Scott Capital Partners
Firm details
- Headquarters
- London,
- CRD number
- 332026
- Registered since
- September 16, 2024
- 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 a limited liability partnership that registered with the SEC in 2024. The firm serves individual and family clients and provides portfolio management for individuals and small businesses. Its fees are charged as a percentage of assets under management and via fixed fees. Scott Capital Partners does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not function as a capital allocator.
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 2Meenakashi Lakshmanan
Partner and the Chief Investment OfficerCRD 7959115
Anna O'shaughnessy
Partner & Chief Compliance OfficerCRD 6824263
Contacts
3 of 6James Lupton
Member, Management BoardCRD 2399180
Britta Pfister
PartnerCRD 7959117
David Scott
FounderCRD 7959114
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
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