Scotia Partners, LLC
RIASEC & State Registered
Total AUM
$111M
Discretionary
$111M
100% of AUM
Avg account
$55.4M
Accounts
2
Employees
3
Advisory reps
4
Firm details
- Headquarters
- ,
- CRD number
- 140568
- Registered since
- July 17, 2026
- Website
- dev.scotiapartners.com
- Custodians
- THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Scotia Partners, LLC is an Ohio-formed limited liability company that provides discretionary portfolio management focused on businesses and institutional clients. The firm is SEC registered (registered in 2026) and is state-registered in Pennsylvania. Ownership is listed as individual, and the firm bills clients on a percentage-of-assets-under-management basis. Scotia Partners does not identify as an active ESG investor and does not operate as a capital allocator or affiliated/related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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