← Directory
SCALA CAPITAL LLC
CRD 156165File 801-112881
APPROVED
Retail clients
Custody
Filing as of Jan 30, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 403 | 364 | decreased by39 |
| Feb 1, 2026 | Employees | 11 | 12 | increased by1 |
| Feb 1, 2026 | Clients | 351 | 403 | increased by52 |
| Feb 1, 2026 | AUM | $306,639,152 | $380,460,729 | increased by$73,821,577 |
| Feb 1, 2026 | Accounts | 544 | 390 | decreased by154 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 268 | 351 | increased by83 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $217,744,636 | $306,639,152 | increased by$88,894,516 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 369 | 544 | increased by175 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 189 | 268 | increased by79 |
| Apr 1, 2022 | AUM | $184,641,368 | $217,744,636 | increased by$33,103,268 |
| Apr 1, 2022 | Accounts | 352 | 369 | increased by17 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SCALA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SCALA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.