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Broker-dealer firm · SAN Francisco, CA

Scenic Management LLC

SEC-registered investment adviser · CRD 315808 · SEC 801-136535

At a glance

Scenic Management LLC is an SEC-registered investment adviser based in SAN Francisco, California, with $145 million in regulatory assets under management as of its Form ADV filed July 30, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a broker-dealer firm, ranked 306th of 391 broker-dealer firms and 13,870th of 17,210 SEC-registered advisers by assets.

Main office 415-844-0646scenicmanagement.coLinkedInAs filed on Form ADV

Regulatory AUM
$145M
Rank among broker-dealer firms
#306 of 391
Rank among all SEC RIAs
#13,870 of 17,210
Rank in California
#1,569 of 1,873
Clients
6
Accounts
6
Discretionary
100% of AUM
Employees
4
Advisory staff
2
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Scenic Management LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Affiliated broker-dealer

It names an affiliated broker-dealer: Battery East Group, LLC.

Other RIAs with an affiliated broker-dealer

Who it serves

Client typeClientsRegulatory AUMShare
Pooled investment vehicles6$145M100%

Private funds

Scenic Management LLC reports 6 private funds with $145M in gross assets: venture capital funds, other private funds (Form ADV Item 7.B).

Disciplinary disclosures

Scenic Management LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for pooled investment vehicles

How it’s paid

  • A percentage of assets under management
  • Performance-based fees

Form ADV and brochures on the SEC’s adviser search ↗scenicmanagement.co ↗

AtlasMembers

The full record on Scenic Management LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 1 years of filings
Locked
Growth over one, three and five years
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Rank against 129 peers of its type and size
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Owners and executives, with titles and stakes
4 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
2Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Scenic Management LLC manage?

Scenic Management LLC reports $145 million in regulatory assets under management across 6 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 30, 2026.

What kind of firm is Scenic Management LLC?

Scenic Management LLC is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser.

Who are Scenic Management LLC’s clients?

By assets, its largest client types are pooled investment vehicles ($145 million, 6 clients).

Does Scenic Management LLC manage private funds?

Yes. It reports 6 private funds with $145 million in gross assets, including venture capital funds, other private funds.

Does Scenic Management LLC have any disciplinary history?

Scenic Management LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Scenic Management LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →