Scale Investment Group

Overview

Scale Investment Group is a small, fee-based advisory LLC that focuses on discretionary and non-discretionary portfolio management for individuals, small businesses and institutional clients. The firm also offers pension consulting and the selection of other advisers, indicating it acts as a capital allocator and a coordinator of outside managers when client situations require it. Scale Investment Group does not identify as an active ESG investor and is not registered as a multi-state adviser; its business model centers on managing client portfolios under a percentage-of-AUM fee arrangement. Investment activity appears concentrated in pooled public vehicles rather than directly managed single-stock strategies. The adviser’s stated activities suggest it combines standard portfolio management with occasional selection and oversight of third-party advisers or managers for specific mandates, including pension-related consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices