SCALA CAPITAL LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 156165
- Registered since
- April 18, 2018
- Website
- www.scala-capital.com
- Custodians
- CHARLES SCHWAB & CO., INC., STONEX FINANCIAL INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI48.28%
- Pooled Investment Vehicles17.31%
- Other14.74%
- Individuals14.25%
- Banking / Thrift Institutions4.12%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Scala Capital LLC is an independent RIA and capital allocator organized as an LLC and registered with the SEC in 2018. The firm manages both separate account relationships and pooled vehicles, serving individual and family clients as well as institutional investors. Its advisory scope spans direct portfolio management for individuals and businesses, management of pooled investment vehicles, and selection of third‑party advisers and sub‑managers. Scala operates as an investment sponsor and as a general partner/managing member for its funds, which explains the firm's mix of traditional discretionary portfolios and private fund activity. Investment activity shows a clear tilt toward publicly traded equities through separately managed account structures, while the firm also commits capital to venture and other private funds that it sponsors or advises. Fee arrangements include asset‑based fees and performance‑based fees for its fund products, indicating use of incentive alignment in certain strategies. Scala is not described as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities31%
- Private Funds20%
- Investment Grade Corp Bonds13%
- Non-Investment Grade Corp Bonds10%
- Cash & Cash Equivalents10%
Contacts
3 of 5TERRENCE CUNNINGHAM
Managing DirectorCRD 1053612
ALBERTO SIBLESZ
PartnerCRD 5425706
ESTEFANIA GORMAN
Director of Client SuccessCRD 6168784
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MIAMI, FL
MIAMI DADE
Location
MIAMI, FL
Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 999 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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