Scott Capital Partners

G. Scott Capital Partners, LLC, established in November 2012, is a registered investment adviser specializing in making direct control investments in established, lower middle-market companies in the United States. The firm manages approximately $42.7 million of client assets on a discretionary basis as of December 31, 2024. GSCP tailors its investment advice to meet clients' specific needs and objectives. The firm primarily targets family-owned niche manufacturing and services companies to enhance equity value through operational improvements and growth opportunities. GSCP employs a systematic approach to sourcing investment opportunities and emphasizes risk management in its investment strategies. The fee structure for the GS Fund includes a management fee and carried interest, with fees payable quarterly and not negotiable. GSCP does not receive separate compensation for advisory services to Investment LLCs, except for potential carried interest agreements. Clients should be aware of various risks, including lack of control in minority positions, concentration risk, and liquidity risk. GSCP reviews client accounts regularly and provides detailed reports to limited partners. The firm has a code of ethics emphasizing fiduciary obligations and conflict resolution. GSCP has investment discretion over client assets, limited by specific restrictions, and typically does not vote on client securities. For further details, refer to the firm's brochure supplement for information on key personnel and their backgrounds.