SCOTIA PARTNERS, LLC is an SEC-registered investment adviser (CRD 140568). Regulatory assets under management: $110.7M.
Compensation: % of AUM.
Clients served: Pooled vehicles.
| 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 | — |