Firm profile

Scenic Management LLC

SAN FRANCISCO, CACRD 315808Registration Status: ApprovedEffective since June 18, 2026Latest ADV July 30, 2026

Scenic Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated July 30, 2026, reports $145M in regulatory assets under management, 4 employees, and 6 accounts.

Assets Under Management
$145M
Employees
4
Offices
--
Total Clients
6
Primary office
SAN FRANCISCO, CA
915 BATTERY STREET, FIRST FLOOR, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOConstantine A. Pelos
COOKathleen E. Boord
CIOPeter P. Christiansen

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$145Mas of July 30, 2026
Discretionary100.0%
$145M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$145M
Total Accounts6
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee2:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.