RIA Intel›Advisers›Florida›SCALA CAPITAL LLC

SCALA CAPITAL LLC

Hybrid

N·MIAMI, FL

Data as of Jan 30, 2026 · Source: SEC Form ADV

Total AUM

$380M

1-Year AUM Growth

+10.4%

3-Year CAGR

+11.6%

Employees

8

Assets Under Management

Total AUM$380M

Discretionary AUM$367M

Non-Discretionary AUM$14M

Discretionary %96.4%

Total Clients403

Team

Total Employees8

Investment Advisers12

Employee Growth (1Y)—

Private Funds

Number of Private Funds13

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record17

First FilingMar 20, 2018

Latest FilingJan 30, 2026

🔒 Full AUM trend chart and 17 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SCALA CAPITAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.