SCALECO CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
324544
Registered since
December 14, 2022

Firm profile

FINTRX

Overview

Scaleco Capital is organized as a limited liability company and registered with the SEC in 2022. The firm appears to be individually owned and does not present itself as a capital allocator; instead its public filings and activity point to a sponsor/manager role in pooled investment vehicles. Scaleco does not list multi-state advisory activity, does not identify as an active ESG investor, and is not characterized as a newly formed adviser despite the recent registration year. Regulatory and business descriptors are sparse; the firm’s disclosed industry affiliations identify roles consistent with a sponsor and general partner — including acting as a managing member of pooled investment vehicles and maintaining law-firm level affiliations tied to fund formation or sponsor activities. That profile suggests Scaleco’s primary client-facing activity is fund management rather than running separate advisory relationships with individual retail accounts.

Assets & Accounts

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

Contacts

2 of 2
  • Brendan Anderson

    Founder & Managing PartnerCRD 7675350

  • DAVID JACOB

    Managing PartnerCRD 5826753

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
6700 Euclid Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth