Key facts
- Status: Acquired/Merged (Operating Subsidiary).
Leadership
- Kyle SpaldingManaging Director - Private Investments
- Max PapileVice President - Private Investments
- Peter LacailladeChief Investment Officer, Private Investments
- Sam MartinDirector - Public Investments
- ·Watchlist + deal alerts for SCS Financial
- ·The full record, as it builds
Funding rounds
No funding rounds for SCS Financial are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About SCS Financial
Operator of a wealth and investment management firm catering to ultra high net worth families and institutions. The company's services include elite wealth counsel, investment management and client service operations.
- Sector
- Financial Services
- HQ
- Boston, MA, United States
- Employees
- 148
- Website
- scsfinancial.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
SCS Financial doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in SCS Financial shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on SCS Financial in its N-PORT filings yet. We sweep new filings monthly.