SCOTT CAPITAL PARTNERS

RIASEC Registered
Total AUM
$48.9M
Discretionary
$44.4M
91% of AUM
Avg account
$16.3M
Accounts
3
Employees
3
Advisory reps
3

Firm details

Headquarters
DARIEN, Connecticut
CRD number
166358
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles90.8%
  • Corporations / Businesses9.2%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Scott Capital Partners is organized as an LLC and operates as both an independent registered investment adviser and a private equity fund manager that serves institutional clients. The firm functions as a capital allocator and provides portfolio management for pooled investment vehicles rather than focusing on retail wealth management. Its compensation includes performance-based fees alongside other fee arrangements. Scott Capital Partners does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Owners & executives

1 of 1
  • GREGORY SCOTT

    CEO and Managing DirectorCRD 2372408

Contacts

2 of 2
  • ANDREW MAURER

    Vice PresidentCRD 5249246

  • FREDERICK SCHOLTZ

    Managing DirectorCRD 1922701

Wealth teams

FINTRX

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

DARIEN, CT

FAIRFIELD

Location

DARIEN, CT

Headquartered in DARIEN, CT, 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
FAIRFIELD
Address
320 Boston Post Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth