SCALEBUILDER, LLC

RIASEC RegisteredEst. 2022
Total AUM
$146M
Discretionary
$146M
100% of AUM
Avg account
$48.6M
Accounts
3
Employees
4
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
313276
Registered since
August 3, 2022
Fee structure
Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Scalebuilder, LLC is organized as a hedge-fund adviser that focuses on managing pooled investment vehicles for institutional clients. The firm is structured to take performance-based fees and concentrates on active portfolio management rather than broad retail advisory. Its stated advisory activity centers on portfolio management for pooled vehicles, and the client base is institutional and highly concentrated. Investment activity shows a clear tilt toward credit-oriented alternatives: Scalebuilder allocates to private placements and private credit and also invests in corporate debt. The firm does not position itself as an active ESG investor. Ownership is listed as a mix of a foreign entity and an individual, and Scalebuilder operates with a limited number of large client relationships rather than many small accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • BRENDAN MCCARTY

    Managing MemberCRD 3130263

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
410 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth