SCEPTER FINANCIAL GROUP, LLC

RIASEC Registered
Total AUM
$10.3M
Discretionary
$10.3M
100% of AUM
Avg account
$5.1M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
Los Angeles, California
CRD number
294031
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Scepter Financial Group, LLC operates as a privately owned hedge fund organized as an LLC that focuses on institutional clients. The firm provides portfolio management for pooled investment vehicles and charges both a percentage-of-assets fee and performance-based fees. It does not present itself as an active ESG investor and is not characterized as a multi-state or newly formed adviser. The ownership is individual rather than corporate, and the firm does not act as a capital allocator or pension consultant. Industry affiliations listed include connections to accounting and real estate brokerage.

Assets & Accounts

Investments & Alternatives

Investment profile

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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
  • HUGH GROSS

    Founder and OwnerCRD 869933

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

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
13101 W Washington Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth