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. The firm is active across all asset classes and investment strategies within Private and Public Markets with a primary focus on attractive, compelling and unique Direct Investments and Co-Investments on the private side, including Specialized Alternatives. 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 24 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 Deep Value Investment Philosophy

  • Discount to Intrinsic Value

  • Disciplined with an Opportunistic Approach

Stephen Collins, Founder, Managing Partner & Chief Investment Officer

Background

Customized Concierge, White Glove Services and Solutions

  • Outsourced CIO Services

    Asset Allocation, Due Diligence, Investment Committee Development, Membership & Oversight, Customized Investment Philosophy, Strategy & Policy, Manager Selection, Benchmarking & Performance Reporting, Portfolio Construction, Optimization & Reporting, Custodian & Financial Institution Administration, Compliance, Risk Management and Originating & Structuring Investments

    Allocations across all asset classes and investment strategies within Private and Public Markets, including the following:

    • Collectibles

    • Commodities

    • Derivatives

    • Digital Assets

    • Exchange Traded Funds (ETFs)

    • Hedge Funds

    • Infrastructure

    • Private Credit

    • Public Equities

    • Real Estate

    • Secondaries

    • Structured Investments

    • Venture Capital

    • Specialized Alternatives: Sports, Entertainment, Media, Technology (including FinTech and WealthTech), Beauty, Fashion, Health and Wellness, Lifestyle, Luxury, etc

    Direct Investments, Co-Investments, Fund Investments, Equity & Debt Investments, Recapitalizations, Distressed, Opportunistic, Special Situation & Value-Add Investments

    Single Purpose Entities/Vehicles, Investment Clubs, Fund of Funds, Separately Managed Accounts, Sidecar Vehicles and Syndications

    Entity & Platform Investments, JV & Preferred Equity, Co GP Equity, Minority/Majority LP Equity & Capital Partner Replacements, Programmatic Joint Ventures, Debt Restructuring/Workout & Structured Finance, Rescue & Turnaround Capital

  • 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

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