Hugh Gross is a registered investment advisor at Scepter Financial Group, LLC, based in Los Angeles, CA, with 16 years of industry experience. Hugh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $9.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Scepter Financial Group manages two funds, Scepter Opportunity Fund, LP and Scepter Investment Fund, LP. There are two classes of interests for each fund.
For the Qualified Class, investors pay a performance allocation, but no annual management fee. The performance allocation is 20% of the profits generated, calculated quarterly.
For the Non-Qualified Class, investors pay an asset-based fee of 3% per year (0.75% per quarter) of the balance in the investor’s capital account.
Location
13101 West Washington Blvd., #418, Los Angeles, CA, 90066-5172
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Hugh is a CPA and owner of two businesses: Good Start Entertainment, taking minimal time, and Private Lenders Group, taking about a quarter of his time. He spends about half his time as a CPA, starting in 2013.
Employment History
Current Registrations
Scepter Financial Group, LLC
Previous Registrations
Scepter Financial Group
Hugh Gross Capital Management LLC
State Registrations1 state
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