Scge Management, L.P. (Menlo Park)

Name: Scge Management, L.P.
Address: 2800 Sand Hill Rd., Menlo Park, CA, 94025 7055
Telephone: 650-854-3927

Scge Management, L.P. is a large advisory firm based in Menlo Park. It manages $1.83 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012.

Scge Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Scge Management: assets under management

The assets under management (AUM) of Scge Management, L.P. is $1.83 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 205% since the beginning of its operation, and $222.77 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.83 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $609 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scge Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Douglas Mauro Leone serves?

The only and largest group of clients of Douglas Mauro Leone is pooled investment vehicles with 3 clients and $1.83 billion of assets under management. Among the 10 most similar advisory firms, Scge Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.83 billion for 3 clients. 67% of the firm’s clients are foreign persons or businesses.

Scge Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Scge Management, L.P.

The company employs 13 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Douglas Mauro Leone has been acting as President since 1 Oct 2017. Jeffrey Wang has served as the Chief Investment Officer since 1 Apr 2016. Kimberly Anne Summe joined the executive team most recently as the Chief Compliance Officer, Chief Operating Officer, General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ralph Ho	Chief operating officer	1 Nov 2008	Other	2621717
Christopher Brown Lyle	Portfolio manager	1 Nov 2008	25% - 50%	6022203
Melinda Ann Dunn	Chief compliance officer	1 Nov 2008	Other	2143561
Ltd. Scge Genpar	General partner	1 Dec 2008	Other	98-0603717
L.P. Osf A Global Apportionment	Limited partner	1 Jan 2012	50% - 75%	98-0684285
Jeffrey Wang	Chief investment officer	1 Apr 2016	Other	4535467
Jung Yeon Son	Chief compliance officer	1 Oct 2016	Other	6736350
Jung Yeon Son	Chief compliance officer	1 Dec 2016	Other	6736350
Kimberly Anne Summe	Chief operating officer	1 Mar 2017	Other	5465806
Jeffrey Wang	Managing partner	1 Jun 2017	Other	4535467
Patrick Fu	Managing partner	1 Jun 2017	Other	6810720
Kimberly Anne Summe	Chief compliance officer, chief operating officer, general counsel	1 Oct 2017	Other	5465806
Douglas Mauro Leone	Director	1 Oct 2017	Other	6021395

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Ltd. Osm Global Apportionment	General partner	1 Feb 2010	Other	98-0684278

Based in Menlo Park

The principal office where Scge Management, L.P. performs its advisory services is located at 2800 Sand Hill Rd., Menlo Park, CA 94025 7055, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-854-3927 or by fax 650-854-2977. The normal business hours are 6 am - 6 pm on Monday - Friday. You can find more information about the New York firm at sequoiacap.com.