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SCALA CAPITAL LLC
CRD 156165File 801-112881
APPROVED
Retail clients
Custody
Filing as of Jan 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$380.5M
Below cohort median (national)
Discretionary AUM
$366.6M
Non-discretionary $13.8M
Clients
364
390 accounts
Employees
12
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 18, 2018
- Principal office
- 999 BRICKELL AVENUE, SUITE 1006, MIAMI, FL, 33131
- Phone
- 305-539-3850
- Website
- HTTP://WWW.SCALA-CAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $380.5M
- Discretionary AUM
- $366.6M
- Non-discretionary AUM
- $13.8M
- Discretionary accounts
- 349
- Non-discretionary accounts
- 41
- Total accounts
- 390
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $745K |
| Charitable organizations | 1 | $4.2M |
| High net worth individuals | 84 | $183.7M |
| Pooled investment vehicles | 13 | $65.9M |
| Banking or thrift institutions | 2 | $15.7M |
| Individuals (other than high net worth individuals) | 261 | $54.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 403 | 364 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.