Scala Capital LLC

Scala Capital LLC is a Registered Investment Adviser with offices in Miami and North Miami Beach, Florida, providing investment advisory services since 2011. The firm offers discretionary and non-discretionary portfolio management services based on three portfolio models: Conservative, Moderate, and Tactical Portfolios. Clients can grant discretionary authority for account management, allowing Scala Capital to make investment decisions without prior approval. The firm's management fee ranges up to 1.50% per year, with performance-based fees up to 20% per year for qualified clients. Financial planning and consulting services are provided on a complementary basis. Scala Capital may recommend third-party money managers and private investment funds, with assets under management totaling $306,639,152 as of December 31, 2024. The firm's investment strategies include charting, technical and fundamental analysis, cyclical analysis, long-term and short-term purchases, short sales, margin transactions, options trading, and investments in various securities. Scala Capital does not have any reportable disciplinary information and maintains a Code of Ethics to ensure compliance with professional standards. The firm offers proxy voting services and does not have custody of client funds. Clients are provided with quarterly reports and account statements, and the firm prioritizes client interests in trade execution. Scala Capital emphasizes privacy protection and trade error resolution policies for client accounts.