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Scotia Partners, LLC

CRD 140568SEC# 801-136790
Export (members)
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.
View on SEC.gov ↗

Scotia Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Paul Jeffrey Montgomery ControlManaging MemberOver 75%2016
Paul Jeffrey Montgomery ControlCcoOver 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 hours9:00a.m.-5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$110.7M
Non-discretionary$0
Total (RAUM)$110.7M