Scalar Gauge Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$199M
Discretionary
$199M
100% of AUM
Avg account
$33.2M
Accounts
6
Employees
3
Advisory reps
1

Firm details

Headquarters
Dallas, Texas
CRD number
287991
Registered since
May 2, 2022
Custodians
UBS FINANCIAL SERVICES INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles66.8%
  • Corporations / Businesses33.2%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Scalar Gauge Management, LLC is a small, SEC-registered investment manager organized as an LLC and operating with an institutional client focus. The firm provides portfolio management both for individual/small business accounts and for pooled investment vehicles. Its business model combines a standard asset-based fee with performance-linked compensation, and it serves as sponsor/GP/managing member for pooled vehicles it advises. Scalar Gauge is not positioned as an ESG-focused investor and is not described as a multi-state adviser. Registered in 2022, the firm is classified in FINTRX data as a hedge fund and other fund provider rather than a traditional discretionary RIA-only allocator. Its stated client base is institutional, and its services include active portfolio management across separate accounts and pooled funds.

Assets & Accounts

Public Holdings

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

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 3%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents3%

Contacts

1 of 1
  • Sumit Gautam

    Sumit Gautam

    Founder and Portfolio ManagerCRD 6790293

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.4M in ETFs

Passive

0%

$0

Active

100%

$1.4M

ETFProviderStyleCategoryValueShares% of portfolio
TRADR 15X SHORT NVDA DAILY ETF (NVDS)ActiveTrading Inverse Equity$1.4M60,000100.00%

Location

Primary office

Dallas, TX

Dallas

Location

Dallas, TX

Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Dallas
Address
5950 Sherry Ln
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth