Scott Capital Partners

RIASEC RegisteredEst. 2024
Total AUM
$739M
Discretionary
$656M
89% of AUM
Avg account
$10.6M
Accounts
70
Employees
18
Advisory reps
8

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
  • HNWI99.82%
  • Other0.18%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Scott Capital Partners operates as a Limited Liability Partnership and is registered with the SEC since 2024. The firm focuses on providing portfolio management services primarily for individuals and small businesses, as well as for pooled investment vehicles. With a client base that includes both individuals and families, Scott Capital Partners employs a fee structure that consists of a percentage of assets under management and fixed fees. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Private Funds 50%, Exchange Traded Equities 27%, Sovereign Bonds 12%, US Government Bonds 4%, Investment Grade Corp Bonds 4%, Non-Exchange Traded Equities 1%, Cash & Cash Equivalents 1%, Other 1%50%
  • Private Funds50%
  • Exchange Traded Equities27%
  • Sovereign Bonds12%
  • US Government Bonds4%
  • Investment Grade Corp Bonds4%

Owners & executives

2 of 2

  • Meenakashi Lakshmanan

    Partner and the Chief Investment OfficerCRD 7959115

  • Anna O'shaughnessy

    Anna O'shaughnessy

    Partner & Chief Compliance OfficerCRD 6824263

Contacts

3 of 6

  • James Lupton

    Member, Management BoardCRD 2399180

  • Britta Pfister

    PartnerCRD 7959117

  • David Scott

    FounderCRD 7959114

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

London, null

Location

London, null

Headquartered in London, null.

Address
24 St Jamess Sq
Office locations

Similar firms

Stonebridge Financial Group

RIA

Grand Rapids, MI

AUM $739MTEAM 5REPS 5

Paragon Capital Management LLC

RIA

Overland Park, KS

AUM $740MTEAM 10REPS 8

Nicholas Wealth Management

RIA

Marietta, GA

AUM $740MTEAM 19REPS 9

Bayshore Wealth Advisors

RIA

Coral Gables, FL

AUM $740MTEAM 4REPS 3

AM Investment Strategies, LLC

RIA

Chattanooga, TN

AUM $738MTEAM 5REPS 2

August Group

RIA

Toronto

AUM $740MTEAM 22REPS 5

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth