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 classified as a hedge fund/other fund provider. The firm targets institutional clients and provides portfolio management for both individual/small business accounts and pooled investment vehicles. Its compensation model combines a percentage-of-assets fee with performance-based fees. Scalar Gauge also acts in sponsor and general partner capacities, serving as a managing member for pooled vehicles it sponsors. The firm is not positioned as an ESG-focused manager and does not operate as a multi-state adviser or pension consultant based on its filings. SEC registration dates to 2022.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    Founder and Portfolio ManagerCRD 6790293

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth