Scotia Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 140568
- Registered since
- March 23, 2009
- 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 SEC-registered investment adviser organized as an LLC and operating since 2009. The firm bills on a percentage-of-assets-under-management basis and lists portfolio management for businesses or institutions as its primary advisory activity. It is not classified as an allocator to external multi-asset platforms and does not identify as an active ESG investor. The firm’s ownership is individual rather than institutional or corporate.
Assets & Accounts
Investments & Alternatives
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%
Contacts
3 of 3Tara Frey
AssistantCRD 8193459
Paul Montgomery
Director of ResearchCRD 2020148
Kathryn Estes
Investment Advisor RepresentativeCRD 6312514
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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