Scundi Investment Management, LLC

Overview

Scundi Investment Management, LLC is a small, owner-operated registered investment adviser that focuses on portfolio management for individual and family clients and small businesses. The firm shows a clear preference for publicly traded equities, using exchange-traded securities as the primary vehicle for client exposure. Fee arrangements include both percentage-of-assets and fixed-fee structures, and the business model centers on direct discretionary management rather than institutional or pension consulting. The firm’s filings indicate a straightforward advisory scope: personalized portfolio management rather than broad multi-state distribution or complex institutional solutions. Scundi is not positioned as a capital allocator to external private funds and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices