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SCOTT CAPITAL PARTNERS

Legal name: SCOTT CAPITAL PARTNERS LLP

CRD 332026File 801-131114
APPROVED
Retail clients
Filing as of Jun 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$970.5M
Above cohort median (national)
Discretionary AUM
$857.5M
Non-discretionary $113.1M
Clients
85
87 accounts
Employees
20

Identity & registration

ADV Item 1
Organization form
Limited Liability Partnership
Firm type
Registered
SEC region
HQ
Registration date
Sep 16, 2024
Principal office
24 ST JAMES'S SQUARE, LONDON, SW1Y 4JH
Phone
+442045742828

Assets & accounts

ADV Item 5F
Total regulatory AUM
$970.5M
Discretionary AUM
$857.5M
Non-discretionary AUM
$113.1M
Discretionary accounts
86
Non-discretionary accounts
1
Total accounts
87
AUM per client
$11.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$0
Non-U.S. personsFewer than 5$0
Insurance companiesFewer than 5$0
Charitable organizationsFewer than 5$0
Other investment advisersFewer than 5$0
High net worth individuals80$962.4M
Banking or thrift institutionsFewer than 5$0
Pension and profit sharing plansFewer than 5$0
State or municipal government entitiesFewer than 5$0
Individuals (other than high net worth individuals)5$2.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients8785
Aug 12, 2026RegistrationAPPROVED

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.