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Scaleworks Capital, LLC

● SEC registered since 2020CRD 306560SEC# 801-118462San Antonio, TX
Export (members)
Ranks #4,400 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$271.1M
Fund GAV
$124.7M
Private funds
5
Employees
13
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 $271.1 million in regulatory assets under management and employs 13 people. Scaleworks Capital, LLC manages 5 private funds with combined gross assets of $124.7 million, including Scaleworks Fund II, LP. By regulatory assets, it ranks 4,400 of 5,911 private fund managers.

Scaleworks Capital, LLC private funds

5 funds · $124.7M GAV
FundTypeGross assetsMin.
Scaleworks Fund II, LPPrivate Equity$50.2M
Scaleworks Fund III, LPPrivate Equity$27.1M
Scaleworks Fund I, LPPrivate Equity$20.8M
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Scaleworks Capital, LLC owners & executives

3 reported
NameTitleOwnershipSince
Edward Philip Byrne ControlPartner50-75%2019
Joyce Marie AndrewsCfo, CcoUnder 5%2023
Lewis Jefferson Moorman (iv) ControlPartner50-75%2019

Frequently asked questions

How much does Scaleworks Capital, LLC manage?

Scaleworks Capital, LLC reports $271.1 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 $124.7 million.

How many employees does Scaleworks Capital, LLC have?

Scaleworks Capital, LLC reports 13 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

Address122 East Houston Street, Suite 105, San Antonio, TX 78205
Phone210-544-5409
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$271.1M
Non-discretionary$0
Total (RAUM)$271.1M

Service providers

Auditor