S
$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
17 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-04-2009
- Office Locations
- 1
Office Locations
-- Charlotte NC
About SCD Capital, Inc.
SCD Capital, Inc. is a Charlotte-based boutique investment firm (Rowland Venture Capital) managing assets for a range of investors across retail and institutional channels. The firm emphasizes disciplined, patient investing focused on industry leaders and fast-growing companies with an eye to capital preservation, and serves as general partner to the Daily Capital Partners, L.P. long/short equity fund.
Team overview
56 AVG AGE
$9.5M AVG AUM / ADVISOR
$411.9K AVG AUM / CLIENT
17.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Available
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
SCOTT CHRISTOPHER DAILY
President,Chief Compliance Officer
- CRD
- #1943469
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,469,751 | -- |
| Non-Discretionary | $3,623 | -- |
| Total | $9,473,374 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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