SC Capital | SC Capital Holdings (SCC)

Investment Advisory & Management Specialist and Outsourced Chief Investment Officer (OCIO) for complex, sophisticated Family Offices and Ultra High Net Worth Individuals and Families 


About

  • Dreamers

  • Entrepreneurs 

  • Executives

  • Family Businesses and Enterprises 

  • Founders (including pre exit and post exit)

  • Influencers (including “Finfluencers”)

  • Innovators

  • Private Equity and Venture Capital Partners

  • Entertainment and Media Stars

  • Pro Athletes

  • Women Entrepreneurs, Executives and Founders

  • Family Offices (including newly formed, early stage and established)

Private Investment Advisory & Management firm based in Saint Petersburg, Florida specializing in comprehensive Outsourced Chief Investment Officer (OCIO) services and solutions specifically designed for complex, sophisticated Family Offices (Single Family and Multi Family Offices) and Ultra High Net Worth Individuals and Families, including Next Generation and Rising Generation New Wealth Creators and Wealth Transfers.  Led by a seasoned investment management and finance executive with extensive experience and a strong, successful track record of execution, performance and value creation over 23 years across the Family Office, Investment Advisory & Management and Private Equity space, the firm is supported by a cohesive, efficient and diversified team with a collaborative and entrepreneurial mentality inside an institutional framework.


Approach and Philosophy

Our permanent capital is flexible, patient and long term, allowing us to pursue an objective of long duration compounded capital growth, alpha generation and outsized absolute returns with a focus on 1) capital appreciation, significant wealth generation and long term value creation and 2) the fundamentals, discount to intrinsic value and market dislocations, while minimizing risk with downside protection.

Culture, Philosophy and Values

  • Alignment, Independence and Transparency

  • Collaboration, Trust and a Family-Centric Partnership Approach

  • Fiduciary, Stewardship, Service and Support

  • Unbiased, Customized, Objective and No Conflicts of Interest

  • Cohesive, Efficient, Diversified and Entrepreneurial Mentality

  • Contrarian and Value Investment Philosophy

  • Disciplined with an Opportunistic Approach

Stephen Collins, Founder, Managing Partner & Chief Investment Officer

Background


    • Collectibles

    • Commodities

    • Derivatives

    • Digital Assets

    • Exchange Traded Funds (ETFs)

    • Hedge Funds

    • Infrastructure

    • Private Credit

    • Private Equity

    • Public Equities

    • Real Estate

    • Secondaries

    • Structured Investments

    • Venture Capital

    • Specialized Alternatives:  Sports, Entertainment, Media and Technology

Investment Advisory & Management (Outsourced CIO Services)


Services

  • Design & Implementation, Legal & Operational Foundation, Leadership and Structure, Strategic Direction, Execution & Planning


  • “Family Constitution,” (Formation & Development of Culture, Family Employment Policy, Foundation, Legacy, Mission, Philosophy, Purpose, Structure, Values, Vision, conflict resolution, decision making, policies, procedures, processes, systems and voting rights)

    Board Formation, Development, Membership & Oversight (Structure, Policy & Participation, Family Members & Non-Family Members Roles and Responsibilities)

    Investment Committee Formation, Development, Membership & Oversight (Customized Investment Philosophy, Strategy & Policy)

    Wealth and Family Communication & Dynamics 

    Human Capital and Leadership Development & Training

    Next Generation, Rising Generation and Family Transition Advisory, Education, Planning & Sustainability 

Contact Us