisors
3
of 3 employees
About
SCV Capital LLC provides investment management primarily to pooled investment vehicles and institutional-type clients, including private funds and investment companies, rather than retail individual accounts. As of mid-2025 the firm’s advisory activity is limited; it reports managing proprietary assets and does not list individual advisory clients.
The firm uses fundamental analysis for public equities and private securities, assessing management quality, financials, regulatory factors and peer comparisons, and conducts detailed reviews of private placement and fund documents (including allocations, lock-ups and valuation of illiquid assets). It offers both discretionary and non-discretionary management and generally recommends longer-term strategies while avoiding frequent trading.
Compared with many investment-manager peers, SCV is atypical for its very small reported assets under management and for registering with the state after operating since 2021; it is led by a compact team with institutional asset-management backgrounds. The firm emphasizes private‑fund governance and operational review — including written proxy‑voting procedures and client consent protocols — and does not accept custody of client funds.
Client services
Expertise
Fee options
$1,000,000 - $10,000,000: 0.85% annually $10,000,001 - $25,000,000: 0.75% annually $25,000,001 - $50,000,000: 0.70% annually $50,000,001 - And Above: 0.60% annually
Account minimum: $1,000,000
Main office
Tower Lakes IL
Advisors at this office
3
Most active in
Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Gregory A
CFA®
Tower Lakes, IL
SCV Capital LLC
Gregory Anderson is a CFA® charterholder with six years of industry experience. He has worked at SCV Capital LLC since 2021 and previously spent five years at PPM America. SCV Capital LLC provides investment management primarily to pooled investment vehicles and institutional-type clients, focusing on fundamental analysis of public equities and private securities. The firm emphasizes private-fund governance and operational review, offering both discretionary and non-discretionary management with a preference for longer-term strategies.
Kevin M
CFA®
Tower Lakes, IL
SCV Capital LLC
Kevin Mccloskey is a CFA® charterholder and an investment advisor at SCV Capital LLC with six years of industry experience. He has worked at SCV Capital since 2021 and previously spent 13 years at PPM America Inc. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm focuses on fundamental analysis for public equities and thorough reviews of private securities, emphasizing long-term strategies while allowing for shorter-term adjustments based on client needs.
Jeffrey M
CFA®
Tower Lakes, IL
SCV Capital LLC
Jeffrey Moran is a CFA® charterholder and an advisor at SCV Capital LLC with five years of experience at the firm and 22 years in the industry, including 17 years at PPM America. He is based in Tower Lakes, Illinois. SCV Capital LLC provides discretionary and non-discretionary investment management primarily to pooled investment vehicles and institutional clients such as banks, pension funds, and nonprofit organizations. The firm employs fundamental analysis for public equities and detailed reviews for private securities, focusing on long-term strategies while allowing for shorter-term adjustments as needed.
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