Scaleworks Capital, LLC
● SEC registered since 2020CRD 306560SEC# 801-118462San Antonio, TX
Ranks #5,127 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$198.4M
Fund GAV
$105.5M
Private funds
5
Employees
11
Accounts
5
Location
San Antonio, TX
Scaleworks Capital, LLC assets under management
Scaleworks Capital, LLC is an SEC-registered investment adviser based in San Antonio, TX. The firm has been registered since 2020. It reports $198.4 million in regulatory assets under management and employs 11 people. Scaleworks Capital, LLC manages 5 private funds with combined gross assets of $105.5 million, including Scaleworks Fund III, LP. By regulatory assets, it ranks 5,127 of 6,004 private fund managers.
Scaleworks Capital, LLC private funds
5 funds · $105.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Scaleworks Fund III, LP | Private Equity | $32.1M | — |
| Scaleworks Fund II, LP | Private Equity | $30.3M | — |
| Soilworks Natural Capital LP | Private Equity | $25M | — |
See all 5 funds — unlock the full record.
Join to unlock · $37/moScaleworks Capital, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Philip Byrne Control | Partner | 50-75% | 2019 |
| Joyce Marie Andrews | Cfo, Cco | Under 5% | 2023 |
| Lewis Jefferson Moorman (iv) Control | Partner | 50-75% | 2019 |
Frequently asked questions
How much does Scaleworks Capital, LLC manage?
Scaleworks Capital, LLC reports $198.4 million in regulatory assets under management on its Form ADV.
How many private funds does Scaleworks Capital, LLC manage?
Scaleworks Capital, LLC manages 5 private funds with combined gross assets of $105.5 million.
How many employees does Scaleworks Capital, LLC have?
Scaleworks Capital, LLC reports 11 employees.
Where is Scaleworks Capital, LLC located?
Scaleworks Capital, LLC is based in San Antonio, TX and has been SEC-registered since 2020.
Does Scaleworks Capital, LLC disclose fund performance?
Scaleworks Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 122 East Houston Street, Suite 105, San Antonio, TX 78205 |
| Phone | 210-544-5409 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$198.4M▼ 27%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
AUM vs fund managersTop 85%
Larger than 15% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$198.4Mregulatory AUM
Discretionary $198.4M
Service providers
Auditor
Custodian