Strategic Capital Allocation Group

Overview

Strategic Capital Allocation Group is an investment strategy firm specializing in customized global asset allocation across traditional and alternative investments, including hedge funds and private equity. It serves endowments, foundations, other institutional investors, ultra-high-net-worth individuals, and family offices. The firm is registered with the SEC as an investment adviser and reported $2.8B in regulatory assets under management on its latest Form ADV. Its reported client types include high net worth individuals and other advisers.

Services

• Portfolio management
• Pension consulting
• Selecting other advisers

Advisory services reported on Form ADV (Item 5.G)

• Portfolio management (individuals/small business)
• Pension consulting
• Selecting other advisers
• Other

Location

See more firms in Massachusetts and Boston.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 114922), filed 03/31/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.