Overview
Assets Under Management: $307 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 57
Average Client Assets: $2 million
Frequently Asked Questions
SCALA CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #156165), SCALA CAPITAL LLC is subject to fiduciary duty under federal law.
SCALA CAPITAL LLC is headquartered in MIAMI, FL.
SCALA CAPITAL LLC serves 57 high-net-worth clients according to their SEC filing dated January 30, 2025. View client details ↓
According to their SEC Form ADV, SCALA CAPITAL LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SCALA CAPITAL LLC manages $307 million in client assets according to their SEC filing dated January 30, 2025.
According to their SEC Form ADV, SCALA CAPITAL LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 544
Discretionary Accounts: 464
Non-Discretionary Accounts: 80
Regulatory Filings
CRD Number: 156165
Last Filing Date: 2025-01-30 00:00:00
Website: https://scala-capital.com