SCALEWORKS CAPITAL, LLC

RIASEC RegisteredEst. 2020
Total AUM
$198M
Discretionary
$198M
100% of AUM
Avg account
$39.7M
Accounts
5
Employees
11
Advisory reps
3

Firm details

Headquarters
SAN ANTONIO, Texas
CRD number
306560
Registered since
April 23, 2020
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Scaleworks Capital, LLC is an SEC‑registered investment adviser organized as a limited liability company and classified as a private equity fund manager. The firm’s advisory activity centers on managing pooled investment vehicles and acting in sponsor/GP and managing‑member roles. Its client base is institutional, and its compensation model combines a percentage‑of‑AUM fee with performance‑based fees, which aligns incentives with longer‑term private equity outcomes. The firm is not positioned as an active ESG investor and operates with a single‑state registration profile.

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

Owners & executives

1 of 1
  • JOYCE ANDREWS

    Chief Financial OfficerCRD 7717709

Contacts

2 of 2
  • Lewis Moorman (IV)

    Co-FounderCRD 7241892

  • Edward Byrne

    PartnerCRD 7227596

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

SAN ANTONIO, TX

BEXAR

Location

SAN ANTONIO, TX

Headquartered in SAN ANTONIO, TX, anchoring the San Antonio-New Braunfels-Pearsall, TX metro in the South.

Metro area
San Antonio-New Braunfels-Pearsall, TX
Region
South
County
BEXAR
Address
122 E Houston St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth