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SCP INVESTMENT, LP

4 Orinda Way
Suite 180-D
Orinda, California 94563
Tel: 925.253.1800

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About SCP INVESTMENT, LP

SCP INVESTMENT, LP, formally registered with the SEC as SCP INVESTMENT, LP. The firm was established in 02/16/2017. They have over 3 offices throughout the country.

SCP INVESTMENT, LP is a Orinda, California based Financial Planning firm with nearly $1,188,300,846 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283397
SEC#801-108352
Assets Managed by Firm$1,188,300,846
No. of Clients15
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total15$1,188,300,846

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