SCS Financial held an investment portfolio worth $30.18 billion as of July 12, 2024, spread across private equity, real assets, natural resources, hedge funds and real estate. Its discretionary assets were valued at $26.53 billion. On July 12, 2024, the private equity portfolio stood at $8.25 billion, or 27.4% of the total portfolio, up from $7.7 billion on September 27, 2023. Private equity holdings span buyout, private equity growth expansion, co-investment, distressed debt, mezzanine and venture capital fund strategies, diversified across North America and Europe. The portfolio favors partnership investments of USD15-75 million in private equity funds and USD20-40 million in private credit and real assets, and it is open to first-fund investments. Commitments include funds of Summit Park, Ares Capital Europe and Meyer Bergman. The executive management team governs the firm's investments, and Mr. Lane MacDonald serves as Chief Investment Officer.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| New York Life Investment Management | Asset Manager | New York | Multifamily · Industrial · Co-investment | $740B | 5 |
| Brookfield Asset Management | Asset Manager | Toronto, Canada | Multifamily · Industrial · Opportunistic · Joint venture | $690B | 12 |
| KKR | Asset Manager | New York | Multifamily · Industrial · Core · Co-investment | $553B | 11 |
| Ares Management | Asset Manager | Los Angeles | Multifamily · Industrial · Core | $546B | 16 |
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