Scotia Partners, LLC
CRD 140568SEC# 801-136790
No longer SEC-registered. Scotia Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$110.7M
Employees
3
Accounts
2
Location
—
Scotia Partners, LLC assets under management
Scotia Partners, LLC is an SEC-registered investment adviser. It reports $110.7 million in regulatory assets under management and employs 3 people.
Scotia Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Jeffrey Montgomery Control | Managing Member | Over 75% | 2016 |
| Paul Jeffrey Montgomery Control | Cco | Over 75% | 2016 |
Frequently asked questions
How much does Scotia Partners, LLC manage?
Scotia Partners, LLC reports $110.7 million in regulatory assets under management on its Form ADV.
How many employees does Scotia Partners, LLC have?
Scotia Partners, LLC reports 3 employees.
Does Scotia Partners, LLC disclose fund performance?
Scotia Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Office hours | 9:00a.m.-5:00p.m. |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$110.7Mregulatory AUM
Discretionary $110.7M