SCALE INVESTMENT GROUP

SCALE INVESTMENT GROUP is an SEC-registered investment adviser (CRD 154709). Regulatory assets under management: $2.4M.

Registration

• CRD: 154709
• Type: Registered investment adviser
• Phone: 800-350-6672
• Latest filing: 2026-03-30
• Regulatory AUM: $2.4M
• Discretionary AUM: $622K
• Non-discretionary AUM: $1.8M
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154709 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search