# SCOTIA PARTNERS, LLC

SCOTIA PARTNERS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 140568
- Type: SEC-registered investment adviser
- SEC file number: 801-136790
- Phone: (484)932-8560
- Latest filing: 2026-07-29
- Regulatory AUM: $110.7M
- Discretionary AUM: $110.7M
- Clients: 3
- Accounts: 2

## Business model

- Compensation: % of AUM
- Clients served: Pooled vehicles

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| MONTGOMERY PAUL JEFFREY | CCO; PORTFOLIO MANAGER | — |
| MONTGOMERY CLIFFORD JOHNSTON | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Paul Jeffrey Montgomery | CCO; MANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140568/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140568/similar
- Related entities: https://search.stillhousedata.com/firm/140568/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140568

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.