Assets Under Management

$18.4M

Number of Clients

Not reported

Number of Advisors

2

Average Client AUM

N/A

AUM per Advisor

$9.2M

Compensation

Fee-Only (AUM)

About This Firm

ScopeFour Capital offers investment advice and portfolio management to institutional clients, investing in global public companies scaling climate solutions. They focus on active management, fundamental analysis, and identifying quality growth companies with strong financials and discounted valuations. Services are tailored to client objectives with potential investment restrictions.

Fee Structure

Minimum Investment:$20M
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.01%

Fees are negotiable and may vary among clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementSocially Responsible Investing
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Location

840 Apollo Street, Suite 100, El Segundo, CA, 90245

2 Advisors at this firm