Scalar Gauge Management, LLC

RIASEC Registered
Total AUM
$199M
Discretionary
$199M
100% of AUM
Avg account
$33.2M
Accounts
6
Employees
3
Advisory reps
1

Firm details

Headquarters
Dallas, Texas
CRD number
287991
Registered since
May 2, 2022
Custodians
UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles66.8%
  • Corporations / Businesses33.2%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Scalar Gauge Management, LLC is organized as an LLC and is registered with the SEC (registered in 2022). The firm is classified as a hedge fund and other fund provider that serves primarily institutional clients. Its revenue model combines a percentage-of-assets-under-management fee with performance-based fees. Scalar Gauge provides portfolio management both for individuals and small businesses as well as for pooled investment vehicles, and it acts in sponsor/GP/managing member roles for pooled vehicles. The firm does not identify as an active ESG investor and is not structured as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.4M in ETFs

Passive

0%

$0

Active

100%

$1.4M

ETFProviderStyleCategoryValueShares% of portfolio
TRADR 15X SHORT NVDA DAILY ETF (NVDS)ActiveTrading Inverse Equity$1.4M60,000100.00%

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
5950 Sherry Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth