Scalebuilder provides investment advisory services to private funds, primarily by allocating assets to underlying sub-advisors. Scalebuilder requires each sub-advisor to participate in profits and losses within their allocation as an Investment Partner. Scalebuilder exercises authority over the Partnership and is responsible for day-to-day operations. Scalebuilder seeks to provide clients and investors with both capital preservation and long-term capital appreciation, primarily by focusing on listed securities.

Assets Under Management$260M
Clients3
AdvisorsN/A
Avg. per Client$86M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Scalebuilder, LLC | TrueAdvisor