{ "crd_number": 291389, "slug": "sdc-capital-partners-llc-new-york-ny-291389", "primary_business_name": "SDC CAPITAL PARTNERS, LLC", "legal_name": "SDC CAPITAL PARTNERS, LLC", "dbas": [], "city": "New York", "state": "NY", "country": "United States", "cbsa_code": "35620", "metro": { "cbsa_code": "35620", "common_name": "New York", "msa_name": "New York-Newark-Jersey City, NY-NJ", "path": "/advisors/ny/new-york" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2019-04-30", "years_registered": 7, "period": "2026-10-01", "filing_date": "2026-05-01", "carried_forward": false, "raum_total": 9484510000.0, "raum_discretionary": 9484510000.0, "raum_non_discretionary": 0.0, "raum_band": "over_5b", "raum_band_label": "Over $5 billion", "total_employees": 44, "advisory_employees": 21, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 9484510000.0, "count": 11 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NY", "SC" ], "websites": [ "https://linkedin.com/company/sdc-capital-partners-llc", "https://sdccapitalpartners.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291389", "city_as_filed": "NEW YORK", "url": "https://advisorcensus.com/firm/sdc-capital-partners-llc-new-york-ny-291389", "display_name": "SDC Capital Partners, LLC", "summary": "SDC Capital Partners, LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2019, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 1, 2026.", "citation": "AdvisorCensus. SDC Capital Partners, LLC (CRD 291389): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is SDC Capital Partners, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), SDC Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees." }, { "q": "How much does SDC Capital Partners, LLC charge?", "a": "Its Form ADV Part 2A brochure dated May 1, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is SDC Capital Partners, LLC located?", "a": "SDC Capital Partners, LLC's principal office is in New York, NY, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F)." }, { "q": "Is SDC Capital Partners, LLC registered with the SEC or a state?", "a": "SDC Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 291389." }, { "q": "How much does SDC Capital Partners, LLC manage?", "a": "SDC Capital Partners, LLC reports $9,484,510,000 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary)." }, { "q": "How have SDC Capital Partners, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for SDC Capital Partners, LLC: Regulatory assets under management: $1,569,427,000 in the October 2021 data and $9,484,510,000 in the October 2026 data, up 504%. Total employees: 16 in October 2021 and 44 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does SDC Capital Partners, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (11)." }, { "q": "Does SDC Capital Partners, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291389" }, { "q": "What changed in SDC Capital Partners, LLC's recent Form ADV filings?", "a": "In the June 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1569427000.0, "total_employees": 16, "filing_date": "2021-03-30" }, { "period": "2022-10-01", "regulatory_assets_under_management": 3473502000.0, "total_employees": 20, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 4241856000.0, "total_employees": 28, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 4498675000.0, "total_employees": 35, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 7680907000.0, "total_employees": 41, "filing_date": "2025-04-30" }, { "period": "2026-10-01", "regulatory_assets_under_management": 9484510000.0, "total_employees": 44, "filing_date": "2026-05-01" } ], "recent_changes": [ { "period": "2026-06-01", "period_label": "June 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 22 to 21.", "Regulatory assets under management went from $7,680,907,000 to $9,484,510,000 (+23%).", "Changed its office addresses in Charleston, SC.", "Changed its office addresses in London.", "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated May 1, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": "2% of assets a year", "stated_range": null, "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [], "figures": [ { "label": "Asset-based fee", "statements": [ "Asset-based fee: 2% of assets a year" ], "quotes": [ "Until the earlier of (i) the end of each Main Fund’s commitment period or (ii) the date upon which management fees receives or begin to accrue to SDC in respect of any successor fund that may be formed in respect of such Main Fund, the management fee is 2.0% (per annum) of the aggregate capital commitments." ] } ], "values": { "tiers": [ { "min": null, "max": null, "rate_pct": 2.0 } ], "range_pct": null, "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [] }, "quotes": [ "Until the earlier of (i) the end of each Main Fund’s commitment period or (ii) the date upon which management fees receives or begin to accrue to SDC in respect of any successor fund that may be formed in respect of such Main Fund, the management fee is 2.0% (per annum) of the aggregate capital commitments." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/sdc-capital-partners-llc-new-york-ny-291389.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 11, "fewer_than_5": false, "raum": 9484510000.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291389", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }