Scott Capital Partners
Firm details
- Headquarters
- London,
- CRD number
- 332026
- Registered since
- September 16, 2024
- Website
- scottcp.com
- Custodians
- BROWN SHIPLEY & CO
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.16%
- Other0.57%
- Individuals0.27%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Scott Capital Partners is an independent registered investment adviser organized as a limited liability partnership and SEC-registered in 2024. The firm is owned by an individual and focuses on wealth management for individuals and families, offering portfolio management services geared to individuals and small businesses. Its fee arrangements include assets-under-management fees and flat fee options. Scott Capital Partners does not describe itself as an active ESG investor, does not serve as a capital allocator or pension consultant, and is not designated as a 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
- Private Funds50%
- Exchange Traded Equities27%
- Sovereign Bonds12%
- US Government Bonds4%
- Investment Grade Corp Bonds4%
Owners & executives
2 of 2
Anna O'shaughnessy
Partner & Chief Compliance OfficerCRD 6824263
Meenakashi Lakshmanan
Partner and the Chief Investment OfficerCRD 7959115
Contacts
3 of 6Jeanette Tozer
PartnerCRD 7959112
David Scott
FounderCRD 7959114
James Gibbs
Executive MemberCRD 7959116
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
London, null
Location
London, null
Headquartered in London, null.
- Address
- 24 St Jamess Sq
- Office locations
Similar firms
Chicago Atlantic Advisers, LLC
RIAChicago, IL
Columbus Macro, LLC
RIACirrus Real Estate Partners
RIANew York, NY
The Arkansas Financial Group, Inc.
RIALittle Rock, AR
ELK River Wealth Management LLC
RIADenver, CO
Bentoak Capital
RIAWeatherford, TX